Build a lease agreement
Choose a lease, complete its sections and review the agreement before sending.
On this page
Have the correct lease profile, rental details, people and intended terms ready. Check the plan or payment options shown before sending for signature.
Step 1: Choose the lease
Open Get a lease agreement and select the correct rental and tenancy. If it is missing, add its lease profile first. Check the property, unit and people before continuing.
Step 2: Complete the builder
Open each section and check any filled-in answers. Use Save & continue, or Save & finish on the final section. Use Save & exit to leave a section after saving it.
Step 3: Review the agreement
Use Preview lease to read the draft. When all six sections are complete, select Review agreement. Check the names, dates, amounts, clauses and included documents. Return to the builder to correct anything missing.
Step 4: Finalize the document
Select Finalize when the draft is ready. This prepares the agreement for signature setup. It does not send a request or complete anyone's signature.
Step 5: Prepare and send
On Review signers and send, check each recipient and email, the message and When will you sign? Review the preview and any plan or payment choice. Use Send for signature only when everything is ready, then check the request in Docs & E-Sign.
What to enter
Lease Specifics: confirm the rental address, term, dates and end-of-term choice.
Rent, Deposit & Fees: review rent, due day, deposits, proration, permitted fees and payment methods.
People on the Lease: check tenants, occupants, landlord details, co-signers and other signers.
Pets, Smoking & Other: answer the questions about pets, smoking, insurance, parking and other policies.
Utilities, Maintenance & Keys: record responsibilities, reporting methods and keys.
Provisions & Attachments: answer the location questions, review addenda and enter any additional provisions.
Check disclosures and attachments
Use the rental's actual state and locality. Read the generated agreement and resolve missing disclosures or uncertain terms before signature preparation. A generated draft does not guarantee that every requirement is covered.
Attachment names do not upload files. Check the actual files in the lease's attachment workflow and the prepared signing package. A custom provision does not make an unlawful term enforceable.
Advanced Editor
Advanced Editor becomes available for a generated draft. It changes the document wording; check the builder answers and signing details separately. Review the preview again after edits and before sending.
After sending
Follow each person's status in Docs & E-Sign. A prepared document, sent request or downloaded unsigned copy is not a completed agreement. Use the recorded signing status to find the final copy.
If someone has not signed, check the existing request before creating another. If details must change, use the document's available actions; editing a draft does not replace a copy already sent or signed.
Check the result
- The saved agreement is ready for review or signature preparation. Sending and signing remain separate actions.
FAQs
Why can I not finalize yet?
Check the unfinished sections and field errors. Save each required section, then return to Review agreement. If a document already exists, check its status before generating another.
Is the document date the lease start date?
Check the term dates in Lease Specifics. A document's preparation date and the start of the rental term can differ. Review the draft's dates and first-payment terms together.
Does typing an attachment name include its file?
No. Add the actual file through the lease attachment workflow and inspect the prepared package before sending.
What if a signer cannot find the request?
Check the saved recipient email and request status, and ask them to check spam. Changing text inside the agreement does not correct the request's recipient. Use the existing request's available actions or contact support.
When does the landlord sign?
The send page offers After my tenants and Now, before it goes out. Review that choice carefully. Typing your name in the sign-now field records a signature when that action completes.
Can I download or print the agreement?
Use the document's available download or print action and check its signature status. Follow Download or print a lease for the current workflow.
Can I use this builder for a commercial rental?
This guide covers the residential builder. Use an agreement and review process appropriate to a commercial tenancy rather than treating a residential draft as a commercial lease.
Can I reuse an agreement for another rental?
Check the actions available for that document and use the correct destination lease. Review every name, address, amount, date and attachment again. Do not assume signatures or payment history carry over.