Copy an existing lease into a new draft
Choose what to reuse, then review a fresh unsigned draft.
On this page
Choose the source lease and the rental for the new tenancy. Copying creates a new draft; it does not replace a signed agreement.
If you cannot find Copy lease, contact support before creating a duplicate profile.
Step 1: Check the source lease
In Copy lease, check the Source name before choosing the new tenancy details.
Step 2: Set the new tenancy
Enter New lease name, Destination rental and Start date. Enter End date or choose Month-to-month, with no fixed end date.
Step 3: Choose what to include
Review the terms and provisions choices. Select Link the same current residents and guarantors only when those people belong on this draft. Otherwise, add the new residents later.
Step 4: Create and review
Confirm that you will review the new rental, dates, people and sections. Select Create draft and review, then check every builder section before generating an agreement. Signature preparation remains separate.
What carries over
The choices can reuse rent, deposits, fees, payment policies, saved provisions, utility and property rules. New dates and destination details are reviewed again. Previous proration is cleared.
Signatures, payments, deposit collection status, screening, Home Guide access and condition reports remain with the source lease.
Saved PDF attachments
When offered, Copy the saved PDF attachment package creates independent private files. Review the package and confirm it has no previous tenant details or signatures. PDF wording is not rewritten. Leave this choice off if the package is not reusable.
If copying is blocked
Read the message beside the form. If the source changed, reload and review your choices. If the response is unclear, check Leases before retrying. A missing package does not prevent copying profile terms.
Check the result
- After creation, the new draft opens in the builder with every section awaiting review.
FAQs
Do I create another lease profile first?
This flow creates the new draft from your copy choices. You do not need a separate empty profile first.
Are the same residents copied automatically?
No. The resident-and-guarantor choice is optional and starts unselected. Check the new people before generating or sending.
Can I skip sections I used before?
No. Every copied builder section awaits review. Check dates, people, rent, policies, destination requirements and attachments.
What if I cannot find Copy lease?
Contact support for help opening the correct flow. Do not create a duplicate profile just to look for the option.