Review lease profiles and setup progress
Find a tenancy and manage its people, documents, payments and settings.
On this page
Step 1: Choose active or past leases
Open Lease profiles. Use Active, Drafts, Expiring or Past, then open the lease name. Check the rental, people and dates.
Step 2: Open the lease you need
Follow its next action, such as Finish lease setup, Add tenants or View payments. Expiring covers the next 90 days; it is not a tenant notice.
Step 3: Start a profile or prepare its agreement
Choose New lease for another tenancy. Complete Rental and Lease Nickname, add dates or choose Month-to-Month, then Add lease profile. Review an existing draft first.
Step 4: Manage tenants and documents
Open Tenants and choose Add tenant. Select existing people or choose Add a new tenant. Review Send invitation to tenant portal before saving. Open Documents > Upload document. After choosing a file, review Title and Category, then choose Share with tenants or Keep private before Upload document.
Step 5: Review payments and settings
Payments holds this lease's charges. Settings contains Lease length, Start date, End date, Lease nickname and Require renters insurance. Payment policies appear when applicable. Review changes, then Save settings.
Step 6: Review the end of the term
In Settings, Go month-to-month when the lease ends controls whether the record continues. When off, the lease moves to Past after its end date. Check charges and agreement changes separately.
Lease states
| State | Review |
|---|---|
| Current / Upcoming | The tenancy and dates. |
| Draft / E-sign | Remaining setup or signatures. |
| Ending soon / Past | Renewal, move-out or history. |
Other lease sections
Open More for Condition reports and Home guide. Agreement and Documents keep preparation and stored files separate.
Ending or removing a profile
Use Settings > How do I end this lease? for a finished tenancy. End lease keeps history and unpaid balances payable. Delete lease is for eligible mistakes; money, reports or signing history can block it.
Check the result
- You can find the tenancy and choose its next supported task.
FAQs
Does saving settings change the signed agreement?
No. Prepare required agreement changes separately and check signing and communication results.
Can I restore an archived tenant?
Use the tenant's Unarchive action, then review which lease they belong to.
Can I move documents between profiles?
Download an authorized copy and upload it to the correct Documents area. This does not transfer payment or signature history.