processv1.0
Lease Creation & E-Signature
Leasing
Draft lease → set terms → upload document → send for tenant signature → track status → countersign → activate lease.
Leasing AgentTenantProperty Manager
⚡ Trigger: Application approved, tenant selected
1
Create Lease Record
Leasing agent creates lease in system with tenant, unit, dates, and rent amount.
Role: Leasing AgentTrigger: Application approvedAction: Lease record created with terms
2
Generate Lease Document
Lease document generated from template or uploaded PDF.
Role: Leasing Agent / Property ManagerTrigger: Lease createdAction: Lease document prepared
3
Review Lease
Property manager reviews all terms before sending.
Role: Property ManagerTrigger: Document readyAction: Lease terms reviewed and approved for sendingSLA: 8h
4
Send for Tenant Signature
Tenant receives email with secure link to review and sign electronically.
Role: Leasing AgentTrigger: Lease approvedAction: Signing invitation sent
Tenant: Please sign your lease
?
Tenant Signs?
Decision
Did the tenant sign within the deadline?
Role: SystemTrigger: Signing link sentAction: Monitor signing statusSLA: 48h
✅ Yes → Step 6 - Countersign❌ No → Step 7 - Follow Up / Resend
6
Countersign & Activate
Property manager countersigns. Lease status changes to Active.
Role: Property ManagerTrigger: Tenant signedAction: Countersignature applied, lease activated
Tenant: Lease fully executed — copy emailed
7
Follow Up / Resend
Tenant has not signed. Send reminder or resend link.
Role: Leasing AgentTrigger: Signing deadline passedAction: Reminder sent or new link issued
Tenant: Reminder to sign lease
