*Note: If, while following the instructions, you find that you do not see the options that are provided in the instructions, then this may be an indicator that you do not have user privileges that allow you to access or change that information. You will need to reach out to upper management for assistance.
The "Rental Agreement" section contains information that directly impacts and/or is integrated into the Rental/Lease Agreement. In order to access it, you will first need to go to the Property Settings. The way you do this will differ depending on whether you have a Single Property Account or a Multi-Property Account.
1) Access the "Property Settings" using the appropriate method below.
Single Property Accounts:
A. Select “Property Settings” toward the top of the screen.
A. To get to Property Settings, go to the “Residents” section. You can either select the “Residents” toward the top of the page, then select the “Residents” option from the dropdown menu, OR you can Select the “Residents option toward the top of the page, then select the “Residents” option that will appear on the list of options on the left side of the page.
B. Select the property that you would like to update. The selected property will turn a darker blue, and you will be able to click on the “Property Settings” option found on the right.
2) Select the "Rental Agreement" option from the list of options located on the left side of the page.
3) A new page will appear with several options of information that can be entered or updated. Because there is so much information contained on this page, we have numbered each section. You may find the corresponding number below, with more information about how that information impacts the Renta;/Lease Agreement.
- Execution Deposit: This is the fee that is collected when there has been an agreement to execute a Rental Agreement. You have the option to apply the fee to the deposit for the unit or the rent. Simply select the appropriate radio button to select your option.
- Insurance: Select the appropriate radio button to reflect if Renter's Insurance is required. If it is, you may enter the minimum insurance amount, so it will be reflected in the Rental/Lease Agreement.
- Real Estate License: This allows you to provide the licensure information (Name and Address).
- Minimum & Maximum Lease Terms: This allows you to set limits on how long/short a lease can be.
- Special Lease Provisions: This allows you to enter any additional provisions that you would like noted on the lease. It is not required. However, you are unable to manually add this information when completing the Rental/Lease Agreement. If you do not have the provisions listed here, then they will not appear on the document.
- Special Garage Provisions: This allows you to enter any additional provisions relating to a garage that you would like noted on the lease. It is not required. However, you are unable to manually add this information when completing the Rental/Lease Agreement. If you do not have the provisions listed here, then they will not appear on the document.
- Fees: This allows you to enter or update the amount of or calculations for specific feed, such as HOA fees, late fees, or fees for tampering with smoke and/or carbon monoxide detectors.
- Rounding: This is where you would set the decision on how totals will be rounded up, rounded down, or not at all.
- Pro-Rate Month: This allows you to set the decision on when the pro-rated rents will be due for new residents. Select the appropriate radio button to choose the pro-rate option for the property.
- Pro-Rate Formula: This allows you to select the formula that will be used to calculate the pro-rated rent for new residents. It also allows you to enter the move-in date and the rent amount, so you can get a better idea of how each formula calculates and breaks down the cost. Select the appropriate radio button to choose the pro-rate formula option for the property.
- Lease Term Calculation: This is where you may set the decision on how rental/lease terms are calculated. For instance, for a 1-year lease beginning April 20, 2019, should the lease expire on April 20, 2020, on March 31, 2020, or one of the other options for Lease Term Calculations? Select the appropriate radio button to choose the appropriate option for the property.
- Utilities: This allows you to select what utilities are paid for by the property, the resident, or do not apply. You may also provide information related to service fees for cable/internet, as well as selecting if the yard will be maintained by the resident or the owner/agent. It is important to note that the utility information provided here will only be reflected on the Rental/Lease Agreement document. This does not impact the utility information provided on the Utility Addendum. For information on how to update information for the Addendum, please go to, The Utility Addendum is incorrect. How do I update it?
- Renewal Only: This provides a space to add any additional information and/or terms that apply to Rental/Lease Agreement Renewals only.
4) After entering or updating the desired information, be sure to select the "Save" button located in the bottom right corner of the page.