*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 Lease Planning settings allow you to limit how many leases are able to expire within a given month. To access this setting, 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.


Multi-Property Accounts:

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 Lease Planning option for the list located on the right side of the page. 

3) You can now set limits on the number of leases that can expire within a given month as well as limit the number of Month-to-Month tenancies the property will allow. In addition, you will have the option to warn but allow those limits to be exceeded, or to disallow them to be exceeded at all. Once you have entered the desired information, be sure to click on the "Save" button located in the upper right corner of the page.