Carry the agreement through the reviewer decision and inspect the unit and rent-charge results.
Property Manager selects the unit and tenant on a Draft lease, then checks the start date, end date, monthly rent and deposit against the agreed terms. Review existing activity on the unit before presenting the agreement. Keep the source document available through the customer's chosen document process.
Property Manager uses the agreed submission procedure to present the lease in Review. Property Reviewer checks the same unit, tenant and terms. Rehearse the handoff with ordinary role accounts so the preparing person can find the feedback and correct the agreement when needed.
Property Reviewer approves or rejects through the lease activation action from Lease Desk. The checks include an active staff identity, valid interval and rent, and conflicting Active or Notice leases over the same dates. An eligible approval sets the lease Active. Inspect rejected feedback before preparing another attempt.
Property Manager checks that the unit is Reserved for a future start or Occupied as applicable. Finance Officer inspects the Rent charges with their billing periods, due amounts and current states. Repeat the activation request to confirm that the same lease periods have not been created again.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.