Lease and occupancy

Step by step

1. Identify the space Property Manager

   Property Manager locates the unit by property and unit number and checks its current status. A reserved or maintained space needs an explicit review before anyone promises an occupancy date.

   • Confirm property, unit and current status
   • Updates Units

2. Identify the tenant Property Manager

   The manager selects the tenant party and checks the contact details against the person entering the agreement.

   • Confirm the tenant party
   • Updates Parties

3. Prepare the agreement Property Manager

   The lease holds the linked unit and tenant, start and end dates, monthly rent and deposit. Keep the agreement in draft while these details are being checked.

   • Link the tenant and unit to dated terms
   • Updates Leases, Units, Parties

4. Review the terms Lease Reviewer

   Lease Reviewer compares the agreement to the unit and tenant records and decides whether it is ready.

   • Decide whether the agreement moves through review
   • Updates Leases
   ApprovalA person approves before the work moves on.

5. Follow the active lease Property Manager

   After review, staff use the active agreement for period charges, occupancy questions and a tenant's maintenance context. Notice, ended and cancelled states remain visible when the agreement changes.

   • Use the agreement as the source for later work
   • Updates Leases, Charges, Tenant maintenance

Property Manager

Prepares and monitors the agreement.

Lease Reviewer

Decides whether the terms are acceptable.

Collections Officer

Uses the accepted lease for charges.