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- Property Valuation System
- Process
- Lease activation
Lease activation
Review a unit agreement before it becomes active and period rent is recorded.
Step by step
-
Prepare lease Property Manager
Property Manager selects the unit and tenant, enters the agreement dates, monthly rent and deposit, and keeps the lease in Draft while checking the details.
- Identifies agreement, unit and tenant
- Updates Leases, Units, Parties
-
Submit for review Property Manager
Move the lease to Review and make it visible in Lease Review Inbox.
- Moves Draft to Review
- Updates Leases
-
Approve activation Lease Reviewer
Lease Reviewer checks the linked unit and decides whether the agreement becomes Active.
- Moves Review to Active after the unit check
- Updates Leases, Units
ApprovalA person approves before the work moves on. -
Confirm occupancy Lease Reviewer
Check the unit's Occupied status against the agreement that was activated.
- Shows Occupied for the linked unit
- Updates Units
-
Inspect rent charge Property Manager
Review the period charge generated for the agreement, including its dates, amount and status.
- Connects a period rent amount to the agreement
- Updates Charges, Leases
Who does what
Roles and permissions- Property Manager
- Prepares the agreement and inspects charges.
- Lease Reviewer
- Decides activation.
- Receipt Officer
- Later reads posted charges when applying a payment.
Set up Property Valuation System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.