Admin support will assist the Property Manager with the lease renewal process. Please see below some steps to remember
When you receive the Agent Box offlist, this is your prompt to create and send the new lease agreement.
Go to the application approval email for the lease details
Go to the tenant profile in Property Tree
Go to Integrations tab on tenant profile page in PT
Click on REI forms
Drop down, next
Search template name – CR Magain Residential Tenancy Agreement
Change form name to "RTA – property address"
This will then take you to REI Forms live and prepopulates info
Follow steps in the below article on creating the Tenancy Agreement
Completing a Tenancy Agreement Lodge Bond, and advise PM in comments section below of date lodged
The PM will @tag you on the leasing Trello card to email tenant "Welcome to your New Home" (template in PT - Residential - Tenant Secured .....) and include copy of tenancy agreement and any by-laws.
Email Landlord through PT Mail Merge to Advise Process Is Completed (Residential) Tenant Secured > Owner > Tenancy Secured.
Save and complete Trello card