description
Leases
Abstract, track & manage leases · 8 articles
5.1
Lease List & Pipeline
Learn how to open the Leases list, read pipeline summary cards, filter by status, and use the lease table at /dashboard/lease/list…
5.2
Creating a Lease
Learn the six-step Add New Lease wizard: basic details, AI vs manual, document upload, abstraction profile, and progress on the li…
5.3
Re-abstraction Process
Learn when and how to re-run AI abstraction: draft leases without documents, new amendments, or unsatisfactory initial results. Ov…
5.4
Lease Detail Tabs
Learn the lease detail header and tabs, link contacts from Module 4, schedule reminders with email templates, and tag teammates in…
5.5
Rent Schedule Configuration
Learn each rent type — Fixed, Percentage Rent, Percentage Department, Parking, Storage, Custom, and Other — and the Add Rent Detai…
5.6
Operating Expenses
Learn each OpEx charge type, estimation calculation method, and pool / pro rata flow in the Add Operating Expense wizard. Overview…
5.7
Options Management
Learn how to view and add lease options on the Options tab, including renewal, termination, and expansion types. Overview This sec…
5.8
Custom Fields
Learn how to add, edit, and delete custom fields on a lease, apply a value to other leases, and bulk import from the Custom Fields…