Email Trigger To Tenant After Lease Added

10 min

This document provides a step-by-step walkthrough for adding a new lease within the leasing management system. It is designed to help property managers manage the end-to-end process of adding a new tenant, entering lease and rental unit details, and finalizing the lease agreement. The tenant will automatically receive a confirmation email at their registered email once the lease has been submitted successfully.

Once you have successfully logged in, you will be directed to your Dashboard. From here, you can initiate the lease creation process.

Accessing Rental Units

Move to the Leasing section.
Click on Rental Units.
You will see two tabs: Leased Rental Unit and Unleased Rental Unit.
Click on the Unleased Rental Unit tab to view all rental units that are currently available for leasing.

Adding A New Lease

Click on Add Lease to begin creating a new lease.
You will be taken to the Tenant Details section.
Here, you will see two options: Existing Tenant and New Tenant.
Click on New Tenant to proceed. This will open the Tenant Detail page, where you can input the tenant's personal information.

Entering Tenant Details

Fill in the tenant's personal information in the following fields:

Prefix (Mr./Ms./Mrs.)
First Name and Last Name
Gender
Email Address
Phone Number

Entering Lease Details

Lease Start Date and Lease End Date – Lease Duration
Tenure Period (Months) – Enter the total number of months for the lease.
Monthly Rental Charge – Specify the rent amount per month.
Discount Amount – If applicable, enter the discount value.
Discount Period (Months) – Specify the number of months the discount will be applied.
Security Deposit Amount – Indicate the amount to be collected as a deposit.
Late Fine (Per Day) – Enter the daily fine amount for late rent payments.
Lock-In Period (Months) – State the minimum period the tenant is required to stay.

Once all fields are completed, upload the Lease Agreement document.

Adding Energy & Other Charges

Click Next to proceed to the Add Energy & Other Charges page.
Fill in the following details:
Charge Name – Specify the utility or service name (e.g., Power Backup).
Charge Type – Choose whether the charge is fixed or Rate-Based.
Default Value – Enter the default rate or value per unit of usage.

Reviewing & Submitting

Click Next to proceed to the Preview & Submit page. Review all the entered information carefully:

General Information – Property Name, Unit Name, and Rental Unit Type
Tenant Information – Prefix, First Name, Last Name, Gender, Email Address, and Phone Number.
Lease Information – Lease duration, monthly rent, any applicable discounts, penalties, and lock-in period.
Lease Agreement – Confirm that the uploaded lease agreement is accurate and complete.
Energy and Other Charges – Verify utility and service charge details.

Once all details are verified, you can proceed to submit the lease.

Lease Created Successfully

After verifying everything, click on the Submit button. The lease will be successfully created and become active

The tenant will automatically receive a confirmation email at their registered email address.