Build a lease agreement
Complete the agreement sections, review the draft and generate it for signature preparation.
On this page
Create the lease profile first and confirm its property, unit and tenants.
Have the intended dates, rent, deposit, utilities, rules and attachments ready to review in the agreement.
Choose the lease profile
Open the agreement builder and select the lease that needs an agreement. Check the rental, tenant details and current lease information.
Complete and save each section
Work through Lease Specifics; Rent, Deposit & Fees; People on the Lease; Pets, Smoking & Other; Utilities, Maintenance & Keys; and Provisions & Attachments. Use Save & continue or Save & finish, and check each saved readback.
Review the draft
Choose Preview lease and read the agreement. After all six sections are complete, choose Review & generate and review the document and any notes shown.
- Review the start date
- Review the end date
Generate and check the result
Choose Finalize to generate the agreement and continue to the signer page. If generation fails, read the error and correct the indicated issue.
- Review monthly rent
Review location and included attachments
Confirm the property’s state and the agreement’s selected provisions before generation. Read the resulting draft for your rental and circumstances. A location-specific starting document still needs review and does not guarantee that every local requirement has been met.
In Provisions & Attachments, list the intended attachments, then use the lease Summary attachment workflow to add the actual files. Reopen the prepared package and check the documents it includes before continuing to signature preparation.
If a required document is missing or incorrect, correct the draft package before sending. A filename typed into the agreement is not an uploaded attachment, and a changed draft does not replace a document already sent or signed.
Check the result
- Saved sections show their recorded answers. After successful generation, you can inspect the generated agreement and continue to signer preparation; the agreement has not been sent just because it was generated.
FAQs
Why can I not generate the agreement yet?
Return to the builder overview and complete the sections it still marks unfinished. Save the current section and review any validation message before trying Review & generate again.
I typed an attachment name. Is the PDF included?
Attachment names describe the agreement; they do not upload or include a file in its signing package. Review the attachments from the lease Summary before sending.
Why are editing options different after sending?
An agreement out for signature or already signed has different restrictions. Read its current state in the builder and use the actions offered for that document rather than assuming an edited draft replaces the sent copy.
How do I confirm an addendum is actually included?
Open the prepared package from the lease Summary and inspect its attached files. Check the file contents and the generated agreement before sending; the attachment name alone is not enough.
Complete the builder and generate an unsigned draft
Local training data. The lease builder creates an unsigned draft for review. No agreement is sent or signed.
Read transcript
- Local training: review the rental, lease dates and notice address in Lease Specifics. Save to continue.
- Review rent, deposit and fees, then save. These draft terms do not collect a payment.
- Review the fictional tenant and any applicable occupants or signers. Save the people section.
- Review property policies for pets, smoking, insurance, parking and disclosures. Save your choices.
- Review utility responsibilities, maintenance duties and keys. Save this section to continue.
- Review disclosures and optional addenda. Add the training-only provision and save the final section.
- All six sections show Complete. Review the saved terms before generating the draft.
- Review the draft preview and choose Finalize to generate the lease document. Sending and signing are separate.
- Your agreement is generated. This local training draft is saved; no signatures are requested.
- Reload the builder: the generated agreement and six Complete sections remain saved. The lease has not been sent or signed.