If you're renewing a lease for residents who have already been served a renewal notice, you may renew it manually.

Note: This option is available only when your system is not integrated with a PMS.


  1. Open the Lease You Wish to Renew
    From the menu, navigate to Rent Roll. Find the lease you wish to renew and click on it. The lease will open in a drawer.

  2. Start a Renewal with Notice
    Click on the Options tab of the lease and then, under Manual Renew, click the Perform Manual Renewal button. A new page will open.

  3. Enter Lease Terms
    The lease terms should appear automatically, but you can adjust the start and end date if necessary. Indicate if renter's insurance is required and if the renewal is on a month-to-month basis.

    Click the Next button to continue.

  4. Set Lease Pricing
    If your renewal was initiated within as PMS, the renewal pricing is likely to be updated. If not, or if you don't use a PMS, enter the renewal rent and deposits.

    If you don't wish to add ancillary items, click the Next button.

  5. (Optional) Add Ancillary Items
    To add ancillary items to the renewal, click the Add Additional button under Items and input the relevant information. Click the Next button. Your item is now added.

    When you're done adding ancillary items, click the Next button.

  6. (Optional) Add Rental Incentives
    To add a rental incentive, click the Add Rental Incentive button and enter your start date, frequency, monthly amount, and a description. To add more incentives, click the Add Rental Incentive button.

    You can delete an incentive by clicking on the trash icon.

    Click the Next button to continue.

  7. Configure Services and Utilities
    Update the services and utilities information for the renewal. You may add extra services by clicking the Add Services button. Click the Next button to continue.

  8. Add Lease Documents
    Select a lease document from the Lease Template input. You may also add additional documents such as addenda from the Other Template input.

    Click the Next button.

  9. (Optional) Assign an Agent
    Assign an agent from the Assign an Agent input.

    Click the Next button.

    This is where the system stops working for me!
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