Aptly allows Rentvine, Propertyware, Rent Manager, and Buildium users to draft leases within Aptly to create a draft lease in your respective Property Managment Software (PMS). Using Aptly Screening, you can complete the entire lead funnel without leaving Aptly.
In this article, you will learn:
- The prerequisites for drafting a lease in Aptly
- How to draft a lease in Aptly
Prerequisites for Drafting a Lease in Aptly
To draft a lease, the following items are required:
- Use Rentvine, Propertyware, Rent Manager, or Buildium as your Property Management Software.
- Enable 2-Way Sync under your Card Sources. This allows data from Aptly to sync with your connected Property Management Software.
- Approve an applicant in Aptly Screening.
- Once an applicant has completed the Aptly Screening process and has been vetted as a potential renter, you’ll want to approve the candidate. After doing so, the New/Match Lease link will appear on the screen in the Approval Center.
How to Draft a Lease in Aptly
- To draft a lease in Aptly, you’ll want to click the New/Match Lease link after approving an applicant.
- In the pop-up window, select Create New Lease at the top of the window or in the middle of the window.
- Complete the fields in the new pop-up window to create the Draft Lease to begin a new lease in your Property Management Software.
Required Fields to Draft a Lease
There are specific fields required for each Property Management Software for the draft lease to be added.
Rentvine | Propertyware | Buildium | Rent Manager |
• Portfolio
• Building
• Unit/ Rentable Location
• Tenants/Residents
• Lease Start Date
• Lease End Date
• Move-In Date | • Portfolio
• Building
• Unit/ Rentable Location
• Tenants/Residents
• Lease Start Date
• Lease End Date | • Portfolio
• Building
• Unit
• Tenants/Residents
• Lease Start Date
• Lease End Date | • Portfolio
• Building
• Unit
• Tenants/Residents
• Lease Start Date
• Lease End Date |
Once you complete these fields and click Submit, Aptly will create the Draft Lease on the Leases board. Simultaneously, it will push the Lease information and contact information to your respective PMS. You can start the Lease Creation process in your Property Management Software with all the important details from the Application.