How to Set Up a Lease Package

In this article, you will learn how to:

1. Add Lease Packages

How to Add a New Lease Package

1. From the Applicants Board or Leases board, click Advanced Settings.

2. Click Lease Package.

3. Click + Package to add a new lease package.

4. Add a title.

5. Add the charge amount.

6. Optional: Default Package - select if this will be the package to automatically choose for new leases.

7. Add description of the lease package for internal use only.

8. Optional: Select a lease document to add.

9. If enabled, select Zero Deposit to add to this lease package.

10. Add Charges.

11. Add Lease Highlights.

12. Click Save

How to Add Monthly Charges

1. Click + Monthly Charge.

2. Add a title.

3. Enter in the charge amount.

4. Toggle on options.

Option	Description
Zero Deposit Only	Will this charge only show if zero deposit is selected by the applicant?
Defaulted On	Will this charge always be selected?
Optional	When drafting lease terms, the charge can be turned on or off.
Editable	The charge amount can be edited when the lease is drafted.

5. Click save.

How to Add Move-In Charges

1. Click + Move-In Charge.

2. Add a title.

3. Enter in the charge amount.

4. Toggle on options.

Option	Description
Zero Deposit Only	Will this charge only show if zero deposit is selected by the applicant?
Defaulted On	Will this charge always be selected?
Optional	When drafting lease terms, the charge can be turned on or off.
Editable	The charge amount can be edited when the lease is drafted.

5. Click save.

How to Add Lease Highlights

1. Click + Highlight.

2. Add the highlight title.

3. Toggle on options.

Option	Description
Defaulted On	Will this highlight always be shown?
Optional	When drafting lease terms, the highlight can be turned on or off.
Editable	The highlight text can be edited when the lease is drafted.

4. Click Save.

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