How Long Does It Really Take?
Traditional lease process: 2–4 hours per tenant, multiplied across dozens of units. With Agreements.ai: 15 minutes to set up, then seconds per tenant with bulk send.
Step 1: Select Your Lease Template
The Templates library includes residential lease, commercial lease, month-to-month rental, and sublease templates. Each covers rent terms, security deposits, maintenance responsibilities, house rules, and termination provisions. Pick the one that matches your property type and open it in the editor.
Pro Tip
Managing multiple properties? Create a separate template variant for each property with the address, amenities, and specific rules pre-filled. Save time on every new lease.
Step 2: Customize Terms
Use the AI to adjust rent amount, lease duration, pet policy, parking allocation, and any property-specific clauses. Say: 'Set rent to $2,200/month, lease from April 1 to March 31, allow cats but no dogs, include one parking spot.' The AI updates every relevant section and cross-reference in the document.
Step 3: Bulk Send to Tenants
For multi-unit properties, use Bulk Send. Upload a CSV with tenant names and emails, or select contacts from your CRM. Each tenant receives a personalized signing link with their specific lease. You can customize individual fields per recipient — like unit number and rent amount — while keeping the base template the same.
Pro Tip
Use the CRM's CSV import to load your entire tenant roster at once. Contact detail pages show every lease and communication history for each tenant.
Step 4: Track Signing Status
The Signing dashboard shows real-time status for every lease: sent, viewed, signed, or expired. Filter by property, status, or date. At a glance, you know exactly who has signed and who hasn't — across all your properties.
Step 5: Auto-Reminders
Set automatic reminder emails for tenants who haven't signed. Configure the frequency and tone — a friendly nudge after 2 days, a firmer reminder after 5. Tenants can sign from their phone in under a minute. No printing, scanning, or mailing required.
Pro Tip
Use PowerForms to create a self-service signing link that you can embed on your property website. Prospective tenants fill in their details and sign without you lifting a finger.
Step 6: Certificate of Completion
Once all parties have signed, Agreements.ai generates a tamper-proof Certificate of Completion with the full audit trail — timestamps, IP addresses, and signer verification for each signature. The completed lease is automatically filed and linked to the tenant's CRM contact record.
The Bottom Line
Traditional: 2–4 hours per tenant → With Agreements.ai: 15 minutes setup + seconds per tenant. Property managers handling 50+ units save days of administrative work every lease cycle. Every lease is tracked, stored, and accessible from one dashboard.
