To create a Lease transaction;
- Click on the Leases tab on the top navigation bar
- Click on Create Lease Transaction button on the top left
- Next click on who you are representing; Landlord or Tenant or Landlord & Tenant
- Fill out all the mandatory fields. The Cover Sheet requires certain information to move forward.
- Once you complete the Cover Sheet, go to Documents and select a Lease template. You will have access to Disclosures (to create any docs needed) in the Documents section in Side App and the Checklist (to upload any completed docs) will be available in Continu.
- Fill out and complete the documents.
- Click Prepare Envelope.
- From within the message window, edit subject field and body as necessary.
- Click Send.
Resource: Check out this video on processing a lease in the Side App.
If you are representing both landlord and tenant, please refer to this article.