How to record a signed lease, attach the documents, and read a unit's tenancy history.
Last updated: 2026-05-10
A lease record is your permanent log of one tenancy: who signed, for how much, for how long, with what attachments. Every lease that has ever existed on a unit stays on the unit's history forever, including past tenants.
Why this matters: when a landlord asks "what did 4B rent for in 2024 and who signed it," the answer is on the unit page, not buried in someone's inbox.
Two ways into the form. Both open the same right-side panel from the unit detail page.
In the panel, fill in:
Save, and the lease is created. The unit transitions to rented.
Every lease has exactly one primary tenant. They're the named contact for everything that touches the tenancy:
You can swap who is primary inside the Tenants section of a lease, but there's always one and only one.
You don't edit a saved lease. Once recorded, the row is permanent. The principle is that the lease record is your account of what was true at that moment; rewriting history makes the record useless.
If a lease has a real correction (wrong end date, wrong rent, wrong tenant), record a new lease with the right values. The old row stays in place as part of the history. On the Leases card you'll see both — the most recent is the one in force.
Each lease accepts PDF attachments for the signed lease and supporting documents (rider, application, addendum, etc.). Open the lease row in the Leases card and use the upload button. Files live in private storage; only people who can view the unit can download them.
When a lease ends and the unit empties out:
The next tenancy gets a new lease record. The unit page will show both leases in its history, newest first.
When you finalize a lease, the new primary tenant gets an email with the building's welcome packet — move-in instructions, key release, house rules, any lease addenda the brokerage admin has uploaded for that building.
Links in that email are signed and expire after 60 days. They're tied to the recipient, so a forwarded email won't let a third party download anything.
If the building has no welcome-packet documents uploaded yet, no email goes out. Brokerage admins manage that bundle from the building detail page.
| Role | Can record |
|---|---|
| Agent | On units you're assigned to |
| Brokerage admin / owner | On any unit in the brokerage |
| Super-admin | No (read-only on unit data) |
| Landlord viewer / admin | No (read-only on unit data) |
