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How do I notify my offshore support team that a new lease needs to be drafted?
How do I notify my offshore support team that a new lease needs to be drafted?
Bryn Humble avatar
Written by Bryn Humble
Updated over a week ago

Step 1: Subscribing to the Lease Prep Form

Before you dive into rolling out the Renewals Workflow, the offshore support team should be subscribed to your Lease Prep Form as they will be responsible for creating and preparing the lease for new tenants. This ensures a smooth and efficient workflow for all parties involved. Your offshore support team should already be subscribed to this form before you roll out the Renewals Workflow.

Step 2: Completing the Lease Prep Form

Once the property manager has all the necessary information for the new lease, they can go ahead and complete the Lease Prep Form, using the button on your Renewals record. This form is used to provide the offshore support team with all the necessary details that need to be included on the lease.

It is essential that all information is provided accurately and in its entirety to avoid any delays in the process. This includes tenant information, property details, lease terms, and any other pertinent information.

Step 3: Notifying the Offshore Team

Once the Lease Prep Form is completed, the offshore support team will be automatically notified via email that there is a lease pending. This ensures that they are aware of the upcoming deadlines and can prioritize their tasks accordingly. They should then be able to complete the drafting of the lease for you, and tag you for checking once they have completed it.

Final Thoughts

Rolling out the Renewals Workflow can be a smooth and efficient process when all necessary parties are involved. By subscribing your offshore support team to your Lease Prep Form, you are ensuring that they are informed and prepared for any upcoming lease preparations. This ultimately leads to a successful and timely completion of the task.

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