QRG - CRM IQ - Regenerating a Lease
This QRG focuses on how to regenerate a lease when an error needs to be updated or a change has been requested by the applicant.
1. Go to the profile card and from there, navigate to the "Documents" tab in the lefthand column.
2. Under "Documents", select the "Regenerate Lease" button under the Actions column. This button will look like two arrows in a circle. By pressing this, it will begin the lease-regeneration process.
3. From here, review the following "Rental Terms", "Charges", and "Finalize Document" pages to confirm all changes have been made accurately.
4. Take a moment to review the lease agreement to confirm all changes have been made and if everything looks accurate, then select the green "Finalize Lease" button. A pop up will appear - select "Yes" for this pop up to confirm the finalize lease process. If everything has been completed properly, the documents tab will show the Lease Document as pending and awaiting signatures.