RESIDENTIAL LEASE AGREEMENT GENERATION

Created by ChecklistGuro (https://checklistguro.com)

[ ] Get Tenant Application Data: Retrieve all submitted information from the Tenant Application data model.
[ ] Get Property Details: Retrieve specific details regarding the property (address, rent amount, deposit) from the Property data model.
[ ] Get Landlord Information: Retrieve contact details and legal name of the property owner/landlord.
[ ] Calculate Total Move-in Cost: Sum the first month's rent, security deposit, and any applicable admin fees.
[ ] Create Lease Draft: Generate a new entry in the Lease Agreement data model using the aggregated data.
[ ] Legal Review Task: Assign a task to the Legal Department to review the generated lease terms for compliance.
[ ] Document Verification Task: Assign a task to the Leasing Agent to verify tenant identity and background check results.
[ ] Update Lease Status to 'Reviewing': Change the status of the Lease Agreement entry to 'Under Review'.
[ ] Signature Collection Task: Assign a task to the Tenant to sign the lease agreement electronically.
[ ] Update Lease Status to 'Pending Signature': Update the Lease Agreement entry status once the draft is approved and sent.
[ ] Send Lease to Tenant: Send an email to the tenant containing the lease link and instructions for signing.
[ ] Update Lease Status to 'Signed': Update the Lease Agreement entry status once all digital signatures are captured.
[ ] Create Security Deposit Invoice: Create a new entry in the Invoices data model for the security deposit amount.
[ ] Notify Landlord of Execution: Send an email to the Landlord notifying them that the lease has been fully executed.
[ ] Update Lease Status to 'Active': Finalize the lease status to 'Active' and set the commencement date.
[ ] Generate Monthly Leasing Report: Create a summary report of all newly executed leases for the current month.

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