How to Create Agreements from Approved Applications in Reapit Lettings

This article will take you through the steps in creating an agreement from a newly approved application from Reapit Lettings. 

1. Once you have gone through the process of finding a suitable applicant, select the appropriate status to match your office setup and workflow.
 

2. Enter the lease details as required. Providing more information on both the applicant summary and the lease start date fields is beneficial. As it will port all of this information through to the Agreement form. Click Next to proceed.

3. Select the participants you wish for the status change notifications to be sent to and click Next. 

4. Review the message to be issued to applicants and click Send Update. 

5. After finalising the Status Change Wizard, click Create/Edit Tenancy Agreement.

6. Ensure the details are correct before generating the tenancy agreement document in Reapit Forms. Click Edit Tenancy Agreements to make any amendments if needed. 

7. Click Generate Tenancy Agreement.

8. Confirm the details shown are correct before clicking Confirm.

9. The Tenancy Agreement Generated window will display. Click View Document.

10. Reapit Forms will open in a new tab, displaying the new form in Draft status.
 

11. Information added during the application process from Reapit Lettings will merge through to the form.
 

12. While filling out the form, any fields with the alert icon are sections that are still missing mandatory information. Click Edit to add in the required fields.
 

13. The missing fields will display, showing where information is required.

14. In the Rental Terms section, you’ll see a Yes/No option labeled Future Rent Changes. If you select Yes, an additional set of fields will appear to enter the effective date, the updated rent amount, and the change frequency. Once completed, this information will automatically be included in the generated PDF as an Annexure.

While editing the agreement, users can amend previously entered required fields and apply necessary customisations. Some of these can include: 

• Adding or modifying special conditions, including one-off clauses
• Uploading additional documents, such as strata bylaws or owner instructions
• Updating default tradespeople or adding custom contacts if the owner has preferred contacts

15. Enter the information and click Save.

16. The alert icon will be removed. If the icon appears in any other areas, proceed with providing the required information.
 

17. At any time while in the Draft status, click on Preview to display a copy of the form.

18. This will open in a new window, allowing you to look at how it will be sent in its current state.

19. Once you have finished filling in the required information, click Send. 
 

20. The Send for Signing pop-up will appear to advise that the tenants will receive the link to the agreement via SMS and Email. Select a duration from the drop-down menu on how long until the link expires.
 

21. Click Send.
 

22. Confirmation of the agreement being sent will be displayed.
 

23. After the agreement has been sent, if a discrepancy has been found on the form, click the three dots to the right of the agreement and click Withdraw.

24. Withdrawing the agreement will return the form to the Draft status. Enter the reason for withdrawing the agreement. Click Notify signees by email if you would like an email sent to advise of the withdrawal. All previously sent links will be made inactive from the applicant's end until the agreement is reissued. Click Withdraw.

25. A confirmation banner will appear advising the agreement has been successfully withdrawn.

26. Return to your agreement, displaying the Withdrawn status. Click the three dots to Close the agreement if no longer applicable or view activity.

27. Click on the agreement to review the form.

28. Make any adjustments as needed and click Send.