Lease renewals and expiry workflow

Review leases expiring within 90, 60, and 30 days. The earlier the team starts, the better chance to renew or prepare the unit for marketing without a long vacancy period.

Do not wait until the final week if the lease needs owner approval, repricing, or tenant negotiation.

Review tenant payment behavior, maintenance history, market price, lease terms, and owner direction. Renewal is not automatic.

If the tenant is reliable and price is near market, renewal may be better than risking vacancy. If price is far below market, prepare a clear comparison for the owner.

Confirm move-out date, unit condition, required maintenance, new images, and next listing price. Link the decision to the Listings workflow so the unit does not sit outside marketing.

Any Ejar integration, formal notice, or legal procedure should be reviewed according to what is enabled in the agency account. This article explains internal operations and is not legal advice.

Use this article together with dashboard metrics: collection rate, overdue rent, expiring leases, open expenses, owner balances, and alerts.

If the decision affects an owner, tenant, or financial transaction, ask the responsible role to review the record before execution.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.