How to Generate a Tenancy Agreement in PM
In this guide, I'll show you how to generate an agreement in Rezi PM. You can utilise Rezi Post to customise your agreement by adding your own terms and conditions into the document and including merge fields like rent and move-in date fields to pull in the data.
Firstly, you must navigate to the tenancy screen. You can do this by clicking the Tenancies section on the left-hand navigational panel.
Once on a list of tenancies, you can either filter or search for the tenancy you need. Once you've located the tenancy simply click on the list and it'll open up the page for you.
Once in on the tenancy, on the right hand side of the screen you'll see a 'Generate Agreement' button. Next to it, there is a small arrow icon. From here you can also upload an agreement if one has been generated outside of Rezi. From here simply click upload and locate the file on your computer.
To generate an agreement via Rezi, simply click on the 'Generate Agreement' button. This will open up a dialogue box to allow you to pick which agreement you would like to send. From here you can either click preview, which will allow you to make changes to the documents before sending. Or press generate, to simple product the document. If the agreement is in an email format, it will auto-send to the tenants when pressing 'Generate'.
You can also choose who to sign off the document as, any negotiator with access to Rezi will be in this list, and also which brand you would like to send it from.
Related Articles
Tenancy Details screen
In this guide, I'll show you how to use the tenancy screen in Rezi PM. This page will cover everything to do with the tenancy itself. From the agreement generation down to the renewal of the contract. Click here to see the video guide You can first ...Tenancy Details screen
In this guide, I'll show you how to use the tenancy screen in Rezi PM. This page will cover everything to do with the tenancy itself. From the agreement down to the renewal of the contract all the tenants moved on. Click here for the video guide You ...How to Renew or End an active tenancy.
In this guide, we'll go through how to end or renew a tenancy in Rezi PM. When a tenancy is coming to an end you will have the option to either End or Renew a tenancy. Click here for the video guide First, navigate to tenancy within PM. You can first ...Tenancy Accounts Guide
In this guide we'll go through how to use the accounts section on a tenancy. From this screen you'll be able to see all the payments for this tenancy specifically and who made them and also money received. To see how to get to the tenancy page please ...Dezrez PM Accounts FAQ's
What charges do I set up to get a service charge each month? To ensure that you earn a service charge from the monthly rent allocation that you send to the landlord, you must set the fee up as a MANAGEMENT FEE. If you set up a fee on a tenancy as any ...