Creating a Renewal Offer

Executing a lease renewal is similar to creating a new lease. The main difference is that for lease renewals, a renewal offer must be generated first.

Step 1:

• In Entrata, go to Residents >> Renewals.

Step 2: 

• Hover over the add icon in the left sidebar, and click Create Renewals. This opens the Select Residents to Renew screen.

Step 3: 

• Use the filters on the left sidebar to narrow down residents for renewal. When satisfied with your filters, click Search.
  • Note that even if you don't need to add filters, you must still click Search for the list of residents to appear.

Step 4: 

• Showing Non-Renewable Residents in the Search Results
  • Click the Show Non-Renewable Residents box at the bottom of the filter.

Note: Non-renewable residents show in a the Non-Renewable Residents section at the bottom of the screen.

Step 5: 

• Check the box next to the names of the residents you want to create a renewal for.
• Click Set Up Offers above the checkboxes. This takes you to the Set Up Offers screen.

Step 6:

• Click on each individual name to edit the lease term.

Step 7: 

• Select lease terms in the Lease Term column.
  • Selected lease terms show green checks in the checkboxes.
• Enter or adjust the Base Renewal Rent(s) for the selected lease term(s).
• Enter any applicable month-to-month fees in the Month to Month Rent Breakdown section.
• Add any additional items in the following sections:
  • Renewal Specials
  • Add Ons
  • Amenities
  • Pets
  • Other Charges
  • Concessions
  • Lease Utilities

Step 8: 

• Scroll back to the top of the screen, and click Generate Individual Offer.
  •  If you've selected multiple residents to renew, click Generate All Offers on the left sidebar to send the same offer to all selected individuals.

Step 9: 

• In the Offers Created Successfully screen, click  Print Offer to preview your offer.

If at this time you need to change anything or edit your renewal offer, see the article Editing a Renewal Offer.