Sending a Lease Signing Invitation
After you've generated a lease in Entrata, the applicant needs to sign it. If your applicant can digitally sign leases through ProspectPortal®, you can send them an email that includes both a link to ProspectPortal and an invitation to sign the lease
Before you begin:
- Either generate the lease in Entrata or upload a lease that requires electronic signatures.
- Make sure the applicant has an email entered in their Lead Profile.
- In Entrata, go to Leads >> All Leads.
- If your property separates leads from applicants, go to Applicants >> All Applicants instead.
- Find an applicant with the status Lease: Started, and click on their name to open the Lead Profile.
- If you need help finding an applicant, you can either use the Search bar in the top-right corner or access the filter by clicking the filter icon in the sidebar.
- In the Lease Details section of the Lead Profile, click Send Invitation. This opens the Send Invitation window.
- Use the checkbox(es) to select which individual(s) you'd like to send the invite to.
- Click Send to email the lease signing invitation to the selected applicant(s).