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.
  1. In Entrata, go to Leads >> All Leads.
    1. If your property separates leads from applicants, go to Applicants >> All Applicants instead.
  2. Find an applicant with the status Lease: Started, and click on their name to open the Lead Profile.
    1. 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.
  3. In the Lease Details section of the Lead Profile, click  Send Invitation. This opens the Send Invitation window.
  4. Use the checkbox(es) to select which individual(s) you'd like to send the invite to.
  5. Click Send to email the lease signing invitation to the selected applicant(s).