Project managers get lease extensions to landlords faster
Project managers get lease extensions to landlords faster
Project managers lose signed lease packets when status updates sit unprocessed, stalling landlord signatures and renewals. Send signature packages on Submitted so leases are executed.
Overview
Missed signatures stall renewals and create manual follow-ups for project managers. This workflow turns a Submitted status into a ready-to-sign lease package, delivering it to landlords and alerting project and leasing teams so executed agreements land in place. Customers report faster handoffs and fewer document errors.
Notable Features
- Trigger envelope when status hits Submitted
- Populate lease fields from board item
- Notify project and leasing teams