Leasing
Downloads
Checklist for working with a tenant from A-Z
An administrative checklist from A- Z of the tasks you need to complete while working with a tenant client. Make a copy of the checklist
Leasing process pdf
A document you can use, and share with your clients. Download a PDF here or copy to Canva. Make sure you are signed into Google with your bridsonrealty email address to view!
1. Google Forms: Before working with a clients, collect this information!
Use Google Forms to collect the necessary information to submit an Offer to Lease.
https://youtu.be/tnFSVZawQ8g
2. Start a transaction in Webforms
Getting started with the forms you need to submit an offer to lease.
https://youtu.be/rcdqGFHoBms
3. Agreement to lease
Overview of the agreement to lease.
https://youtu.be/abBFHVdfMd8
4. Create a transaction in Skyslope
Once your offer to lease has been accepted, learn how to create a transaction and upload your paperwork into Skyslope within 24 hours.
https://youtu.be/eAHUvzvwP8A
5. Get clients ready for a move
Help your clients stay organized by providing a checklist and information they will need to prepare for the coming move.
https://youtu.be/GGu697NyNJM
6. Update your clients Lofty profile
Here are three things you can do to stay organized and continue providing top service to your clients!
https://youtu.be/fsekQztk-50