Lease Profiles allow you to set default preferences for leases associated with a specific building. These default settings can still be customized individually when creating or editing specific leases.
Accessing Lease Profiles
Navigate to Settings.
Select Profiles from the menu.
Editing or Deleting Lease Profiles
To edit an existing Lease Profile, click the Pencil Edit Button to the right of the profile.
To delete a Lease Profile, click the Red X in the menu instead.
Adding a New Lease Profile
Click the New Lease Profile button at the top right.
In the popup window, enter a Profile Name.
Configuring Lease Profile Options
Allow online access: Enable this option to allow tenants (with valid email addresses) to access the public building website, view invoices, submit maintenance tickets, and review documents.
Allowed Payment Methods: Select the payment methods tenants can use (Credit Card and eCheck require setup with Forte ACH; contact support for assistance).
Billing day: Set the default day of the month when rent charges appear in the system.
Due day: Set when rent payments are due. Options include a specific day each month or the end of the month. Late fees are calculated based on this setting. (Refer to the "Adding and Editing Late Fees" article.)
Overdue Payment Notices
To send overdue payment notices, first upload a notice document by navigating to Settings > Templates - Emails/Texts/Forms.
We provide you with a default Overdue Payment Notice that you can use.
If you want to upload your own template, you can do so by clicking Create Template.
Then navigate to Settings > Profiles. Click the Pencil Edit Button next to the group you want to send these notices to.
Under the Overdue Payment Notice Dropdown, make sure that your desired template is selected.
Input the number of days past the due date you want your notice to be sent.
Click the Save button to make sure your changes are updated.
Additional Lease Settings
Scroll further down in the Lease Profile settings to configure additional options:
Month to month at lease end: Enable this setting if tenants aren't required to sign a new lease after the initial term ends.
Days required to prepare a unit: Specify the number of days needed after a tenant moves out before the unit is available again.
Move out statement print/email template: Choose which templates to automatically print or email statements to tenants upon moving out.
