How to create a lease using the Playbook

Create a Lease with the Playbook Wizard

The RentMouse Playbook makes creating professional, compliant lease agreements simple. This video walkthrough guides you through every step—from selecting your property to getting signatures.

Step 1: Access the Playbooks

Select the 'Playbooks' tab to explore rental management resources.

Step 2: Initiate Lease Creation Process

Click 'Start Playbook' to begin creating a new lease using the step-by-step wizard, which allows you to set terms and add clauses.

Step 3: Select Property for Auto-fill

Choose a property from the dropdown list to automatically populate its details.

Step 4: Select Province

Choose your province or state from the dropdown list. This ensures your lease complies with local regulations.

Step 5: Enter Property Address

Input the street address details including unit/suite number if applicable.

Step 6: Select Tenant

Click to select a tenant from the dropdown menu to auto-fill their details, or enter new tenant information manually.

Step 7: Set Lease Dates

Enter the lease start date and end date in the provided fields. The system will calculate the lease term automatically.

Step 8: Configure Rent Details

Input the monthly rent amount and select accepted payment methods (cash, cheque, e-transfer, etc.).

Step 9: Set Deposits and Fees

Enter the security deposit amount (ensuring it complies with regional limits) and configure late fee structure if applicable.

Step 10: Define Property Rules

Set the rules for your rental unit:

• Smoking Rules: Define where smoking is allowed or prohibited.
• Subletting Rules: Set policies for subletting or lease assignment.
• Parking Rules: Define parking availability and assign stall numbers.
• Pet Policy: Specify if pets are allowed and any restrictions.

Step 11: Configure Utilities & Responsibilities

Specify who is responsible for utility expenses and detail maintenance responsibilities between landlord and tenant.

Step 12: Set Entry Notice Requirements

Select the landlord's right to enter and notice requirements (e.g., 24-hour written notice standard).

Step 13: Define Additional Policies

• Guest Policy: Set rules for overnight guests and visitors.
• Noise Policy: Enforce quiet hours and noise restrictions.
• Termination Notice: Set the applicable notice period for ending the tenancy.

Step 14: Generate Legal Terms

Click the 'Generate' button to create legal terms using AI based on your input.

Step 15: Generate the Lease Agreement

Select 'Generate Lease' to create your complete lease agreement instantly.

Step 16: Sign the Document

Sign the document digitally:

1. Click to sign the document.
2. Sign in the box using your mouse or finger.
3. Click 'Apply Signature' to confirm.

Step 17: Preview and Finalize

Click 'Preview PDF' to review the lease document, then select 'Save & Finish' to complete the process.

Step 18: Send to Tenant

Click 'Send to Tenant' to email the lease for e-signature. The tenant will receive a secure link to review and sign the lease digitally.

Accessing Your Lease

After completion, you can:

• Select 'Lease Document' to view and manage lease details.
• Click 'Documents' to access all attached files related to the lease agreement.

Need Help?

If you have questions about creating leases or need assistance with specific clauses, contact our support team.