01
Prepare an agreement
- Use Create Agreement in Quick Actions. What you make is a draft for owner approval, not a live lease.
- Pick the property and tenant, then set the rent, frequency and dates as agreed.
- Submit it. It waits under Waiting on owner until the owner acts. Once they approve and send it, the tenant signs on their own phone.
02
Follow your requests
- Open Approvals to see every request you have raised and where each one stands.
- A request stays there until the owner approves or declines it. You cannot approve your own, and retrying will not change that.
- If something is urgent, contact the owner directly. Your request is already on the record.
03
Your activity trail
Activity logs the actions taken on the properties you manage, with who did them and when. It is the same record the owner sees, so there is nothing to reconcile when someone asks what happened.
If something goes wrong
My request has been waiting for days.
Only the owner can decide it. Contact them directly; nothing is lost while it waits.
I need to delete a property or mark it sold.
That permanently changes the owner's records, so it is the owner's decision, not available in the agent portal.
Still stuck? Contact support.