Parties
Identify full legal names for tenants and landlord, including any guarantors; indicate capacity (individual, LLC, trust) and contact details for notice delivery.
A concise written offer reduces misunderstandings, speeds negotiations and preserves each party’s intent. It documents material terms and contingencies, helps landlords evaluate applicants fairly, and creates a reproducible record for later lease drafting or dispute resolution. Electronic delivery and signing can streamline turnaround while keeping an audit trail.
Common users range across property owners, brokers and applicants; each role uses the document differently.
Clear role definitions reduce delays and ensure the offer is processed by the appropriate decision maker.
Responsible for receiving offers, verifying applicant information, communicating counteroffers and executing the final lease on the owner’s behalf when authorized to do so. Authority to bind follows internal approval policies and property ownership instructions.
Submits the offer with identifying information, rental history and payment terms. The tenant’s signature demonstrates intent to be bound if the landlord accepts under stated conditions; mismatched names or incomplete data can delay or invalidate an acceptance.
Tim Martin needed faster turnaround for multiple units
Brian Fitzgibbons required a simple interface for tenants
Identify full legal names for tenants and landlord, including any guarantors; indicate capacity (individual, LLC, trust) and contact details for notice delivery.
Provide full street address, unit number and any included parking or storage; specify whether utilities are included or billed separately.
State the lease start and end dates, any renewal options, rent commencement date and early-termination consequences.
Specify monthly rent, payment method, due date, late fees, prorations and the initial payment schedule including move-in prorate if applicable.
State deposit amount, conditions for refund, permitted deductions and how the deposit will be held per state law.
List required items such as credit approval, income verification, inspection results or landlord approvals and set firm deadlines for satisfaction.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or KBA depending on risk level |
| Signing Order | Sequential or parallel signer flow as required |
| Reminders | Automatic reminders schedule (e.g., 24/72 hours) |
| Storage Location | Designate property folder or cloud storage |
Ensure the platform supports required file formats, signer authentication and secure storage before sending offers.
Commonly 24–72 hours unless extended in writing
Usually 24–72 hours after acceptance
Specify inspection or approval windows (e.g., 7–14 days)
Set a clear possession date in MM/DD/YYYY format
State-specific; typically 14–60 days after tenancy ends
Offer prepared and reviewed by tenant or agent.
Offer sent to landlord or property manager for review.
Earnest or holding deposit provided if required.
Formal lease signed by landlord and tenant.
Collect government ID and match name to offer
Apply email, SMS, or KBA as configured
Determine if notarization or RON is legally recommended
If using RON, perform A/V and credential proofing
Notary completes acknowledgement or jurat
Store notary journal or RON recording per rules
Add witness signatures if state instrument requires
Save executed copy in secure, searchable storage