Lease Transaction Process

Step #1
Select a Transaction State
Check if we're licensed in the transaction state. We are always working on adding new states to our licensing footprint!
Step #2
Have You Worked with Us Before?
Yes: Go to Step #3 No: Go to our Onboarding Page. Once approved, go to Step #3.
Step #3
Fill out and Sign a Co-Brokerage Agreement
First, you'll complete this form and sign. Next, it will be sent to us to review and sign. Once its fully executed, you can work on that transaction-side only.
Step #4
Certain states require a state-specific co-brokerage form. First, you'll complete this form and sign. Next, we will review and sign.
Step #5 *
First, you'll complete this form and sign. Next, it will be sent to us for signature. Once fully signed, you'll email it to the consumer.
Step #6 *
First, you'll complete this form and sign. Next, it will be sent to us for signature. Once fully signed, you'll email it to the consumer.
Step #7 *
Fill Out a Landlord Services Agreement or Tenant Service Agreement
First, you'll complete the form only. Next, it will be sent to us for approval. Once approved, you'll email it to the consumer for signature.
Step #8
Send Us Advertising Materials for Approval
We'll approve them or request revisions. Please review the advertising guidance page. All advertising must be approved.
Step #9
Let Us Know When You're Expecting to Receive or Submit an LOI or Proposal
Some states require us to request that certain terms be included in these documents.
Step #10
Send Us Copies of Executed LSAs, TSAs, LOIs, Proposals, Leases, and Amendments.
We are required to maintain a complete transaction file for any regulatory audits.
Step #11
Send Us All Initial Rent & Deposit Receipts
The landlord should provide a receipt on their letterhead including the amount and date received.
Step #12
Send Us All Commission-Related Forms for Landlord/Tenant
We will complete these forms and request payment from the landlord or tenant, whichever is applicable.
* In most situations, Steps 5, 6, and 7 can be completed simultaneously.

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