How to Add New Leases in Cloud Rental Manager
This step-by-step tutorial shows how to create a new lease in Cloud Rental Manager, selecting the property, adding a tenant, adding a cosigner , setting rent and deposits, adding charges, uploading lease files, applying an e-signature, and generating the lease.
Step 1: Open the Leases Section from the Dashboard
From the Dashboard, use the left-hand menu to expand Leasing, then click Leases. On the Leases page, click the Add Lease button (top-right).
Step 2: Review the “Add Lease” form layout
You’ll land on the Add Lease page. This form is typically completed in this order:
- 1. Property + lease dates
- 2. Tenant / cosigner
- 3. Rent + pro-rated rent (optional)
- 4. Security deposit (optional)
- 5. Charges (optional recurring and/or one-time)
- 6. Upload files + e-signature
- 7. Generate lease
Step 3: Select the Property
In the Property* dropdown, select the property/unit address for the lease.
Step 4: Choose Lease Type and Set Start/End Dates
Complete the required lease setup fields:
- Lease Type* (example shown: Fixed w/rollover)
- Start Date*
- End Date*
Step 5: Open “Add Tenant / Cosigner”
In the Add Tenant* section, click Add Tenant / Cosigner to attach a tenant to the lease.
If the tenant already exists:
- 1. Check Choose an existing Tenant
- 2. Search/select the tenant from the list
- 3. Click Done
If this is a new tenant, enter the required fields under Contact information:
- First Name*
- Last Name*
- Phone Number*
- Email*
- Password (if required for resident access)
- Personal Information (DOB, Taxpayer ID, comments, etc.)
Then click Add Tenant to save.
Step 5.1: Add a Cosigner (optional)
If your lease requires a cosigner:
- 1. In the same modal, click the Cosigner tab
- 2. Fill in the cosigner’s contact details (name, phone, email)
- 3. Add address details (street, city, country, zip)
- 4. Click Add Cosigner
Step 6: Enter Rent Details (Rent Cycle, Amount, Next Due Date)
In the Rent section, complete:
- Rent Cycle* (example: Monthly)
- Amount*
- Next Due Date (if applicable)Phone Number*
- Optional: Charge pro-rated rent for current month (if you need a partial first-month charge)
Step 7: Add a Security Deposit (Optional)
If you’re collecting a deposit, enter the amount in Security Deposit (Optional).
Step 8: Add a Recurring Charge (Optional)
To add recurring fees (e.g., monthly pet rent, parking, utilities):
- 1. Click Add Recurring Charge
- 2. Complete the recurring charge fields
- 3. Click Add
In the Recurring Charge modal:
- Select Recurrence Type* (example: Monthly)
- Set Charge Start From*
- Choose an Account*
If the right account doesn’t exist, select Add new account.
Step 8.1: Create a New Account (If Needed)
If you selected Add new account, complete:
- Account Name*
- Account Type*
- Fund Type*
- Optional: Notes
Fill the account details and click Add to save it.
Step 8.1: Create a New Account (If Needed)
Back in the Recurring Charge modal:
- Confirm the correct Account* is selected
- Enter Amount*
- Confirm the memo (optional)
- Click Add
Step 9: Add a One-Time Charge (Optional)
To add one-time fees (move-in fee, admin fee, etc.):
- 1. Click Add One Time Charge
- 2. Complete the fields
- 3. Click Add
If a required field is missing, it will be highlighted. Select the Account* and ensure required fields are completed before saving.
Complete the one-time charge:
- Account*
- Charge Date*
- Amount*
- Memo (optional)
Click Add.
Step 10: Upload Lease Files and Add an E-Signature
Upload documents under Upload Files (maximum of 10 files).
- Max file size: 20MB
- Supported formats: .png, .jpeg, .pdf, .csv
- Review the E-Signature section and choose either Draw or Type.
- Add your signature.
You can enable Residents Center Welcome Email if you want the system to send a welcome email to the tenant.
Click Generate Lease to create the lease record. After generating, return to the Leases list and confirm the lease is listed with:
- Property address
- Rent cycle
- Lease start/end dates
- Rent amount