Lease templates: generate leases from your own lease

You don't have to switch to a generic lease. Upload the lease you use today, and every lease you generate uses your wording. Nexxus fills it in from the application and your settings, and then it's e-signed.

You need an active template to generate leases. Until you have one, the Leasing page shows "Set up your lease template to generate leases", and the lease wizard offers Import my lease.

1. Upload your lease

1. Go to Settings → Lease Templates.
2. Under Upload your lease, click Choose file. DOCX gives the cleanest result; PDF works too, up to 15 MB.

Upload the blank version you hand to new tenants. Blanks like "Rent: $______" and placeholders like "[Tenant's Name]" are exactly what Nexxus looks for. The file needs readable text, so a scanned image won't work. Export from Word instead.

Nexxus reads your lease and finds every fill-in spot; you'll see "Analyzing…" for a moment. The template is named after your document's title and starts as a draft. Importing from the lease wizard opens this same review.

2. Review it

The review opens automatically. Later, reopen it with Review on the template's row.

• Language check. "Language verified — 100% match" means every clause reproduces your lease word for word, and only values became fields. A lower percentage lists what didn't match. That is usually your signature section, which Nexxus replaces with e-signatures.
• Fields. Every fill-in spot Nexxus found:
  • Nexxus data fields fill automatically: tenant names, property address, rent, deposit, fees, lease dates, rent due day, late fee and grace days, and more.
  • Wizard input fields are custom fields you type into the lease wizard.
  • If a guess is wrong, choose a different field from the dropdown, create a New custom field… (for example "HOA name"), or pick Unbind (keep original text).
• Blanks to review. Write-in lines Nexxus left alone. Bind any that should fill from data, or leave them blank. When you bind a date or amount, you can choose its format: just the day, month or year, or money spelled out or without the $.
• Signature & date lines. Your wet-ink signature rows. Generated leases replace them with the e-signature section and a signature certificate, so there's nothing to fill in.
• Sample (placeholder data). A preview of the generated lease that refreshes after every change.

Two settings at the top help the wizard suggest the right template: Lease type (Short-term, Mid-term, Long-term, Any term) and Has co-signer lines. Neither is printed on the lease.

3. Activate

Click Activate template. Active templates appear in the lease wizard's Template step.

• The wizard pre-selects a Suggested template based on the lease length, and prefers one with co-signer lines when the lease has co-signers. You can always pick another.
• If the template has custom fields, they appear under Template fields, and every one must be filled in.

What the generated lease looks like

Your wording is kept exactly, laid out in Nexxus's clean lease format with your company name and accent color. Nexxus adds three things:

• a payment summary
• a SIGNATURES section for every signer
• a signature certificate page, once the lease is executed

Tenants initial wherever your lease has an initials line. See E-signing leases.

Changing or retiring a template

• Editing. Each lease keeps a frozen copy of the template it was generated from, so edits only affect leases you generate afterward. Changes to an active template take effect immediately.
• Archive hides a template from the wizard. You can activate it again later.
• Delete only works for a template that no lease has used. Otherwise, archive it.
• Different leases for different stays? Upload each one (for example, nightly stays and annual tenants) and set its lease type.