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Generate a Tenancy Agreement

Learn how to easily generate a Tenancy Agreement for your tenants.

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Written by Sara Fandel
Updated over a month ago

How to generate a tenancy agreement:

  1. Click on the Manage tab and select My Tenants under the Tenants section.
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  2. Click the Generate Tenancy Agreement button on the top right.
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  3. Select the type of agreement, then click the Next button.

  4. Select a tenant or add a tenant, then click the Next button.

  5. Enter the tenancy details, then click the Next button.

  6. Enter the payment details, then click the Next button.

  7. Enter the rent review details, then click the Next button.

  8. Choose whether to add a witness, then click the Next button.

  9. Review your agreement.

  10. If satisfied, you have two options:

    • Download and Save button to save a PDF version of the tenancy agreement.

    • Send for Signature button to send to your tenant for digital signing.

    • If more edits need to be made, click the Manage Sections button.

Click the three dots on the right of the section if you want to make a change to the section (edit, delete, move up, or down).

Pro Tip: To add multiple tenants to your AST, go to the My Tenants page, edit one of the tenants in the agreement, and add a Sub/Joint Tenant with the name(s) of the other tenants and their contact information.

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