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Lease Before The Tenancy Begins Form

Use a Lease Before The Tenancy Begins template to make your document workflow more streamlined.

What the lease form does

The Lease Before The Tenancy Begins Form records the terms a landlord and tenant agree before occupancy starts. It can identify the property and parties, state the tenancy term, rent, deposit, payment timing, possession date, responsibilities, and signatures. In signNow, the sender uploads the document, reviews detected fillable fields, assigns fields to each party, and sends it for completion. The finished lease and audit trail preserve the signed version and signing events. State landlord-tenant law controls required clauses, disclosures, notices, and any separate notarization or recording procedure.

Who benefits from this lease form

The form is most useful when landlords, property managers, and tenants need a clear record before possession or rent obligations begin.

  • Independent landlords can prepare a lease for a specific property, collect tenant signatures remotely, and retain the completed agreement without coordinating an in-person appointment. The workflow keeps rent, deposit, possession, and term details together in one signed record for the intended tenancy.
  • Property management companies can route leases to landlords, tenants, guarantors, and authorized representatives in a defined order. Shared templates and role-based access help teams handle multiple properties while limiting changes to approved users and preserving a separate audit trail for each agreement.
  • Real estate enterprises can connect lease preparation with existing property, CRM, or storage systems. Centralized administrators can standardize fields, delegate sending, and retrieve completed agreements across offices while allowing local teams to manage tenant-specific details.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

How the lease workflow works

A completed lease moves from document preparation through field review, signer assignment, electronic signing, and secure record retention.

  • Upload the lease: Upload the lease document and review detected fields.
  • Check the details: Confirm tenant, landlord, rent, and date fields.
  • Assign signers: Assign signature and initials fields to each party.
  • Complete the record: Send, sign, and retain the completed lease.

Steps to complete the lease

Use this sequence to prepare, circulate, sign, and retain the Lease Before The Tenancy Begins Form.

  • Upload lease:

    Upload the lease document to signNow.
  • Check terms:

    Review property, rent, deposit, and date fields.
  • Assign parties:

    Assign fields to each named signer.
  • Send lease:

    Send the lease for electronic completion.
  • Retain record:

    Store the signed lease and audit trail.
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Lease signing stages and records

The lease moves through four document-specific stages, from confirming tenancy terms to preserving the final signed agreement.

01

Prepare the document

Upload the lease, review detected fields, and confirm property, party, rent, deposit, and tenancy dates.
02

Deliver to signers

Assign each signature, initials, and date field, then send the lease to the landlord, tenant, or guarantor.
03

Collect signatures

Each assigned party reviews the stated tenancy terms and completes the required electronic fields.
04

Archive the record

Download or store the completed lease with its audit trail after all required fields are finished.

Best practices for lease completion

Accurate terms, controlled signing, and preserved records help landlords and tenants establish what was agreed before the tenancy begins.

Verify every lease term before sending

Use the exact property and tenancy details agreed by the parties. Confirm the address, unit, rent, deposit, payment dates, term, renewal language, and included services before sending. Have each party review material terms rather than relying on a template that may contain outdated information.

Assign fields to the correct parties

Assign each signature, initials, and date field to the correct person. Keep landlord and tenant roles distinct, and require every named party to complete assigned fields before marking the lease finished. This creates a clearer record of assent to the stated tenancy terms.

Preserve the signed lease record

Preserve the completed document with its audit trail and final version. Restrict editing after signature, use controlled access, and retain related communications according to applicable state landlord-tenant and business-record requirements. Do not overwrite an earlier signed version.

Check state formalities and exclusions

Review state requirements before using electronic execution for unusual lease transactions. Deeds, notarized instruments, court filings, and documents involving special statutory formalities may require separate procedures even when the lease itself can be signed electronically.

Privacy and disclosure issues to avoid

  • Personal details, rent amounts, deposits, and dates can remain visible to unauthorized recipients when sharing the completed lease by email.
  • Missing consent language may leave parties uncertain whether electronic records and signatures were accepted for this tenancy agreement.
  • Giving every leasing employee edit access can expose bank details, identification data, or negotiated terms beyond the transaction team.
  • A changed lease version without preserved history can make it difficult to establish which rent, term, or condition the parties accepted.

State rules and document boundaries

State rule

Notarization required

Missing evidence

Lease terms disputed

Separate recording

Deed transfer involved

Excluded document

Court filing required

Platform requirements for signing

Lease preparation and signing can be completed through a current Chrome, Firefox, Safari, or Edge browser on Windows or macOS. signNow also provides iOS and Android mobile apps for reviewing and signing the tenancy document.

  • Browser support Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile access iOS and Android mobile apps

Organizations should manage access through approved devices and accounts, especially when leases contain identification details, payment information, or property access instructions. Enterprise teams can evaluate API access, SSO provisioning, and storage integrations separately when their lease workflow requires centralized administration or automated record handling.

Integrations for lease records

Connect lease preparation with property, customer, document, and project systems to reduce duplicate entry and keep completed tenancy records organized.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for signed lease records

Data encryption:

Encrypted in transit and at rest

Transport standards:

TLS 1.2/1.3 and AES-256

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Signing evidence:

Audit trail records signing events

Signer authentication:

Two-factor authentication available

Lease form troubleshooting questions

Resolve field, signer, legal-validity, retention, plan, and notarization questions before relying on a completed tenancy agreement.

Upload the lease, review signNow’s detected fields, and add missing signature, initials, date, rent, or party fields manually. Confirm that each field is assigned to the correct landlord, tenant, guarantor, or representative before sending the document.

Open the document settings and verify the recipient email address, assigned role, and required fields. Resend only after confirming the tenant or landlord received the correct lease version and can access the signing request.

Electronic execution may be recognized under ESIGN, 15 U.S.C. ch. 96, and applicable state law, including UETA or New York ESRA. Review state landlord-tenant requirements separately, because electronic signing does not replace required disclosures, notarization, or recording.

Use signNow audit trails to preserve timestamps, signer actions, and the completed document. Restrict editing after completion, export the record when policy requires, and retain it under applicable state landlord-tenant and business-record requirements.

The Business plan includes legally binding eSignatures, templates, audit trails, and mobile apps at $8 per user per month when billed annually. Business Premium adds bulk send at $15 per user per month annually; confirm the plan meets your lease volume and control needs.

A lease involving a deed transfer, court filing, family law order, or another excluded document may require a separate process. ESIGN excludes wills, certain court documents, and other listed records; check the applicable state agency or court requirement before sending.

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