Leasing Workflow: Generate Quote

Discover how to streamline your leasing process by efficiently generating accurate quotes in just a few simple steps.

Written By Systems Admin (Super Administrator)

Updated at May 13th, 2026

This user guide outlines the basic steps for creating a proposal for a single occupancy resident. Ensure you have met the pre-requisites before proceeding:

  • Must be in Future Resident or Waitlisted Status.
  • Primary Payer Selection
  • Appropriate contacts have valid email addresses
  • Correct apartment number is selected

**Please note we do not need to include the community fee in this quote sheet