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Operations

Lease Renewal Workflow Agent

Automated renewal flow triggered 90 days before lease expiry, sending notices, dispatching DocuSign leases, and updating AppFolio on signature.

Overview

The Lease Renewal Workflow Agent manages the complete lease renewal cycle. Notices go out 90 days before expiry, leases are esigned, and AppFolio is updated automatically.

What Lease Renewal Workflow Agent Solves

Lease renewals are manual. Reminder emails are sent late, tenants don't sign until the last minute, and AppFolio isn't updated when leases are signed. Renewals are chaotic. Lease Renewal Workflow Agent monitors all lease expirations. 90 days before: renewal notice. 60 days: DocuSign lease. On signature: AppFolio updated. Zero manual work.

How It Works

All lease expiration dates are monitored. At 90/60/30 days before expiry, automated notifications and lease documents are triggered.

1

Lease Expiration Monitoring & Notice Timing

The agent monitors all lease expiration dates. 90 days before, renewal notice is sent to tenant.

Monitor lease database: extract all expiration dates
90 days before: send renewal notice to tenant SMS/email
Include: current lease terms, renewal rate, next steps
Log: notice sent date, tenant acknowledgment
2

DocuSign Lease Preparation & Dispatch

60 days before expiry, a new lease document is prepared and sent to tenant via DocuSign.

Pull existing lease from AppFolio
Auto-update: renewal dates, new rent amount (if changed), signature fields
Push to DocuSign: send lease to tenant for e-signature
Set reminder: 'Lease signature needed for [Property] by [date]'
3

Signature Tracking & AppFolio Update

Signed leases are automatically detected. AppFolio is updated with new lease terms and dates.

Monitor DocuSign for signature completion
Upon completion: extract signed lease PDF
Update AppFolio: new lease dates, terms, rent amount
File: signed lease to property folder
Send property manager: 'Lease renewed for [Property]. [Details]'

Key Benefits

90-day lead time ensures no last-minute scrambling
Automated DocuSign flow eliminates emailing back-and-forth
AppFolio updates automatically — no manual entry
Zero missed renewals — system tracks all leases
Lease Renewal Workflow Agent | The Independent Broker Collective