Create and e-sign a lease

Create a lease document and send it for electronic signature, all in Wealthru.

Before you start

• Uploading your own lease and e-signing it are available on all plans, with nothing to turn on.
• Having Wealthru generate the lease for you is a newer feature that is off by default while it is under legal review. If you do not see the Generate option, ask your administrator to turn on "lease document builder". Uploading your own PDF always works.
• Province rules for deposits and rent show with a PREVIEW mark and a "tooling, not legal advice" note. Review them before you rely on them.

Steps

1. Open the lease from Leases, then go to Documents and signing.
2. Get the document ready under Lease document. You have two options: - Generate the standard lease agreement. Wealthru builds its own plain-language lease from the lease details you entered (parties, rent, deposit, term). - Upload your own lease PDF instead, if you already have one you want to use.
3. Select Generate (or upload your file). Wealthru checks everything and stops with a clear message if a required field is missing.
4. Send it for e-signature. Every tenant signs first on their own secure link, then the landlord countersigns to fully execute the lease. Where the lease lists more than one landlord, each of them countersigns, and the lease executes only when every signature is in.

What happens next

• When every required signer has signed, the lease is marked signed, a final copy is saved, and everyone is notified.
• You do not have to walk the tenancy through Applicant, Screening and Approved first. If the tenancy is still being set up, signing moves it to Signed for you once both parties are done.
• If the tenancy is already live, signing does not change its stage. It files an updated signed copy and leaves everything else alone, which is what you want when you are filing a corrected lease or the paper lease of a tenant who already lives there.
• Other documents you create against the lease, like the pre-authorized debit form, use the same signing flow but stay separate. They never count toward executing the lease itself.

When a lease cannot be signed

Some tenancies are finished, so there is nothing left to sign. On these you will not see the send form. The panel tells you why and what to do instead, and any signatures already collected stay on screen so you keep the record.

| The tenancy is | What you see | What to do | | --- | --- | --- | | Retired as entered by mistake | "This tenancy was retired as entered by mistake" | Reopen it from the lease if it was retired in error | | Archived, withdrawn or rejected | "This tenancy is closed" | Reopen it from the lease, or start a new tenancy for the unit | | Moved out or deposit settled | "This tenancy is winding down" | Move it back to Active first if the tenant is staying |

A signing link that was already emailed stops working at the same moment. The signer sees a short note asking them to contact you, rather than a lease summary for a tenancy that is over.

Move-out paperwork is not affected. Inspection reports, key receipts and tenancy forms can still be signed while a tenancy winds down, because that is exactly when you need them.

Notes

• Generating the same document twice does nothing extra. It will not create duplicates or send duplicate emails.