Units
| Address | City | Zip | Unit | Bed/Bath | Rent | S.D. | Min. Income | Status | Agent |
|---|
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— units
Status
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Applications
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Payments
Invoices
No saved invoices yet.
Click New Invoice to create one.
| Invoice | Type | Saved |
|---|
Template:
Quick Fill
Invoice
Bill From (Agent)
Deal Details
Commission
Discount (optional)
Notes & Signature
COMMISSION INVOICE
Real Estate Referral / Agent Commission
Invoice #: —
Invoice Date: —
Bill From (Agent)
Full Name
Salesperson License Number
Agent Brokerage
Broker License Number
Phone
Email
Street Address
City, State, ZIP
Payment Instructions (Wire / Check)
Bill To
eRealty Advisors Inc
777 Westchester Avenue, Suite 101
White Plains, NY 10604
Deal Details
Property Address
Unit #
Tenant Name
Commission Calculation
| Description | Monthly Rent ($) | Rate (%) | Amount ($) |
|---|---|---|---|
| Showing Agent Commission | — | — | — |
Subtotal:$0.00
Discount :−$0.00
Net Commission Due:$0.00
Net Commission Due
$0
Notes / Memo
Agent Signature
Date Signed
Please submit this completed invoice for payment processing. Fields highlighted in yellow are auto-calculated.
Quick Fill
Invoice
To (Landlord / Paying Party)
From (Agent)
Transaction Details
Commission
Discount (optional)
Additional Line Item (optional)
Notes / Additional Terms
eRealty Advisors, Inc.
HQ: 777 Westchester Ave, Suite 101, White Plains, NY 10604 | Phone: 914-712-6330
NJ Real Estate Commission Ref: 1861520 | NYS Div. of Licensing: 10991224779 | CT: REB.0791718 | PA: RBR003829 | MA: 423194
Commission Invoice
DATE:—
Invoice #: —
To (Landlord / Paying Party)
Name:
Company:
Email:
Phone:
From (Agent)
Agent Name:
Company:
Phone:
Email:
Transaction Details
PROPERTY ADDRESS:
UNIT / APT #:
TENANT NAME:
LANDLORD NAME:
MONTHLY RENT:
LEASE TERM:
Commission Due to eRealty Advisors, Inc.:
$0.00
Wire Transfer Payment Instructions
Bank:JPMorgan Chase
Routing Number:021000021
Account Number:110357032
Account Name:eRealty Advisors, Inc.
IMPORTANT: Include agent name and full property address in the wire memo/reference field.
Notes / Additional Terms
Payment is due at lease signing / closing. Commission check for eRealty Advisors, Inc. should be given to the agent at closing or wired per instructions above.
If mailing a check, make payable to eRealty Advisors, Inc. and mail to: 777 Westchester Ave, Suite 101, White Plains, NY 10604 (Attn: Agent Name).
If mailing a check, make payable to eRealty Advisors, Inc. and mail to: 777 Westchester Ave, Suite 101, White Plains, NY 10604 (Attn: Agent Name).
Quick Fill
Link to Application — signed PDF auto-saves to this app's Documents
Receipt Info
Tenant
Property
Deposit
Payment
Agent Signature
Holding Deposit Receipt
RTA Submission · Section 8
Receipt #
—
Date
—
Received From (Tenant Name)
—
Property Address
—
Deposit Amount
$
—
Payment Method
—
Send Payment To
—
This $— holding deposit will be applied toward the tenant's security deposit at lease signing. The deposit becomes non-refundable only if the applicant cancels the rental or withdraws the Section 8 RTA submission prior to move-in.
Tenant Signature
Date
Owner / Agent Signature
Date
Saved Invoices
No saved invoices yet. Fill in an invoice and click Save to store it for later.
| Invoice | Type | Saved |
|---|
Create Template from PDF
Upload an existing invoice PDF and AI will extract its structure into a reusable template.
Stored only in this browser's localStorage — sent directly to Anthropic's API, nowhere else.
Drop PDF here or click to browse
PDF files only
Tasks
No tasks yet.
| Priority | Title | Due | Assignee | Category |
|---|
New task
Working…
Drop files here or browse
Todo
In Progress
Done
None
Low
Med
High
Urgent
A new task will be created automatically when this one is marked done.
This task was auto-created from an application checklist. Marking it done will also tick the corresponding checklist item.
Working…
🎉
Task complete!
has finished the stage.
Advance to ?
Apply Workflow Template
for
Name this document
Reason for denial
This reason will be saved to the applicant's activity timeline for reference.
Send a WhatsApp template
Email campaign
No linked application
Preparing Your Document
Generating PDF
Uploading
Opening builder
Do not close or refresh this page
This can take up to 1 minute. Leaving now will cancel the process and you'll need to start over.
Unsaved changes
You have unsaved changes. Are you sure you want to leave without saving?
Send for Signing
Void Document
Are you sure you want to void this document? This action cannot be undone.
Reopen Document
This will reopen the document to partially signed status.
Signatures already collected are preserved. You can update contact details for unsigned recipients, then use Send Reminder to deliver the document to them.
Tidy up duplicates
Use Template
Lease Builder
No templates yet
Upload a PDF lease template (with
{{placeholder}} markers) to get started.
For repeating sections, use {{tenant_1_name}}, {{occupant_1_name}},
{{signature_1}} — the system handles the rest.
Quick Fill
No template selected
Pick a saved template or upload a PDF to start building your lease.
Click anywhere in the document to edit. Page markers show where each PDF page will end.
e-Sign
Sort by
Filter by status
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Drop a PDF here or click to upload
No documents yet
Upload a PDF to begin. Drag signature, initial, date, or text fields onto the page,
assign each to a recipient, and send via SMS for signing.
| Document | Status | Signers | Updated |
|---|
Draft
Template
Fields
Signature
Initial
Date
Text
Full name
Checkbox
Radio
Dropdown
Edit document
Add text
White out
Pick a signer, choose a field type, then click on the PDF to place it.
Add a recipient first → fields are assigned to a specific signer.
Recipients
No recipients yet.
Add who needs to sign this document.
Add who needs to sign this document.
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New Lease Template
How: Open your lease in Google Docs (or Word). ⌘/Ctrl+A to select all,
⌘/Ctrl+C to copy. Then click into the editor below and ⌘/Ctrl+V to paste.
Bold, italic, lists, and paragraph spacing all come through.
How: In Google Docs choose File → Download → Microsoft Word (.docx), then drop it below or browse.
Drop a .docx here, or browse
Lossless import — keeps bold, italic, lists & spacing
PDF extraction is approximate.
Text and formatting may be imperfect — words can run together, bold/italic may be missed, lists may flatten.
Review the body below carefully and fix any errors before saving.
For a perfect import, use Paste or .docx instead.
Drop a PDF here, or browse
Text is extracted automatically — review before saving
Scans the body and inserts
{{placeholders}} for you — review before saving.
What you see is what saves. Verify against your source before saving.
Auto-fill from screening report
Drop a screening report PDF (Weimark, NTN, TransUnion, etc.). The AI will extract every applicant and let you review before filling the lease.
Drop a PDF here, or browse
Review extracted applicants
Edit any cell, remove rows you don't need, then Apply.
Lease Options
Pick a Template
—
Saved Leases
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No saved leases yet. Build one and click Save to start a draft.
No saved leases match your search.
| Address / Tenant / Template | Status | Updated |
|---|
Delete
Delete Template
You're about to permanently delete . This cannot be undone.
Manage Lease Templates
No templates yet. Click "New Template" to upload one.
| Template | Category | Region | Actions |
|---|
—
?
—
—
—
Full Name
—
Email
—
Phone
—
Role
—
Brokerage
—
Last Sign-in
—
Theme
Billing Info (auto-fills your invoices)
Role can only be changed by the Owner from the Agents page.
Preferences
Email, push and text alerts now live under Your Account › Notifications.
Locked
This section is only available to Admins and Owners.
Your role: —
Conversations
Filter conversations
Calendar
New Appointment
Date & time
Contacts
| Contact name | Phone | Created | Last activity | Tags | MOP | Property of Interest | Floor Plan | Stage |
|---|
👤
No contacts found
Try adjusting your filters
Merge contacts
Merged contacts
Please confirm
End relationship
Document
Contact
Add Contact
Import Contacts from CSV
1. Upload
2. Map Fields
3. Preview
4. Import
📄
Drop your CSV file here
or click to browse
Choose file
💡 GHL Export tip: In GHL go to Contacts → ⋮ menu → Export → Export all contacts as CSV. All custom fields (MOP, Floor Plan, Property of Interest) will be included automatically.
Map your CSV columns
Match each app field to the column in your CSV. Leave as "— Skip —" to ignore.
| App field | Your CSV column | Sample value |
|---|
Preview import
⚠️ Contacts with a matching phone number will be updated. New phone numbers will be created.
Import Units from Spreadsheet
1. Upload
2. AI Mapping
3. Preview
4. Done
📊
Drop your spreadsheet here
Supports .csv, .xlsx, .xls — any column names work
Choose file
✨ AI-powered column mapping — upload any spreadsheet format. Our AI reads your column headers and sample data, then automatically matches them to the right fields. You review and confirm before anything is saved.
Review the AI suggestions and adjust any that need fixing. Set to "— Skip —" to ignore a field.
| App Field | Your Column | Sample Value |
|---|
ℹ️ Units with the same address + unit # will be updated. New combinations will be created.
Link a Google Sheet
1. Access
2. Sheet
3. Mapping
4. Preview
5. Done
Includes anything shared with you. Works even if you only have view access.
or paste a link
In Google Sheets, click Share and set “Anyone with the link” to Viewer first — this works for a sheet you can't add anyone to, like one a property manager shared with you. (Anyone who has the link can then read it, same as any link-shared doc — fine for a vacancy list.)
If the manager ever corrects a spelling in the address column, a stable ID column handles it better.
Every unit from this sheet is tagged with it. Most managers don't put their own name in their own rent roll — but if this sheet does have a management company column, map that on the next screen and it wins.
Everything above is what we’d create. If any of it is wrong, the table below is where you change it:
each row is one LeasePace field and the dropdown is the column of your sheet that fills it.
Anything we can’t read gets an amber tag — press it to see what happens and fix it there.
Set a field to “— Skip —” and we’ll never write it.
| App Field | Your Column | In your sheet → what we’d store |
|---|
Dashboard
Leads by Stage
Lead Payment Typevoucher vs cash
How they pay
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Quick actions
Analytics
Agent Performance
| Agent | Units Assigned | Move-ins | Showings | Commission Pending | Commission Paid |
|---|
Showings Pipeline
Exports
Download your data as CSV files. All exports include current data at time of download.
Property Manager Report
Professional PDF with company branding — grouped by status. Email directly to a property manager.
Contacts
Name, phone, email, stage, MOP, floor plan, property, tags
Units
Address, rent, status, beds/baths, agent, management company
Applicants
Name, unit applied for, status, income, move-in date
Showings & Commission Report
Agent, contact, unit, date, status, commission amount, paid status
Full CRM Export
Everything — contacts, units, applicants, showings in one ZIP
Settings
·Company details
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Invoice branding
Your company name, logo, and color appear on every invoice and on the client payment page.
Shown top-right on the invoice. Paste an image URL.
Logo
Used for buttons and accents on the client payment page.
Sender & replies
Invoices are sent from LeasePace’s secure address for deliverability. Client replies go to whatever inbox you choose.
Fixed for deliverability — your company name still shows as the sender.
Your company <noreply@leasepace.io>
When a client replies to an invoice, it goes here — your company or personal inbox.
Invoice defaults
Applied to every new invoice — you can still change them per invoice.
Invoice numbers count up automatically and never repeat.
Next: INV-2026-000001
Prefills the note on new invoices (e.g. payment terms or a thank-you).
Online payments Coming soon
Connect your Stripe account to let clients pay invoices by card or bank transfer. Money lands in your account; LeasePace never holds your funds.
We’ll turn this on next. Until then, invoices show a “Pay online — coming soon” badge.
Business hours
Powers the Dashboard “Reply Time” metric — replies are measured only against the hours you’re open, so nights and weekends never count against your speed-to-lead.
Company
Your public identity — used in invite emails, lease documents, and public listing pages.
Business logo
PNG, JPG or SVG · up to 2.5 MB · recommended 350 × 180.
Your registered entity. Used on invoices, signature certificates, and with the phone carriers.
Used on texts, tour messages, signature emails and your public listing page. Leave it blank to use your legal name without the LLC or Inc.
Shown to tenants on shared listing pages as the Call / Text number.
Business details
Legal entity information — used on lease documents and for SMS / A2P registration.
Business address
Your registered business location and time zone.
Authorized representative
The person legally authorized to act for the business.
Management companies
Companies whose units you manage. Click a company to edit its details or documents.
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Contact info on reminders
The company name, phone, and email that automatically appear in every appointment text and email. Set it once here and it fills in for every lead.
Set in Settings → Company details → “Name renters see”.
Leads will see:
{{company_name}} → —{{company_phone}} → —{{company_email}} → —The rest fill in automatically per appointment —
{{contact_name}} from the lead, {{datetime}} & {{address}} from the booking.Appointment reminder templates
The text + email your leads get when you book an appointment. Edit per type and restore defaults anytime — merge fields fill in automatically when sent.
My alerts
Just for you — which task alerts reach your email, your devices and your phone. Everyone on the team sets their own. Saves automatically.
Email (for tasks assigned to you)
Push
Text (SMS) Alerts
Off means we never text you — this is the only number we use for alerts, separate from the work phone on your profile. Sent from your workspace's own number; Twilio must be connected.
New message sound
Play a sound on this device when a new incoming text arrives in the inbox. This setting is per-device.
Enabled
Funding request email
When enabled, submitting a funding request automatically emails the showing agent with a congratulatory update. Account owners are CC'd.
Enabled
Task reminders
The automatic reminder engine — pre-due reminders, overdue follow-ups, escalation, and the morning digest. Each person mutes their own categories under My alerts, above.
Reminder engine enabled
Send a morning digest at
Escalate to the task creator after
Delivery channels
The in-app notification bell always records activity, regardless of these.
Field options
Customize the choices shown in this Unit form dropdown.
Workflow statuses
Automatically set when an application changes stage. Labels and colors are editable; the keys themselves cannot be removed or hidden.
Other options
Application checklists
Items shown in the Under Review, Approved (Pre-Move-In), and Finalizing checklists. One item per line. Finalizing sections are editable by Owner / Admin only.
Branding
How your name and colors appear in signing emails and on the public sign page.
Document settings
Defaults applied to every new e-sign document.
days after sending. Set to 0 for no expiry.
days between auto-reminders to signers who haven't signed. 0 disables reminders.
When on, signer #2 can't sign until #1 has finished. Off lets all signers sign in any order.
When on, recipients see a "Decline to sign" option. Declining voids the document for everyone.
When on, you'll receive a copy of every signing invitation email so you always know when documents go out.
Recipient experience
Default email content recipients see, and what they see after signing.
Use
{{document_title}} and {{recipient_name}} as placeholders.Same placeholders +
{{sender_name}} are available.Loading…
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Deal financial defaults
Company-wide default used to compute commission, agent split, and outstanding balance. Any showing agent with their own commission set on their profile overrides this default.
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How these are used
Computed live from each application's contracted rent.
- Commission = contracted rent × commission months (e.g. $2,900 rent × 1 month = $2,900)
- Agent split = commission × agent split % (e.g. $2,900 × 70% = $2,030 to the agent)
- Outstanding = full commission until the funding-stage "Payment received" checkbox is ticked, then zero.
Connect your Weimark account
Paste your Weimark API key here. Agents can then send screening links from any applicant; completed reports flow back into the CRM automatically.
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How it works
A one-time setup. Once connected, screenings are completely automatic.
- Create your Weimark account (or use your existing one).
- Ask Weimark to enable API access on your account — email your Weimark rep or
support@weimark.com. The API Access Token option only appears after they activate it, and the connection won't work until then. - In Weimark: My Account → My Profile → API Access Token → Generate Token, then copy it.
- Paste the token in the field above and click Connect.
- Done. Send a screening from any applicant — completed reports flow back automatically. No webhook setup required.
Zillow lead email
Your workspace's own lead address. Put it in the Contact → Email field of a Zillow listing and its enquiries arrive here automatically, where Pace can answer them. Keep your usual address in the CC field so nothing stops reaching your inbox.
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Missed-call text-back
When an incoming call rings out and no one on the team picks up, automatically text the caller back so the lead isn't lost — voicemail or not. If they reply, it lands in your Inbox (and Pace answers it automatically when it's on).
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Vacation / out-of-office
Auto-reply to anyone who texts while you're away, so no one's left hanging. Turn it on now, or set the dates and it runs itself. Sent once per person. While it's on, it takes over from Pace.
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Post-tour follow-ups
Thirty minutes after a tour was due to end, Pace texts the renter one question — were you able to see the place? It works whether they showed up or not: "I couldn't make it" is a useful answer too. From their reply, Pace texts your application if they liked it, or suggests other units if it wasn't a fit. Honors quiet hours, Shabbat, opt-outs and your funds, and stays quiet if the tour was cancelled or a teammate already reached out. The 30 minutes is fixed and not adjustable.
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Pace — AI text replies
When a new lead texts your number, Pace replies within seconds, answers their questions, and qualifies them — hands-free. It hands off to you for anything sensitive. Sends from your current number.
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WhatsApp
Message leads and tenants on WhatsApp, right from your Inbox.
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Mobile notifications
Get a push notification on this device when a client texts you — even when the app is closed. Install LeasePace to your home screen first for the best experience.
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Connection
Live status and balance for the connected Twilio account.
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A2P 10DLC registration Required to send SMS in the US
US carriers require every business sending app-to-person texts to register a Brand and Campaign. Until your number is registered, messages may be filtered or blocked.
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Opt-out compliance message
Carriers (A2P 10DLC) require the first text to a new contact to explain how to opt out. When on, this is appended automatically to the first SMS each contact receives — not to follow-ups.
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Composer
How the Send key behaves in the Inbox composer. Per-device.
When on, Enter sends and Shift+Enter makes a new line.
When off, Enter makes a new line and ⌘/Ctrl+Enter sends.
When off, Enter makes a new line and ⌘/Ctrl+Enter sends.
Your texting number
A dedicated number for your texts and calls. $1.15/month, billed with your subscription.
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Phone numbers
Numbers owned by your Twilio account. The active number is used for all outbound SMS. You only see the numbers connected to your own account.
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Buy a number
Search for available local numbers by area code and purchase directly from Twilio (~$1.15/mo per number).
Team members
Everyone in your workspace. Tap someone to open their page — role, contact details, commission split and files. Only invited emails can sign in.
Billing & plan
View your plan, update payment, or change subscription.
Fix map coordinates
Re-geocode all existing units using Google so every pin sits at the exact address. Takes about 30 seconds.
Roles & Permissions
Control what each role can see and do. Built-in roles can't be deleted. Create custom roles and assign them from each person's page in Team members.
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Select a role.
Exports
Download your data as CSV files. All exports include current data at time of download.
Contacts
Name, phone, email, stage, MOP, floor plan, property, tags
Units
Address, rent, status, beds/baths, agent, management company
Applicants
Name, unit applied for, status, income, move-in date
Showings & Commission Report
Agent, contact, unit, date, status, commission amount, paid status
Full CRM Export
Everything — contacts, units, applicants, showings in one ZIP
Lease PDF Filename
Customize how lease PDFs are named when downloaded.
Filename template
Use the tokens below to build a custom name. The
.pdf extension is added automatically.Available tokens — click to insert
{address}
{tenant_last}
{tenant}
{year_range}
{start_year}
{end_year}
About LeasePace
Workspace info & support.
Versionv1.0
Workspace—
Total units—
Total agents—
Flyers
Style
Type
Listings