Lease Agreement Preparation Template

More commercial-real-estate templates

Streamline the preparation of lease agreements in the commercial real estate industry with this detailed template. From collecting property details to obtaining client signatures and archiving the final agreement, this template covers all necessary tasks to ensure a smooth and efficient process.

By following the step-by-step guide provided, Sales & Leasing Associates can organize their workflow, ensure accuracy, and maintain a high level of professionalism in handling lease agreements.

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Lease Agreement Preparation Template for Priority Matrix

Lease Agreement Preparation Template in Priority Matrix

Ensure timely and efficient lease agreement preparation with this comprehensive template.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Collect Property Details - due in 1 day
    ☐ Subtask1 Gather all necessary details about the property. ☐ Subtask2 Cross-check all gathered details for accuracy.
  • Task 2: Draft Initial Lease Agreement - due in 3 days
    ☐ Subtask1 Use the collected details to draft the initial lease agreement. ☐ Subtask2 Ensure all terms and conditions are clearly outlined.

High Impact, Long Term

  • Task 3: Review Lease Agreement - due in 1 week
    ☐ Subtask1 Thoroughly review the draft for any errors or omissions. ☐ Subtask2 Make necessary corrections.
  • Task 4: Obtain Legal Approval - due in 2 weeks
    ☐ Subtask1 Submit the draft to a legal team for approval. ☐ Subtask2 Incorporate any changes suggested by them.
  • Task 5: Communicate with Client - due in 3 weeks
    ☐ Subtask1 Share the draft agreement with the client. ☐ Subtask2 Discuss and negotiate terms if necessary.

Low Impact, Quick Wins

  • Task 6: Finalize Lease Agreement - due in 1 month
    ☐ Subtask1 Make final changes to the agreement based on client feedback. ☐ Subtask2 Prepare the final version of the lease agreement.
  • Task 7: Obtain Client Signature - due in 5 weeks
    ☐ Subtask1 Send the final agreement to the client for signature. ☐ Subtask2 Ensure all parties have signed the agreement.

Low Priority / Etc.

  • Task 8: Archive Lease Agreement - due in 6 weeks
    ☐ Subtask1 File the signed agreement in the company's records. ☐ Subtask2 Ensure all digital copies are stored securely.
  • Task 9: Update Property Status - due in 7 weeks
    ☐ Subtask1 Update the property status in the company's records. ☐ Subtask2 Notify the relevant teams.
  • Task 10: Follow up with Client - due in 2 months
    ☐ Subtask1 Check in with the client to ensure they're satisfied. ☐ Subtask2 Address any issues or concerns they might have.