Managing Leases
A lease is the legal agreement between your organisation and a tenant that defines the terms of their tenancy. BrikSync PropOS lets you create, track, renew, and terminate leases — with a full history of every agreement.
Creating a Lease
Leases are created when a tenant is assigned to a unit. You can also create a lease for an existing tenant if their situation changes.
- Go to Leases → Create Lease or navigate to a tenant record and click Create Lease.
- Fill in the lease details:
- Tenant — select from your tenant list.
- Property — the property where the tenant will live.
- Unit — the specific unit being leased.
- Lease Start Date — when the tenancy begins (YYYY-MM-DD).
- Lease End Date — when the tenancy is scheduled to end (YYYY-MM-DD). Required by the API; for periodic tenancies, set a far-future date and renew as needed.
- Monthly Rent — the agreed rent amount (must be greater than 0, up to 1,000,000).
- Rent Due Day — the day of the month rent is due, 1–28 (defaults to 1).
- Security Deposit — the deposit amount held (0–1,000,000). Required by the API; set to 0 if no deposit is collected.
- Late Fee Amount — optional fee charged for late payments (0–10,000, defaults to 0).
- Late Fee Grace Days — number of days after due date before a late fee applies (0–30, defaults to 5).
- Notes / Special Terms — optional, up to 10,000 characters.
- Click Create Lease.
Once created, the unit’s status updates to Occupied and the tenant’s dashboard will reflect the active lease.
You can also create leases programmatically via POST /api/leases. See the API
overview for details.
Lease Types
| Type | Description |
|---|
| Fixed Term | Has a defined start and end date. Automatically flagged for renewal before it expires. |
| Periodic (Rolling) | No fixed end date. Continues month-to-month until terminated. |
Lease statuses
| Status | Meaning |
|---|
| draft | Lease created but not yet active. |
| active | Current, in-force tenancy agreement. |
| expired | End date has passed. Tenant may have moved out or be in a holdover period. |
| terminated | Lease has been formally ended before or on the end date. |
| renewed | Lease has been renewed and replaced by a new active lease. |
Leases approaching their end date within 60 days are flagged as “Expiring Soon” in the dashboard.
This is a display label, not a stored status — the lease remains in active status until it
expires or is renewed.
Status transition rules
Lease status changes are enforced server-side. Only the following transitions are permitted:
| Current status | Allowed next statuses |
|---|
| draft | active, terminated |
| active | expired, terminated, renewed |
| expired | renewed |
| terminated | (terminal — no further transitions) |
| renewed | active, terminated |
Attempting to change a lease to its current status returns: Lease is already in this status.
Attempting an invalid transition returns: Invalid status transition: {from} -> {to}
On PRO and BUSINESS plans with AI features enabled, BrikSync PropOS can automatically extract key terms from a lease when it is created. If the lease includes a terms field, the system processes it and stores extracted data in the ai_extracted field on the lease record.
AI extraction is best-effort — if it fails, the lease is still created successfully. This feature
requires AI to be enabled in your organisation’s plan limits.
Renewing a lease
When a fixed-term lease approaches its end date, you will see a notification in your dashboard and the lease will be marked as Expiring Soon.
To renew:
- Open the lease from Leases or from the tenant’s record.
- Click Renew Lease.
- Set the new end date.
- Update the monthly rent if it is changing.
- Add any updated terms in the notes field.
- Click Confirm Renewal.
The existing lease is marked as renewed and a new active lease is created with the new terms. The tenant will be notified of the renewal.
Review rent amounts at renewal time. The analytics dashboard (PRO+ plans) can show you market
benchmarks and occupancy data to inform rent decisions.
Terminating a Lease
If a tenancy needs to end — whether by notice, mutual agreement, or expiry — you can formally terminate the lease.
- Open the lease record.
- Click Actions → Terminate Lease.
- Enter the termination date — when the tenant will vacate.
- Select a reason — e.g. End of Term, Tenant Notice, Landlord Notice, Abandonment.
- Add any relevant notes.
- Click Confirm Termination.
The unit will return to Vacant status on the termination date, and you can begin the process of finding a new tenant.
Terminating a lease in BrikSync PropOS is an administrative record. You must still comply with all
local tenancy laws regarding notice periods and eviction procedures.
Move-out workflow
When a tenant is ready to vacate, BrikSync PropOS provides a structured move-out process that tracks every step from notice to deposit refund. Navigate to Leases → Move-Out to manage all active move-out cases.
Submitting a move-out notice
Tenants or managers can initiate the move-out process for an active or renewed lease.
- Go to Leases → Move-Out and click Submit Notice.
- Select the lease — only active or renewed leases are eligible.
- Enter the intended move-out date (YYYY-MM-DD).
- Optionally provide a reason (up to 2,000 characters).
- Click Submit.
A move-out case is created with the status notice_submitted. Staff members with admin, property manager, or landlord roles receive a notification to review and schedule a final inspection.
Each lease can have at most one move-out case. Submitting a second notice for the same lease
returns an error.
Recording a final inspection
After the tenant vacates, a landlord or property manager records the final inspection.
- Open the move-out case from Leases → Move-Out.
- Click Record Inspection.
- Fill in the inspection details:
- Inspection date (YYYY-MM-DD). The system stores this as a datetime at noon UTC (e.g.
2026-03-24T12:00:00.000Z).
- Condition summary — a description of the property’s condition (10–5,000 characters).
- Damages cost — estimated repair cost (0–1,000,000, defaults to 0).
- Cleaning cost — estimated cleaning cost (0–1,000,000, defaults to 0).
- Unpaid rent — any outstanding rent identified (0–1,000,000, defaults to 0).
- Notes — optional (up to 2,000 characters).
- Click Save Inspection.
The move-out case status advances to inspection_completed and the tenant is notified that the inspection is done.
Reconciling the security deposit
Once the inspection is complete, reconcile the security deposit to determine any refund.
- Open the move-out case and click Reconcile Deposit.
- Enter the reconciliation details:
- Security deposit amount — the original deposit held (0–1,000,000).
- Damages deduction (0–1,000,000, defaults to 0).
- Cleaning deduction (0–1,000,000, defaults to 0).
- Unpaid rent deduction (0–1,000,000, defaults to 0).
- Other deduction (0–1,000,000, defaults to 0).
- Stripe PaymentIntent ID — optional; if provided and a refund is due, the system processes the refund through Stripe automatically.
- Notes — optional (up to 2,000 characters).
- Click Reconcile.
The following fields are calculated automatically by the server and included in the reconciliation response:
| Field | Type | Description |
|---|
deductions_total | number | Server-computed sum of all deductions (damages + cleaning + unpaid rent + other). Read-only. |
refund_amount | number | Server-computed refund (security deposit minus total deductions, minimum $0). Read-only. |
stripe_refund_id | string or null | Stripe Refund ID, populated if the refund was processed through Stripe. |
refunded_at | datetime or null | Timestamp when the refund was processed. Null if no refund has been issued. |
If a Stripe PaymentIntent ID is provided and a refund is due, the refund is processed automatically. The refund_status field tracks the outcome:
| Status | Meaning |
|---|
| pending | Reconciliation has not yet occurred. |
| processed | The Stripe refund succeeded. |
| failed | The Stripe refund failed. |
| manual | No Stripe PaymentIntent ID was provided or Stripe was unavailable — process the refund outside the platform. |
The move-out case status advances to reconciled and the tenant is notified of the outcome.
Move-out case statuses
| Status | Meaning |
|---|
| notice_submitted | Tenant has submitted a notice to vacate. |
| inspection_scheduled | A final inspection has been scheduled. |
| inspection_completed | The final inspection has been recorded. |
| reconciled | The security deposit has been reconciled. |
| closed | The move-out case is fully resolved. |
Downloading a move-out report
You can download a PDF summary of any move-out case. The report includes the notice details, inspection findings, and deposit reconciliation breakdown. Tenants can only access reports for their own cases; brokers, property managers, landlords, and admins can access any report within their organisation.
- Open the move-out case from Leases → Move-Out.
- Click Download Report.
You can also download move-out reports programmatically via GET /api/leases/move-out-report?caseId={uuid}. See the API overview for details.
Viewing Lease History
Every lease — past and present — is stored in BrikSync PropOS.
- From a Tenant Record, go to the Lease History tab.
- From a Unit, go to the History tab.
- From Leases in the sidebar, use filters to view expired or terminated leases.
All historical rent amounts, terms, and dates are preserved permanently.
Attaching Documents to a Lease
You can upload documents directly to a lease record:
- Signed tenancy agreement (PDF).
- Addenda and amendments.
- Inspection reports at move-in and move-out.
From the lease detail page, go to the Documents tab and click Upload Document.
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