01
Countersigned PDFs in email, missing addenda, and “which version did they sign?” create legal exposure and slow move-ins.
Platform overview
Documents & leases
Terms library, generation, and signing—on the record
Maintain reusable lease terms at portfolio and property level, merge them into every agreement, and send for in-app signature—or use a connected e-sign provider.
1
terms library per org
In-app
signing built in
1
snapshot per send
The problem
Scattered documents and inconsistent terms create risk
02
EchoPM keeps reusable lease terms, generated packets, and executed documents on the lease record—merged from portfolio and property libraries, sent for signature, and stored for both sides.
03
Residents review and sign in the portal; managers see status and term snapshots without opening a shared drive.
Terms → sign → store
Library, packet, signature—one thread
Portfolio and property terms merge into each lease. Tenants sign in-app with stepped review—or via a connected provider—and the executed copy stays on the lease record.
How it works
From terms library to signed lease
Documents follow the same thread as the application.
Build your terms library
Set portfolio-wide policies in Settings → Lease terms. Add property addenda on each building. Ava can import a PDF or guide setup.
- Org defaults for pets, fees, utilities
- Property overrides where buildings differ
Documents
Terms library
Portfolio terms and property addenda
You own the content; EchoPM merges and versions it for every send.
01 / 03
Outcome 01
Organization library
Reusable clauses for policies you repeat across the portfolio.
- Settings → Lease terms
- Categories: pets, parking, utilities, legal addenda
- Include by default on new leases
For your team
Organization library
Two sides
Managers control; residents review and sign
Everyone works from the same signed record and term snapshot.
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Unit 4B · $1,850/mo
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Why it sticks
Documents and term snapshots live on the lease
The lease record is the system of record—not a folder per tenant.
Signed leases connect to rent, maintenance, and the resident portal automatically.
Lease · Unit 4B · Awaiting signature
- 1Merged terms snapshot at send
- 2Lease fields and household signers
- 3Draft and executed PDFs
- 4E-sign status per party
- 5Portfolio and property clause IDs
- 6Activation and rent start
- 7Renewal history
After signActive lease
What you get
Outcomes for lease paperwork
Move-ins happen faster with consistent terms and fewer document errors.
01 / 03
Outcome 01
Reusable terms, not copy-paste
Maintain policies once; every lease pulls the current library version.
- Portfolio + property merge rules
- Forward-only library edits
- Snapshot per sent lease
For your team
Reusable terms, not copy-paste
FAQ
Documents & leases FAQ
Straight answers about how this works on EchoPM.
No. EchoPM includes in-app lease signing with stepped review and an audit trail. Teams that already use PandaDoc or HelloSign can connect those integrations instead—or use them alongside native signing.
Manage leases on EchoPM
Open the manager app to set up your terms library, or contact us about lease documents and signing.