🔹 Step 1: Start the Lease
- Go to Properties → Units
- Select the unit
- Click “Add Lease” or “Place Tenant”
- Select or add the tenant
🔹 Step 2: Enter Lease Terms
Enter the standard lease details:
- Lease Start Date (ex: March 15)
- Lease End Date
- Monthly Rent
- Security Deposit
- Rent Due Date (typically the 1st)
🔹 Step 3: Use the Prorate Rent Slider ✅
When you enter a start date that is not the 1st of the month, DoorLoop will show:
👉 “Prorate First Month” toggle/slider
What to do:
- Turn the Prorate slider ON
- Choose the prorate method:
- Daily Prorate (Actual days in month) ← recommended
- Or 30-day month standard
DoorLoop will automatically calculate:
✔ Daily rate
✔ Number of days occupied
✔ First month prorated rent amount
You’ll see the exact prorated total previewed on screen
🔹 Step 4: Confirm Rent Schedule
Once prorate is ON, DoorLoop automatically creates:
- ✔ Prorated charge for move-in month
- ✔ Full rent starting next rent cycle (ex: April 1)
👉 No need to manually add one-time charges
🔹 Step 5: Review Charges Screen
Before saving, verify the schedule shows:
- March: prorated rent (example $822.63)
- April onward: full rent ($1,500)
🔹 Step 6: Finalize Lease + Send for Signature
- Upload lease agreement
- Send for e-signature
- Activate lease
🔹 Step 7: Collect Move-In Funds
Collect:
- Prorated rent (auto-calculated)
- Security deposit
- Any additional fees
Record under Tenant Ledger
🔧 Important Notes for Your EPM Team
✔ When the slider appears
The prorate toggle only shows if:
- Lease start date ≠ 1st of month
- AND you’re in the lease setup screen (not after lease is finalized)