Removing a tenant from a lease isn’t as simple as crossing out their name and hoping for the best. (If only, right?) Whether a tenant is moving out voluntarily, due to personal reasons, or less-than-ideal circumstances, the process needs to be handled carefully to protect you, your owners, and the remaining tenants.
In this next installment of our JotForm Series, we’re diving into how to automate tenant removals using LeadSimple – making the process clear, consistent, and headache-free. Plus, we’ve got a free JotForm and LeadSimple process ready to plug in and start using today!
Why Automate Tenant Removals?
Tenant removals can get messy, fast. There are multiple steps, lots of documentation, and a fair amount of coordination involved. By automating the process, you minimize errors, ensure compliance with your policies, and keep everything running smoothly (with less back-and-forth).
Let’s break it down:
1. Start with a Clear Tenant Removal Policy
First things first – your policy matters. Every property manager needs a clear, written policy on tenant removals. This should outline:
- Conditions for removal – Voluntary departure, breach of lease, etc.
- Notice requirements – Who needs to be notified and when.
- Financial responsibilities – What happens with rent, deposits, and shared liabilities.
- Property condition – How inspections and maintenance are handled.
👉 Pro Tip: Automate tenant acknowledgment of the removal policy with a JotForm that requires e-signatures to ensure everyone’s on the same page.
2. Get a Full New Lease Signed
Once a tenant leaves, it’s time to reset. Rather than amending the old lease (which can lead to confusion later), require the remaining tenants to sign a brand-new lease. This ensures you have a clean, updated document reflecting the current residents and lease terms.
Automate it! Send lease drafts through LeadSimple and track signatures with automatic reminders – no chasing down tenants needed.
3. Handle the Security Deposit Properly
Here’s where things get tricky – the security deposit. When one tenant leaves, you have options:
- Return the exiting tenant’s share, and collect the difference from the remaining tenants.
- Hold the full deposit and adjust the new lease accordingly.
- Inspect the property at tenant removal to determine if deductions apply.
Automate the process with JotForm by creating a Tenant Deposit Adjustment Form to track changes and keep clear records for all parties.
4. Re-Screen Remaining Tenants
Just because a tenant is staying doesn’t mean they’re automatically good to go. Re-screen the remaining tenants (especially for financial stability) to ensure they can handle the rent without the outgoing tenant. This protects the property owner and helps avoid future delinquencies.
Easily automate re-screening through LeadSimple by setting up reminders and tracking application statuses – all without lifting a finger.
5. FREE Tenant Removal Process & Forms
Good news – we’re not leaving you to build all of this from scratch! 🎉
Our free JotForm and LeadSimple process for tenant removal covers everything you need:
- Customizable tenant removal forms
- Lease renewal templates
- Security deposit adjustment trackers
- Re-screening checklists
Just download, customize, and start automating today!
Why This Matters
Tenant changes are inevitable – but handling them smoothly and consistently can set you apart as a property manager. Automating tenant removals reduces your workload, ensures compliance, and keeps your processes airtight.
👉 Don’t miss out – grab your free forms and start automating today!
Stay tuned for the next blog in our JotForm Series, where we’ll tackle more time-saving workflows to help you run your property management business like a pro.
