Dashboard and daily work

How do I open a lease that is nearing renewal in LOXA?

Select a row in Lease renewals. The lease record opens for review.

LOXA Dashboard and daily work screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Dashboard and daily work workflow in your LOXA role.
  • Have tenant, property, lease end date, and days remaining ready before you begin.

Step by step

  1. Sign in to LOXA and open Dashboard and daily work.

  2. Select a row in Lease renewals

  3. Enter or review tenant, property, lease end date, and days remaining.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the lease record opens for review.

What should happen

The lease record opens for review.

Open this workflow in LOXA