Start with the source data the team already trusts: property management spreadsheets, tenant intake responses, broker or branch records, unit inventory trackers, and maintenance handoff sheets. Upload a representative CSV, XLSX, JSON, or TXT schema, then map those headers to reviewed PDF fields before anyone treats the template as production-ready.
Use field names that match the property workflow: tenant, co-tenant, unit, rent, deposit, move-in, maintenance, and verification-reference fields. Avoid generic lease fields that do not match the team document.
- tenant_name, co_tenant_name, property_id, unit_number, move_in_date
- monthly_rent, deposit_amount, payment_due_day, maintenance_contact
- emergency_contact, employer_name, vehicle_number, occupant_count
- verification_reference, office_reviewer, onboarding_status