Back to Tutorials
Agreements ~4 minutes landlord

Send a Holding Deposit Agreement

Generate the HDA, preview it, and send for e-signature.

Steps

1

Open the HDA tool

Go to /tools/holding-deposit-agreement and start the form.

Open the HDA tool
2

Enter parties and amounts

Fill tenant details, payment amount, and key terms, then preview.

Enter parties and amounts
3

Review the preview

Check the holding_deposit_preview for accuracy before sending.

Review the preview
4

Purchase e-sign (if needed)

Complete the HDA e-sign checkout when prompted.

Purchase e-sign (if needed)
5

Send for signing

Confirm recipients and send via the HDA e-sign confirm screen.

Send for signing

Related tutorials