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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

Fill tenant and payment details

Enter tenant info, holding deposit amount, and agreement basics.

Fill tenant and payment details
3

Review and edit if needed

Review the generated HDA and make any edits before moving on.

Review and edit if needed
4

Download watermarked copy

Use Print/Save watermarked to download a reference copy with watermark.

Download watermarked copy
5

Download clean copy

Click Clean copy for a PDF without watermark to print and sign manually.

Download clean copy
6

Confirm e-sign details

If e-signing, double-check names/emails before sending—they go out immediately.

Confirm e-sign details
7

E-sign emails sent

The system sends e-sign emails to all parties to complete signatures.

E-sign emails sent
8

Both parties must e-sign

Signable emails the landlord and tenant; each must complete their e-sign steps.

Both parties must e-sign
9

Set the signing date

Choose the e-sign date when completing your signature fields.

Set the signing date
10

Check signing status

Monitor signing status; once signed it will update to signed.

Check signing status
11

Download signed copy

After all parties sign, a Signed button appears so you can download the final copy.

Download signed copy
12

Sample e-signed PDF

Save the final e-signed PDF, which includes signature details such as time and date.

Sample e-signed PDF

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