---
title: Onboarding Guide - Key Date Confirmation
---

[Skip to content](https://help.occupier.com/knowledge/onboarding-guide#main-content)

English

Show submenu for translations

[Customer portal](https://help.occupier.com/tickets-view?hsLang=en)

![H-Teal (1).svg\]](https://help.occupier.com/hubfs/H-Teal%20(1).svg)

- [Tickets](https://3455891.hs-sites.com/tickets-view)
- [Sign out](https://3455891.hs-sites.com/_hcms/mem/logout)

Open main navigation

Close main navigation

- [Tickets](https://3455891.hs-sites.com/tickets-view)
- [Sign out](https://3455891.hs-sites.com/_hcms/mem/logout)
- English
  
  Show submenu for translations
- [Customer portal](https://help.occupier.com/tickets-view)

 Hi there! How can we help?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.occupier.com/knowledge?hsLang=en)
2. [Getting Started](https://help.occupier.com/knowledge/getting-started?hsLang=en)

# Onboarding Guide - Key Date Confirmation

### **What is the Key Date Confirmation Sheet?**

Before we begin the full abstraction of your lease, we’ll start by doing a preliminary review of the documents to determine what we believe are the key term dates of your leases. 

These Key Term Dates are the:

- Possession/Delivery Date
- Lease Commencement Date (as defined by the lease)
- Rent Commencement Date (either what the lease defines it to be or the first date rent is paid)
- Expiration Date

These dates have the most impact on the data entered into Occupier so we require your final sign off on them. 

### **How should you review your Key Date Confirmation Sheet?**

Your Onboarding Manager will notify you that the Key Date Confirmation Sheet is ready for review. The goal of your review is to make any adjustments required to the key dates of each lease. We’ve noted from which document we’ve received each date from and have color-coded the cells for your convenience:

![](https://help.occupier.com/hs-fs/hubfs/image-png-Jul-09-2025-05-12-42-7454-PM.png?width=662&height=382&name=image-png-Jul-09-2025-05-12-42-7454-PM.png)

E.g.

![](https://help.occupier.com/hs-fs/hubfs/image-png-Jul-09-2025-05-24-05-3845-PM.png?width=677&height=236&name=image-png-Jul-09-2025-05-24-05-3845-PM.png)

**Where and how should you fill in your data choices?**

Next to each of our Date Discovery Columns is space for you to make any adjustments. If you approve of the noted date, you can leave the cell blank; we’ll assume no adjustment is required.

If you’d like to make any notes on a particular lease, feel free to do so in the “Customer Notes” column.

E.g.

![](https://help.occupier.com/hs-fs/hubfs/image-png-Jul-09-2025-05-32-14-3125-PM.png?width=765&height=247&name=image-png-Jul-09-2025-05-32-14-3125-PM.png)

 

- [Getting Started](https://help.occupier.com/knowledge/getting-started?hsLang=en#main-content)
  
  
  
  
  
    - [The Basics](https://help.occupier.com/knowledge/getting-started?hsLang=en#the-basics)
    - [Occupier Onboarding & Abstraction](https://help.occupier.com/knowledge/getting-started?hsLang=en#occupier-onboarding-abstraction)
    - [User & Team Management](https://help.occupier.com/knowledge/getting-started?hsLang=en#user-team-management)
    - [Email & Notification Management](https://help.occupier.com/knowledge/getting-started?hsLang=en#email-notification-management)
    - [Custom Data Management](https://help.occupier.com/knowledge/getting-started?hsLang=en#custom-data-management)
- [Lease Administration](https://help.occupier.com/knowledge/lease-administration?hsLang=en#main-content)
  
  
  
  
  
    - [Equipment Leases](https://help.occupier.com/knowledge/lease-administration?hsLang=en#equipment-leases)
    - [Change History Log](https://help.occupier.com/knowledge/lease-administration?hsLang=en#change-history-log)
    - [Clauses](https://help.occupier.com/knowledge/lease-administration?hsLang=en#clauses)
    - [Document Storage](https://help.occupier.com/knowledge/lease-administration?hsLang=en#document-storage)
    - [Financials](https://help.occupier.com/knowledge/lease-administration?hsLang=en#financials)
    - [Creating & Editing a Lease](https://help.occupier.com/knowledge/lease-administration?hsLang=en#creating-editing-a-lease)
    - [Critical Dates](https://help.occupier.com/knowledge/lease-administration?hsLang=en#critical-dates)
    - [Lease Column Configurations](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-column-configurations)
    - [Custom Fields](https://help.occupier.com/knowledge/lease-administration?hsLang=en#custom-fields)
    - [Contacts](https://help.occupier.com/knowledge/lease-administration?hsLang=en#contacts)
    - [Filtering](https://help.occupier.com/knowledge/lease-administration?hsLang=en#filtering)
    - [Assets](https://help.occupier.com/knowledge/lease-administration?hsLang=en#assets)
    - [Lease Data Exports](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-data-exports)
    - [Occupier Analytics Dashboard](https://help.occupier.com/knowledge/lease-administration?hsLang=en#occupier-analytics-dashboard)
    - [Customizing Data Categories](https://help.occupier.com/knowledge/lease-administration?hsLang=en#customizing-data-categories)
    - [Lease Admin Overview](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-admin-overview)
    - [Column Configuration & Filtering](https://help.occupier.com/knowledge/lease-administration?hsLang=en#column-configuration-filtering)
    - [Tasks & Commenting](https://help.occupier.com/knowledge/lease-administration?hsLang=en#tasks-commenting)
    - [Lease Payables](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-payables)
    - [Lease Data Imports](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-data-imports)
    - [Percentage Rent](https://help.occupier.com/knowledge/lease-administration?hsLang=en#percentage-rent)
- [Lease Accounting](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#main-content)
  
  
  
  
  
    - [Understanding ASC 842, IFRS16, GASB87 and FRS102](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#understanding-asc-842-ifrs16-gasb87-and-frs102)
    - [Account Set-up](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#account-set-up)
    - [FX Rates](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#fx-rates)
    - [Recognizing a Lease](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#recognizing-a-lease)
    - [Impairing a Lease](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#impairing-a-lease)
    - [Lease Modifications](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#lease-modifications)
    - [Lease Accounting Reporting](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#lease-accounting-reporting)
    - [Importing Data Into Accounting](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#importing-data-into-accounting)
    - [Allocations](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#allocations)
    - [Close Books Process](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#close-books-process)
    - [NetSuite Journal Entry Integrations](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#netsuite-journal-entry-integrations)
- [Transaction Management](https://help.occupier.com/knowledge/transaction-management?hsLang=en#main-content)
  
  
  
  
  
    - [Task Templates](https://help.occupier.com/knowledge/transaction-management?hsLang=en#task-templates)
    - [Filtering](https://help.occupier.com/knowledge/transaction-management?hsLang=en#filtering)
    - [Custom Categories](https://help.occupier.com/knowledge/transaction-management?hsLang=en#custom-categories)
    - [Deal Column Configurations](https://help.occupier.com/knowledge/transaction-management?hsLang=en#deal-column-configurations)
    - [Documents](https://help.occupier.com/knowledge/transaction-management?hsLang=en#documents)
    - [Comps](https://help.occupier.com/knowledge/transaction-management?hsLang=en#comps)
    - [Deal Stages](https://help.occupier.com/knowledge/transaction-management?hsLang=en#deal-stages)
    - [Creating & Editing a Deal](https://help.occupier.com/knowledge/transaction-management?hsLang=en#creating-editing-a-deal)
    - [Site Selection](https://help.occupier.com/knowledge/transaction-management?hsLang=en#site-selection)
- [Broker Deals CRM](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#main-content)
  
  
  
  
  
    - [Custom Deal Stages](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#custom-deal-stages)
    - [Custom Fields](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#custom-fields)
    - [Broker Deal Exports](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#broker-deal-exports)
    - [Broker Digest emails](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#broker-digest-emails)
    - [Critical Date Columns](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#critical-date-columns)
    - [Creating & Editing a Deal](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#creating-editing-a-deal)
    - [Comps](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#comps)
    - [Site Selection](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#site-selection)
    - [Broker Deal Teams](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#broker-deal-teams)
    - [Negotiations & Proposals](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#negotiations-proposals)
    - [Clients Tab](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#clients-tab)
- [Monthly Release Notes](https://help.occupier.com/knowledge/monthly-release-notes?hsLang=en#main-content)
  
  
  
  
  
    - [2025 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes?hsLang=en#2025-product-release-notes)
    - [2024 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes?hsLang=en#2024-product-release-notes)
    - [2026 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes?hsLang=en#2026-product-release-notes)

[![](https://help.occupier.com/hs-fs/hubfs/Occupier%20Logo%20Blue%20Horizontal.png?width=200&height=39&name=Occupier%20Logo%20Blue%20Horizontal.png)](https://www.occupier.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Occupier