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How should I organize my documents?
At the minimum, we require that you format your uploads by creating folders for each lease agreement and then uploading the relevant documents to their respective lease folder.
Example: Two unique lease agreements getting their own folders.
Within that lease folder, we request that you separate out any other documents in their own respective subfolders within each lease.
Example: An “images” subfolder to separate storefront photos from relevant lease docs.
We find that the folks who have the most successful time transition into the platform tend to be more deliberate in their document organization. Please feel free to create unique folders (like one dedicated to any SNDAs, for instance) and we’ll model this structure as we abstract your data into Occupier.
What should I upload?
Occupier abstraction involves the review and capture of your provided Relevant Documents. Any Other Documents provided will be uploaded to their respective Occupier lease entry and will not be processed for abstraction.
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Relevant documents are those that impact the data that Occupier captures. These include (but are not limited to): ● Original lease ● Addendums ● Amendments/Extension documents ● Estoppel certificates ● Letters/Emails that modify lease dates, rent schedules, lease terms
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Other documents are those related to a specific location but don’t impact the data that Occupier captures: ● Additional Rent Reconciliation Letters ● Site maps ● Photos ● COIs ● Broker Engagement Letters ● Guarantees ● Franchise Agreements ● SNDAs ● Letters of Intent ● “Welcome” packets |