Uploading Documents for Onboarding

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.

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

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

How do I upload my files?

Your Account Executive or Onboarding Specialist will provide a Dropbox folder to upload your documents.

Please make a separate folder for each premise and upload all Relevant Documents to those folders. If you have Other Documents to upload for a premise, please create a sub-folder for those files in the premise's folder.

If you need more help with uploading or how to format your folders, please refer to this video that walks you through the process step-by-step.