Workflow Template Example: Real Estate – Commercial Lease Agreement

Goal: Move a lease from initial application to a binding legal contract with inspections included.

Document: Commercial Lease Agreement.

Phase 1: Application Vetting

• Task 1: Leasing Agent reviews tenant credit and background check.
• Task 2: Property Manager confirms unit availability and move‑in date.

Phase 2: Document Preparation

• Task 1: Lease Admin drafts the specific terms (rent, duration, CAM charges).
• Task 2: Legal Counsel reviews any requested redlines/modifications from the tenant.

Phase 3: Pre‑Occupancy Verification

• Task 1: Facilities Manager performs site inspection and signs off on unit condition.

Phase 4: Execution

• Task 1: Landlord (Owner) countersigns the document.

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