Creating a Rental Deal: Field by Field

A deal is where a property, two parties, a term and a rent become one tracked transaction. This walkthrough follows the form as it is — one page — and says what each field is for.

Before you start

The deal points at a property and a tenant you already have. If one is missing, the form's pickers offer Add New Property and Add New Contact: they open the create form, and the deal you started is kept as a draft. The landlord is optional — leave it empty and the deal takes the property's owner. Documents come later, on the deal itself.

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Step 1: Deals → New Deal

Four sections to complete — Property, Parties, Lease Terms and Financial — and an optional Additional section for notes and the source. The meter says how many required fields are left, and Ready to create when none are.

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Step 2: Property

Property searches what you already have. Pick the unit. If it answers No properties found, use Add New Property.

Building name, unit number, the utility account and the title-deed reference belong to the property record, so they are entered once and reused by every future deal on that unit.

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Step 3: Parties

• Tenant — required. Pick the contact, or Add New Contact.
• Landlord — optional. Leave it and it fills from the property owner.
• Assigned Agent — the agent who owns the deal; commission and leaderboard credit follow this assignment.

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Step 4: Lease Terms

Lease Start Date and Lease End Date are required — the product records a term, not a duration. Contract Signed Date is optional here but required for a Sharjah attestation, so fill it when the emirate is Sharjah.

This tenancy has already started — tick it for a lease that was running before it came to TenancyDesk. Nothing is sent to the tenant or the owner until you confirm its past payments; see Bringing In a Tenancy That Has Already Started.

Payment Frequency and Number of Cheques follow the contract.

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Step 5: Financial

Annual Rent (AED) is required. The rest is optional, and each field has a purpose:

• Security Deposit — the amount the contract states. While it is empty, the form offers 5% and 10% of the annual rent as one-tap suggestions.
• Commission — the exact amount billed; leave it empty to use your company rate
• Agency Fee — anything charged on top
• Management Fee (%) — recurring, and only if you also manage the unit

Press Create Deal. If something required is missing, the form says so in place — Property is required, Annual rent is required — and nothing you typed is lost.

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Step 6: What the deal card gives you

The card opens on Overview, with Tasks, Documents, Payments, Portal, the registration tab, Compliance and Timeline beside it. The header carries the deal number, its step, its score, and a Blockers count when something stands in the way.

When a deal cannot move, the card says so in words, names each issue — for example Security Deposit Not Collected or Awaiting verification: Emirates ID Required — and offers View & Resolve Issues. The forward button names its destination, so it reads Advance to Documentation rather than "Advance".

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Step 7: Registration

The registration tab follows the property's emirate: Ejari for Dubai, Tawtheeq for Abu Dhabi, and the emirate's own system name elsewhere — for example Sharjah Municipality Attestation. It shows what is still missing before you file. The filing itself happens on the authority's own system — we prepare, we do not submit on your behalf.

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Done when

• the deal exists with a property, a tenant, a term and a rent;
• the documents it asks for are uploaded and verified;
• the blockers list is empty and the deal advances.