You can add an amendment at any point after the offer, contract or lease has been created.
Open the deal and go to the folder you want to amend:
Contract (or Lease) once it has been executed.
Offer (or Application) if it has not been executed yet.
Click + ADD DOCUMENT. The button is available on both the Tasks and Documents tabs, and it works the same from either one.
Search the Forms Library for the amendment form and select it.
The amendment is added to your Tasks list as a draft. Open it and answer the questions to draft the document.
If you need to include attachments, select Yes for "Will you be adding attachments to this amendment?" and upload them. If your clients need to sign the attachments, also select Yes for "Do you need to map fields to the attachments?"
Click Submit.
If you mapped attachments, map the signature fields, including the execution date on the amendment. In the date field settings, choose to fill the date automatically when the last person signs. Click SAVE in the upper right corner when you're done.
Review the document, then click MARK AS READY to send it to your client(s) to sign.
Once your client(s) have signed, the amendment shows in your Tasks as ready to submit to the other agent. Click the submit icon to send it.
Once the amendment is executed, the Terms and Timeline pages show the updated information.
Need another amendment later? Add a new one with + ADD DOCUMENT each time. You don't need to edit or replace a previous amendment.
How do I renew or extend a tenant's lease?
Add the renewal form to the existing lease: open the deal, go to the Lease folder and click + ADD DOCUMENT. In Select Documents, search for extension, tick the form and click ADD SELECTED DOCS. Renewal forms are usually named "Extension" rather than "Amendment"; in Texas the form is TXR 2005 - Extension of Residential Lease.
Which form should I use for a lease renewal?
Jointly can't advise which form fits your situation. Check with your broker.