A project in LeaseUp centralizes all of the work for a transaction in one place for collaboration.

From your broker dashboard, click the ‘Create Project’ button. Add the name of the project in the field that pops up.

Below that, add the name of the client that you are working with on the project. If the client already exists, you can select their name from a dropdown. If not, add a new client by clicking the ‘Create Client Company’ text in the dropdown.

When creating a new client, you can add the client’s current address and add their logo, which will show up on the project page.

Click ‘Create’ to create the new project.

From here, you can get started by adding a new survey, sharing the project, or editing search requirements.