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Home / REDA One / Leasing / Lease lifecycle / The Lease Stages Reference

The Lease Stages Reference

A lease in REDA lives its whole life on a fixed ladder of Stages, shown as a Path across the top of the record. Read the Stage and you know exactly where the lease is: is it still an application, is it approved, is it billing, has it ended? This is the reference companion to the leasing how-to articles — it lists and defines every stage in its exact order, tells you which ones REDA treats as active, won, billable, and closed, and shows which stages you drive by hand versus which ones the automation writes for you. Keep it open when you need to look a stage up; the click-by-click walkthroughs live in the lifecycle articles it points to. No prior REDA experience is assumed.

Getting there. Open the App Launcher (the grid icon at the top-left of any page) → REDA → the Opportunities tab, then open the lease. The stages appear as the Path across the top of the record.
Access you'll need. Viewing a lease requires the REDA - Property Leasing User or REDA - Master Data - Read Only permission set; advancing one requires REDA - Property Leasing User (or REDA - Master Data - Admin for administrators). Note that most stage moves are written by ticket automation, not by editing the Path.

The stage ladder

A lease is a record on the Opportunities tab — REDA's single "deal" hub — and the leasing face of that record advances through exactly twelve stages, in this order:

Application - New → Application - Completed → Application - Approved → Application - Denied → Application - Cancelled → Agreement - In Process → Occupied - Pending Move In → Occupied - No Notice → Occupied - Notice (Move Out) → Occupied - Notice (Termination) → Occupied - Notice (Eviction) → Expired

A healthy lease doesn't touch all twelve — it runs down the spine (New → Completed → Approved → Agreement → Pending Move In → No Notice) and then leaves through one of the notice stages to Expired. The Application - Denied and Application - Cancelled stages are the two early exits: a lease that never becomes a tenancy leaves the ladder there.

Only these twelve belong to a lease. The Opportunity hub also runs sales, lending, and acquisition deals, so its full stage list is longer. Those other stages (Prospecting, Funded, Payoff Pending, and so on) never appear on a lease — a leasing record only ever offers the twelve above.

What each stage means

One line per stage, in order:

StageWhat it means
Application - NewA fresh lease application — the stage a lease opens at, whether created by hand or from a converted inquiry.
Application - CompletedThe application is filled out — property, dates, term, and charges are all in place. Application-stage fees switch on and are billed.
Application - ApprovedThe application is approved and the lease locks for editing. REDA creates the Lease Agreement ticket.
Application - DeniedThe application was rejected; a denial reason can be recorded. The lease closes and is not counted as won.
Application - CancelledThe application was withdrawn or abandoned. The lease closes and is not counted as won.
Agreement - In ProcessThe lease agreement is underway — the Lease Agreement ticket has moved to In Process or Contract Sent.
Occupied - Pending Move InThe agreement is signed and the lease turns billable. The Move In ticket and the first invoices generate.
Occupied - No NoticeA healthy, active lease with no pending end — the tenant has moved in and no move-out, termination, or eviction notice is on file. This is the steady state a lease sits in for most of its life, and the first Renewal ticket is armed here.
Occupied - Notice (Move Out)The tenant has given notice to leave; a scheduled move-out date is set.
Occupied - Notice (Termination)An early termination is in progress.
Occupied - Notice (Eviction)An eviction is in progress.
ExpiredThe lease has ended and the move-out is complete. Billing stops and open future renewal tickets are cancelled.

System states: active, won, billable, closed

Behind the visible stage, REDA keeps four internal states in step with it. You never set these — REDA recomputes them on every save — but knowing which stage flips which one explains most of what the rest of REDA does with a lease.

StateOn at these stagesField on the leaseWhy it matters
ActiveFrom Application - Approved through every Occupied stageIs Active (Sys)The general "this is a live lease" flag used across reports and list views.
Billable (the billing gate)The five Occupied stages only — Pending Move In, No Notice, and the three notice stagesAccounting Active (Sys)The master switch of the leasing billing engine. Recurring rent, late fees, month-to-month fees, straight-line recognition, resident-portal provisioning, and referral payouts all key on it.
WonThe five Occupied stages and ExpiredWonThe lease actually became an occupancy — this is what commissions and won-business reporting count.
ClosedApplication - Denied, Application - Cancelled, the five Occupied stages, and ExpiredIsClosedThe lease is no longer "open" work — it has either fallen through or advanced into (and beyond) occupancy.
The billing gate is the one to remember. A lease starts billing the moment it reaches Occupied - Pending Move In and stops the moment it reaches Expired. Everywhere else in REDA that talks about "when the lease is billing," this is the state it means.

Notice that "won" and "billable" are not the same thing. A lease at Expired is still won — it was a real tenancy and reports it as such — but it is no longer billable, because billing shut off when it expired. And a lease at Application - Approved is active but not yet won or billable: it's a live piece of work that hasn't become an occupancy.

Who moves each stage

The single most important thing to understand about the ladder is that you drive only the top of it. The rest is written for you.

You drive the application branch. Application - New → Completed → Approved (or the Denied / Cancelled exits) are stages you advance by hand, subject to the application gates below.
Tickets drive the occupancy branch. Agreement - In Process, the Occupied stages, the three notice stages, and Expired are written by the lifecycle tickets — Lease Agreement, Move In, Renewal, Move Out, Termination, and Eviction. You work the ticket, and the ticket moves the lease.
Don't drag the Path in the occupancy branch. Once a lease is into its agreement and occupancy stages, editing the Stage by hand fights the automation and can leave the lease and its tickets out of step. Each lifecycle ticket also remembers the stage the lease was on when the ticket was created, so cancelling a ticket cleanly rewinds the lease. The stage there is a status you read, not one you type.

The application branch

The first three stages are the application, and REDA gates each move so a lease can't skip a step:

New → Completed. The application needs a property, dates, a term, and charges before it can be marked completed. Miss any of these and REDA responds: "The leasing application can only be marked as completed if property and charges are provided."
Completed → Approved. You submit the application for approval first, then set the stage — skip the submission and REDA responds: "Submit the leasing application for approval prior to updating stage to "Application - Approved"." Approval also insists the charges are present: "Leasing Opportunity can not be approved if Opportunity Charges are not provided. If Leasing Opportunity has child leases, then Opportunity Charges on the child leases must be provided as well."
The two exits. An application that won't proceed goes to Application - Denied (rejected — a denial reason can be recorded) or Application - Cancelled (withdrawn). Both close the lease without counting it as won.

The full walkthrough of these three stages, including the Lease Agreement ticket that appears at approval, is in From Application to Move-In.

The occupancy branch

From approval onward, the tickets take over. There is one gate you should know about here: to enter Occupied - Pending Move In (or any notice stage), the lease must have a Lease Start Date. If it's blank, REDA stops you with: "You must provide the value of Lease Start Date prior updating the stage."

Agreement - In Process. Written by the Lease Agreement ticket as you send the contract out.
Occupied - Pending Move In. Written when the Lease Agreement ticket is signed and closed. The billing gate turns on, the Move In ticket appears, and the first invoices generate. This is the busiest moment in the whole lifecycle.
Occupied - No Notice. Written when the Move In ticket closes. The Actual Move In Date is stamped and, if renewal automation is on, the first Renewal ticket is armed.
The three notice stages. Notice (Move Out) is written by the Move Out ticket; Notice (Termination) and Notice (Eviction) by their own tickets. All three are still Occupied and still billing — the lease keeps being invoiced right up until it expires.
Expired. Written when the Move Out ticket closes. The Actual Move Out Date is stamped, the billing gate turns off, open future renewal tickets are cancelled, and resident-portal users are deactivated.

Worked example: Aisha's lease, stage by stage

Here is Aisha Rahman's 12-month lease on Meridian Court #101 — 1,200.00 per month, in a building owned by Continental Holdings — traced down the ladder, one line per stage:

StageWhat's happening
Application - NewThe lease opens here when Aisha's inquiry is converted.
Application - CompletedProperty, dates, term, and charges are in; the application fee is billed.
Application - ApprovedSubmitted and approved; the lease locks and the Lease Agreement ticket appears.
Agreement - In ProcessThe contract goes out on the Lease Agreement ticket.
Occupied - Pending Move InThe contract is signed — the lease turns billable, and the first 1,200.00 rent and deposit invoices generate.
Occupied - No NoticeAisha moves in; the Move In ticket closes and the first Renewal ticket is armed.
Occupied - Notice (Move Out)At term end she gives notice; a scheduled move-out is set.
ExpiredThe move-out completes; billing shuts off.

The click-by-click versions of these transitions are in From Application to Move-In and Notice, Move-Out & Lease End.

A lease record header showing the full leasing stage ladder on the Path, highlighted at an Occupied stage
The Path on a lease record lays out the full leasing stage ladder end to end — from Application through the Occupied stages to Expired. This lease has advanced to Occupied - No Notice, so the earlier chips are completed and the current stage is highlighted.
The lease Details tab Accounting section with live balances while the lease is at an Occupied stage
Once the lease reaches an Occupied stage, billing is live: the Details tab's Accounting section carries the resolved Current Rent Charge and the running balances (Total Outstanding and Net Invoice(s) Balance both 350.00 here), so invoices generate against the lease.

Full stage reference

One row per stage: its meaning, whether it counts as active, won, billable, and closed, who moves it, and what REDA does as the lease lands there.

StageActiveWonBillableClosedSet byWhat REDA does
Application - New————Default / conversion / Reset LeaseNothing automatic beyond defaulting the lease from its rule
Application - Completed————You (gated)Application-stage charges switch on → application-fee invoices
Application - ApprovedYes———You, after submitting for approvalLease Agreement ticket created; approval-stage charges switch on; the lease locks
Application - Denied———YesYouDenial reason recorded; lease closes (not won)
Application - Cancelled———YesYouLease closes (not won)
Agreement - In ProcessYes———Lease Agreement ticket—
Occupied - Pending Move InYesYesYesYesLease Agreement ticket (Contract Signed / Closed)Billing gate ON; Move In ticket; remaining charges switch on → first invoices; referral credits; portal access
Occupied - No NoticeYesYesYesYesMove In ticket (Closed)Actual Move In Date stamped; Renewal ticket armed when automation is on
Occupied - Notice (Move Out)YesYesYesYesMove Out ticket (In Process)Scheduled Move Out stamped; property availability date computed
Occupied - Notice (Termination)YesYesYesYesTermination ticketScheduled Move Out stamped; a child Move Out ticket on close
Occupied - Notice (Eviction)YesYesYesYesEviction ticketScheduled Move Out stamped; a child Move Out ticket on close
Expired—Yes—YesMove Out ticket (Closed)Actual Move Out stamped; billing gate OFF; future renewal tickets cancelled; portal users deactivated

Where to go next

  1. From Application to Move-In — the walkthrough that drives the early stages.
  2. Managing an Active Lease — what to do at each occupied stage.
  3. Renewing a Lease — the cycle that keeps a lease at Occupied - No Notice.
  4. Notice, Move-Out & Lease End — the notice stages through to Expired.
  5. The Lease Record — the stage-derived flags and the record anatomy.
  6. Understanding Tickets — the automation that writes the occupancy stages.

Frequently asked questions

Application - New → Completed → Approved (or the Denied / Cancelled exits) → Agreement - In Process → Occupied - Pending Move In → Occupied - No Notice → the three notice stages (Move Out, Termination, Eviction) → Expired. Those twelve are the only stages a lease ever offers.

At Occupied - Pending Move In, when the billing gate turns on. It stays on through every Occupied stage and turns off at Expired.

That's expected. The occupancy stages are written by the lifecycle tickets — Lease Agreement, Move In, Renewal, Move Out, Termination, and Eviction — as you work them. Read the stage rather than typing it.

The Lease Start Date has to be set first: "You must provide the value of Lease Start Date prior updating the stage." Fill in the start date, then let the ticket advance the stage.

No. A lease counts as won only from the first Occupied stage onward, and it stays won through Expired. At Application - Approved it's active but not yet won.

Notice (Move Out) is a tenant's ordinary notice to leave, Notice (Termination) is an early termination, and Notice (Eviction) is an eviction. All three are Occupied, still billing, and each is driven by its own ticket.

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