Commercial real estate · Zoho Creator partner in the USA · Los Angeles
Abstract a lease once. The rent roll, the escalation steps and every notice deadline follow from it.
For US landlords, asset managers and commercial brokerages, the app holds a lease abstract form, a live rent roll by building and suite, a critical-dates calendar for options and expirations, an underwriting input sheet for acquisitions, and the approvals that sit between them. Our Glendale team, right next door to Los Angeles, holds Zoho Creator Registered Partner status on top of Zoho Advanced Partner certification.
Advanced PartnerZoho Creator Registered Partner
01Position in the stack
Right after signature. Zoho CRM carries the deal while it’s being negotiated; once the lease is executed, the Creator app becomes the record of what the landlord and tenant actually agreed, and everything with a date or a dollar figure is read from there.
Hands data in
Zoho CRMTenant, suite and agreed terms from the closed leasing deal
Zoho SignThe executed lease and each later amendment
The app we build
Zoho CreatorAbstracts · rent roll · critical dates · underwriting inputs · approvalsHands data on
Zoho WorkDriveLease PDFs filed by property, suite and tenant
Zoho AnalyticsExpiry stack by year and weighted lease term
Back to Zoho CRMA renewal deal opened well ahead of expiry
Rent billing and lease accounting usually stay in your property accounting system or Zoho Books; the app sends them the rent schedule rather than replacing them. See the full commercial Zoho stack.
02Four jobs, two ways
Mostly the hunting. Four jobs commercial teams describe first, in workbooks and shared folders versus a Creator app.
The notice window is a dated record with an owner, and reminders go out at the intervals you set.
Someone rereads the lease PDF, or a calendar entry made years ago still has to be there.
Rent steps, free-rent months and expirations already sit in the schedule, so the roll is a report, not a rebuild.
An analyst copies last month’s tab and edits each suite that stepped up, renewed or moved out.
In-place rents and expiries come straight off the abstracts, and each assumption set is saved with who changed it.
The seller’s rent roll gets retyped into a model, and old versions pile up with dates in the file name.
Abstracts and deals move through named approval steps, and the record shows who approved what and when.
An email thread with three attachments and a “looks fine” reply nobody can find later.
03Development flow
Seven steps, from reading your own leases to the week after launch. Every step closes on a deliverable you can review, and the dates for all seven go into the BRD before any form is built. Scroll and the app puts itself together, one screen per step.
Step 1 of 7The form gets its outline
We read a handful of your own leases (redacted is fine), list the clauses you really track, and map where today’s rent roll comes from and who signs off on what.
You get: clause list and approval map
Step 2 of 7The fields fill in
Forms for Properties, Suites, Tenants, Leases, Amendments, Rent steps, Critical dates and Deals. The abstract follows lease order, with RSF, USF, load factor and NNN, modified gross or base-year fields.
You get: field list signed off
Step 3 of 7The rent schedule writes itself
Escalation clauses (fixed percent, dollar steps, CPI with floor and cap) generate the rent schedule; option clauses generate notice windows; reviews and approvals run as named workflow steps.
You get: rules list with sample outputs
Step 4 of 7Dates connect to the other apps
A won leasing deal in Zoho CRM opens a draft abstract, the signed lease files into WorkDrive, and an expiry 18 months out (or your number) opens a renewal deal back in CRM.
You get: a data-flow diagram
Step 5 of 7Every date gets checked
We load awkward sample leases on purpose (a capped CPI step, six months of free rent, a termination right with a fee) and check every generated date against a schedule your lease admin works out by hand.
You get: a signed test sheet
Step 6 of 7The people arrive
Abstractors, asset managers, leasing brokers and accounting each get a short session on their own screens, loaded with your data, not a generic demo.
You get: recorded sessions per role
Step 7 of 7The badge turns green
Active leases go in first, expired ones later for history. Once it’s live we handle fixes and questions; a new form or report gets quoted first and built only on your yes.
You get: launch checklist and support window
Sample screens, suite and rent figures. The forms, rules and reminder dates in your app come from your own leases and the signed BRD.
04Inside the app
Five working parts, each tied to the lease record. Your portfolio may need only three of them at first; the BRD lists the ones we build and nothing more.
Lease abstracts
Premises, term, rent, expense stop or base year, pro-rata share, deposit or letter of credit, guarantor and assignment rights. Amendments stack on the original, and estoppel requests are answered from the abstract.
Rent roll
By property, floor or suite: tenant, RSF, current rent per RSF, next step, expiry, options and status. Vacant suites show asking rent. Export it monthly in the layout your lender or accounting team already expects.
Critical dates
Renewal, expansion, termination and right-of-first-offer windows, rent steps, CPI review months and insurance certificate expiries. Each date has an owner and reminders at the lead times you choose.
Underwriting inputs
Purchase price, in-place rents from the abstracts, market rent by suite, downtime and TI on rollover, capex reserve and loan terms. The app holds your inputs and your formulas; it doesn’t value a building or say whether to buy one.
Approvals
Abstract review by the lease admin, amendment changes, TI disbursement requests and deal packages going to the investment committee. Underwriting stays visible only to the investment team, so deal-room details don’t reach leasing.
05Zoho’s price
Standard costs $8 a seat per month, Professional $20 and Enterprise $25, all on yearly billing in USD ($12, $30 and $37 if you pay month to month). Standard covers a single app, so a team that wants abstracts and underwriting as separate apps usually lands on Professional. Creator also comes inside Zoho One: $37 per employee monthly on an annual plan, provided your whole staff is licensed.
Count only the people who log in; tenants using a portal are licensed separately. What we charge to build the app is separate: one agreed number, set down in the BRD you sign off.
A month, billed yearly · Zoho’s US list prices before tax
06Lease team questions
About dedicated lease software, CPI steps, tenant portals and underwriting. Bring a lease you find hard to abstract and we’ll walk through how the app would hold it.
For abstracts, critical dates, the rent roll and approvals, often yes. Lease accounting entries and tenant billing usually stay in your property accounting system, which receives the rent schedule from the app. If you need lease accounting inside one product, raise it early and we’ll name a tool that suits it better.
The clause is stored with its index, review month, floor and cap. When the index figure for that month is entered, a Deluge rule works out the new rent within the limits and adds the step to the schedule, and the lease admin approves it before it reaches the rent roll.
Through a Zoho Creator portal, yes. A tenant can upload insurance certificates or answer an estoppel request and see only their own suite. Portal logins are bought as a headcount add-on rather than a full user seat each.
No. It stores the inputs your analysts enter, runs the formulas your team gives us and keeps each version with a name and date. Valuation and the decision to buy stay with your analysts and investment committee; nothing in the app is investment advice.
Professional, at $20 a seat monthly when paid annually, because it allows more than one app. Six users come to $120 a month. Enterprise at $25 adds your own domain, branded mobile apps and single sign-on. Already on Zoho One? Creator comes with it.
That turns on how many leases need abstracting and which apps we connect. Each step is dated in the BRD, spreadsheet cut-over included, before anyone starts.
07Let’s talk
Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.
Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.
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