FREE BROKER TOOL · NO ACCOUNT REQUIRED

Turn your lease notes
into a client update.

Give each open point a source, a next step and someone to answer it. Copy or download the draft when you’re ready to review it.

Enable JavaScript to edit and download this draft, or use the client update template as a starting point.

The fields start with a fictional example. Replace it with your own notes. This is a manual organizer; it does not read or analyze a lease.

Deal or property

Draft / round

Client’s side

Issue 1

Issue / topic

Source file and clause

What changed or remains open

Decision or next step

Who needs to respond

Status you have verified

Up to 12 issues. Your entries stay in this page’s memory and clear when you reload or leave. Download your work before closing.

YOUR DRAFT

Draft preview

Harbor House · Suite 200 — Round 2
Prepared for the tenant

Draft for review. Confirm the source wording and decisions before sending.

NEEDS A DECISION

1. Improvement allowance
Source: Returned lease · § 4.2
Change / current position: Allowance changed from $45/SF to $30/SF.
Next step: Confirm the amount to propose and check the work-letter conditions.
Responsible: Broker and client

Please confirm the outstanding business decisions. Coordinate legal wording with counsel before returning the next draft.

What makes a useful lease update?

A useful update separates what the document says from what still needs a decision. Record the source file and clause, the change or unresolved position, the next step and who needs to respond. Only mark an issue resolved when the response and wording have been verified.

This tool formats the notes you enter. It does not extract terms, provide legal advice or send emails. See the worked client update guide for examples, and keep the full issue log alongside the draft.

Want to start from the returned lease itself? See CRE Redline’s review workflow. First-round review is free; Pro adds later rounds, client updates and exports.

Turn your lease notesinto a client update.

Issue 1

What makes a useful lease update?

Turn your lease notes
into a client update.