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Configuring Lease Types in Deal Manager

How to set up Lease Types for Deal tracking within Deal Manager.

Updated today

Configuring Lease Types in Deal Manager

Overview

Lease types in Deal Manager are essential for aligning leasing workflows with your organization’s financial and operational standards. They can be configured at both the company level and the property level, and must be mapped correctly to Voyager for seamless integration.


🧭 Lease Type Levels

🔹 Company-Level Lease Types

  • Define the standard lease types available across the entire organization.

  • Apply globally to all properties unless overridden.

  • Useful for maintaining consistency across portfolios.

🔹 Property-Level Lease Types

  • Scoped to individual properties.

  • Allow for custom lease types specific to certain assets.

  • Provide flexibility for managing diverse property portfolios.


⚙️ Lease Type Configuration Fields

Field

Description

Deal Manager Name

The name shown in the Proposal Lease Type dropdown. Should be clear and user-friendly.

Deal Manager Lease Type

Determines recovery behavior:
Gross – No Recovery tab in Voyager
Net – Recovery tab with OpEx data

Voyager Name

The exact lease type name in Voyager. Ensures accurate mapping.

Voyager Code

Internal code used for system integration.

Base Rent Charge

Voyager’s Base Rent Charge Code used for rent calculations.

Voyager Lease Recovery Type

Indicates recovery behavior in Voyager (Gross or Net).

Retail

Yes/No flag to indicate if the lease is retail.

Exclude for New/Expansion Deals

Optional setting to hide lease type from new or expansion deal proposals.


✅ Best Practices

  • Maintain naming consistency between Deal Manager and Voyager to avoid mapping errors.

  • Use the Exclude flag to streamline dropdowns and phase out legacy lease types.

  • Audit lease types regularly to prevent duplication and confusion.


🔄 How to Manage Lease Types

🔸 Mapping Lease Types to Properties

  1. Go to:
    Company Settings > Deal Settings > Voyager Config > Lease Types

  2. For property-specific mapping:

    • Select the property in Deal Manager.

    • Scroll to the bottom of the page.

    • Click Add to map lease types to that property.

⚠️ Note: Editing lease types in Voyager does not automatically update Deal Manager. Manual mapping is required.


🔸 Adding a New Lease Type

  1. Ensure you have admin or equivalent permissions.

  2. Gather required details:

    • Lease type name

    • Type (Gross, Net, Full-Service Gross)

    • Voyager mapping info

  3. Add and save the lease type in Deal Manager.


🔸 Troubleshooting Common Issues

Issue: Lease Type dropdown is blank when saving proposal terms.
Cause: Configuration error or missing Voyager connection.

Steps to Resolve:

  • Confirm your Deal Manager environment is connected to Voyager.

  • Verify lease types are correctly mapped from Voyager to Deal Manager.


❓ Frequently Asked Questions (FAQs)

🔹 Lease Type Basics

What are company-level lease types?

They are global lease types available across all properties unless overridden at the property level.

What are property-level lease types?

These are lease types specific to individual properties, offering more flexibility for unique asset needs.


🔹 Configuration Fields

What does the “Deal Manager Lease Type” field control?

It determines whether a Recovery tab is created in Voyager:

  • Gross: No Recovery tab

  • Net: Recovery tab with OpEx data

What is the “Exclude for New/Expansion Deals” setting?

It hides the lease type from appearing in new or expansion deal proposals—useful for phasing out old lease types.


🔹 Managing Lease Types

How do I map lease types to a property?

Navigate to the property in Deal Manager, scroll to the bottom, and click Add to map lease types.

Does editing lease types in Voyager update Deal Manager automatically?

No. You must manually map lease types in Deal Manager for changes to take effect.


🔹 Troubleshooting

Why is the Lease Type dropdown blank when saving a proposal?

This usually means:

  • Your Deal Manager isn’t connected to Voyager.

  • Lease types haven’t been properly mapped.

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