Skip to main content

Guide to Credia Lease Extraction

Use Credia Lease Extraction to automatically extract lease terms, rent amounts, dates, and contact details from PDF documents to create tenancy records in Re-Leased. Requires Credia Plus subscription (beta).

Updated over a week ago

Credia Lease Extraction reads your lease documents and automatically populates the tenancy creation form — extracting tenant names, rent amounts, dates, and other key details. You review, adjust, and save, with significantly less manual data entry.

This feature requires a Credia Plus subscription and is currently in beta. To enable it, go to Settings > Available Betas and select Lease Extraction. Contact our support team or your Re-Leased Commercial Manager if you don't see this option.


Step 1: Upload Your Documents

  1. Navigate to Tenancies under Property Management.

  2. Click Create with Credia.

  3. Select your company from the dropdown.

  4. Upload your lease and any amendments by dragging them in or clicking to browse (PDF format — 1 lease and up to 4 amendments).

  5. Click Process with Credia.

Credia Lease Extraction upload screen showing the document upload area and Process with Credia button

A notification will confirm the document is queued. Click it to go to the review page and monitor progress.

Notification confirming the lease document is queued for processing and review

Note: Each upload is for a single lease only. Credia cannot create multiple tenancies from one upload.


Step 2: Monitor Processing

Documents in progress appear in the Pending tab. Processing takes 1–5 minutes depending on document size.

Status Meanings

  • Pending — queued and awaiting extraction.

  • Ready for review — extraction complete.

  • Draft — you have started reviewing the extracted information.

  • Failed — an error occurred. Click Retry.

Once successfully saved, leases move to the Processed tab. Filter by company or processed-by user.


Step 3: Review Extracted Information

Click any row with Ready for review status. A new tab opens with your document on the left and the pre-filled tenancy form on the right. Fields marked with a Credia icon were automatically extracted.

Side-by-side review screen showing the uploaded lease document on the left and the pre-filled tenancy form on the right

Tenancy form fields showing Credia icons indicating automatically extracted data

Click any field with a Credia icon to see the exact paragraph in the document it was extracted from. Use View Next Reference to navigate between multiple references.

Document preview with highlighted text showing the source paragraph for an extracted field


Step 4: Save the Tenancy

Save the tenancy or save as a draft to complete later. Fix any validation errors and resubmit. Once saved, you can view the new tenancy record or start another extraction.

Save and Save as Draft buttons on the tenancy review screen

Confirmation screen after a tenancy is successfully created via Credia Lease Extraction

Note: Some details such as tenancy inspections are not yet available on the Credia leases page and will need to be added by editing the tenancy afterwards.


What Gets Extracted Automatically

  • Tenant name, property name, areas.

  • Industry type.

  • Contact names and emails.

  • Rent amounts and payment frequency.

  • Term dates and length.

  • Renewal information.

  • Individual rent review dates and types.

  • Penalty interest rates and outgoings percentages.

What You Need to Complete Manually

  • Lease type, rent type, and review type selections.

  • Contact matching or creation.

  • Rent line item accounting setup.

  • Payment dates and billing cycle settings.

  • Workflow settings (delegates, reminders).


Best Practices

  • Use high-quality scans or PDFs for best results.

  • Review all fields before saving, especially those with Credia icons.

  • Upload all relevant pages including addendums and amendments.

  • Verify that rent amounts and dates are logical.

  • Check that property and contact matches point to the correct records.

  • Set up rent line items correctly for accurate invoicing.


For Asia-Pacific and European customers, "Tenancies" is the standard term. North American customers will see "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.

Did this answer your question?