FREE RESOURCE FOR CRE BROKERS
Commercial lease
expiration tracking.
See the next date that needs a conversation. Keep lease expirations, option notice deadlines, and follow-ups in one editable spreadsheet.
Editable XLSX · Blank tracker + example · No signup
EXAMPLE REVIEW · SEPTEMBER 30, 2026
Dates to act on
Keep the deadline and the next conversation separate.
Fictional examples. Confirm dates against the executed lease and amendments.
Start with the dates in the signed documents
The Excel download has a blank Tracker sheet and a separate Example sheet. Enter the lease expiration, the confirmed option notice deadline, and your next follow-up date. The earliest entered date and days remaining calculate automatically.
The review date uses TODAY() on the blank tracker and a fixed September 30, 2026 date on the example. Change the review date to check a different planning horizon. The workbook does not send notifications or calculate legal notice periods.
Capture the lease record
- Tenant or client, property, and suite.
- Lease expiration from the executed documents.
- The exact option notice deadline, if applicable.
- A document and section reference for those dates.
Assign the next action
- The person responsible for the relationship.
- The next follow-up date.
- A short action such as “Confirm renewal plans.”
- A record status so completed work is clear.
A passed date is a reason to review the record. It does not establish that an option was lost, a lease ended, or a notice was properly delivered. Keep the status and source documents current.
Expiration is not the same as an option notice deadline
A lease might end on April 13, 2027 while the option notice is due October 13, 2026. A follow-up planned for October 6 gives you an earlier point to discuss next steps. Record all three dates so the conversation does not wait until expiration.
| Date | Purpose | Next step |
|---|---|---|
| October 6, 2026 | Broker follow-up | Confirm the client’s renewal or relocation plans. |
| October 13, 2026 | Recorded option notice deadline | Review the notice provision and confirm who will handle delivery. |
| April 13, 2027 | Recorded lease expiration | Keep the record aligned with renewals or amendments. |
Review the tracker regularly
Sort by the next date, review passed dates first, and update the next follow-up after each conversation. Clear completed follow-up dates or replace them with the next action. Mark closed records Complete. When terms change, update the dates and document reference together.
Use verified dates instead of a generic subtraction rule
The template accepts an exact notice deadline. It intentionally does not derive that deadline by subtracting a fixed number of days from expiration. Notice language can depend on calendar months, delivery methods, notice windows, and amendments.
LEASE TRACKING INCLUDED FREE
Put the next deadline beside the relationship.
AgentDesk’s Lease Tracker brings saved expirations and option notice dates together with the closed lease record. Keep the client, property, and follow-up close to the dates you are reviewing.
- Review upcoming and past dates.
- Filter option notices, expirations, or missing expiration dates.
- Use date windows and sort by the next deadline.
Common questions
Does the spreadsheet calculate my option notice deadline?
No. Enter the exact deadline you have verified from the lease and amendments. The spreadsheet calculates the earliest date entered and the number of days between that date and your review date.
Will the spreadsheet send reminders?
No. It organizes dates and shows days remaining when opened. Use your calendar or task system for reminders, and keep the source dates verified.
Is lease tracking an AgentDesk Pro feature?
Lease tracking is included in the free workspace. Pro is required for creating invoices, client tours, branded flyers, and supported PDF exports.