Content Comparison

1. Access tenancies due for renewal

From the Organiser, Property Management panel:

• Enter the relevant number of days in the Tenancies due for renewal in section
  
  
• Click the Tenancies due for renewal in section to view the relevant tenancies due for renewal
  
  

• Hover over the panel header and click the Pop out into full results icon

2. Select tenancies and renewal manager

• Select the relevant tenancies
  
  
• In Set renewal manager choose which negotiator will be managing the renewal process for these tenancies
  
  
• Click Start renewal negotiations
  

  
  

3. Contact relevant parties & initiate renewal negotiations

The options shown on the right will be automatically displayed:

• Choose the method for making contact with selected tenants/landlords, e.g. E-mail
  
  
• Click Proceed
  
  
• Select who to contact
  
  
• Click Yes to Begin renewal negotiations for selected tenancies

4. Access tenancies with initiated renewals 

From the Organiser, Property Management panel:

• The newly initiated renewals will now be displayed in the Tenancy renewal negotiations section
  
  
• See 4a
  
  Tenancy renewal negotiations can also be initiated individually via the tenancy screen (see 4b)

1. Letters

• The Letters button can be used to select the template for the renewal letter
  
  
• When the letter has been sent to the Tenant and/or Landlord, click the Not sent link and select Sent
  
  Today’s date is used, to change this, hover over the link to display a calendar icon then click to change the date
  
  
  
• Click Save
  
  Further options are then available when clicking the links

2. References

• When both renewal letters are marked as Reply received, the References section can be completed

3. Checks (where configured)

• Click the link beside Status
  
• Select a check and enter the date of completion
  A check may have more than one action
  
  

• Each action for each check must be completed in order for the check to be classed as complete
  An action is considered complete if a date is shown beside it
  
  

• The Status link will update automatically as each check is completed
  Once all checks are complete, the Agreement section will become available

3. Agreement

• When references are logged as Not Needed or Received, the Agreement section can be completed

4. Terms

The Terms section should be completed:

• grey text indicates terms carried across from the previous tenancy
  
  
• black text indicates an updated term for this renewal
  
  
• to calculate a rent increase based on a percentage, see 4a

1. Select report type, basic report criteria & linked record type

• Select Tenancy as the report type
  
  
• Tenancy criteria can be selected first, e.g. to only return tenancies for a specific property manager, select Manager and choose the required person
  
  
• In the Linked Records section, select 
  Renewal Negotiations 
  
  If this option is currently not displayed, click Show More
  
  

2. Renewal Negotiations criteria options

• Selecting Renewal Negotiations offers the following criteria to report on
  
  The Tenancy has renewal negotiations text can be clicked, allowing it to be switched to Tenancy does not have renewal negotiations
  
  

3. Example report

This example will return:

• tenancies for a specific property manager
  and...
• where the tenancies have renewal negotiations in progress
  and...
• where references are needed but are not yet completed