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. Renewal Letter

• Use the Letters button (top right) 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
  SaveToday’s date is used , to change this, but can be changed - hover over the link to display a calendar icon then and click to change the date
  Click
  
  
• Further options, e.g. Chased, are then available when clicking the links

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• Letters need to be marked as Reply received in order to move on with the renewal

2. References

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

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• Click Status and enter the current reference status
  
  
• Any notes can be entered into the field below
  
  
• References (and Checks) need to be marked as Not Needed or Received in order to move on with the renewal
  
  If using Checks, see next step - if not, skip to step 4

4. Agreement

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

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• All checks need to be marked as complete/not needed in order to move on with the renewal

4. Agreement

• Use the Agreement tab to enter renewal agreement information, such as break clauses and responsibilities
  These options are configured to meet the requirements of your business
  
  
• When the Agreement has been generated and sent to the Tenant and/or Landlord, click the Not sent link and select Sent
  Today’s date is used but can be changed - hover over the link to display a calendar icon and click to change the date
  
  
• Further options, e.g. Chased, are then available
  
  
• When the Agreement links have been marked as Reply received the renewal can be marked as Exchanged
  Enter a date in the Exchanged field
  
  

5. Terms

The Terms section should be completed:

• grey Grey text indicates terms carried across from the previous tenancy
  
  
• black Black text indicates an updated term for this renewal
  
  
• Enter the Renewal end date
  Right-click over the date field for shortcut options to Set to 6 months or Set to a year
  
  
• To calculate a rent increase based on a percentage,
  see 5a

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  Update all other fields as required

6. Fees

Enter any associated fees for the renewal

• Click 
  
  A list of fees will be presented (dependent on configuration)
  
  
• Select the fee type
  
  
• Ensure the details are correct and click Accept
  
  The selected fee/detail is shown in the Fees panel