Page Comparison

1. Renewal negotiations screen

Each stage of the renewal negotiation process should be logged in the Renewal Negotiation screen:

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2. 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
  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
  

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

3. References

• 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. Checks (where configured)

• Click the link beside Checks
  

• Select a check and enter the date of completion, or click Not Needed (when appropriate)
  A check may have more than one action
  

• Each action for each check must be completed (or marked as Not Needed, see above) in order for the check to be classed as complete
  An action is considered complete if a date is shown beside it
  

• The Checks link will update automatically as each check is completed
  All checks need to be marked as complete/not needed in order to move on with the renewal

5. 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
  

6. 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
  

• 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

  Update all other fields as required

7. 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