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Guarantor details & statusContact Guarantor

Change Status
Default is set to Not applied for

selected

4. Reference details, type & status

Contact Reference

  • Select Reference type
    Options are shown on right

    • Click Apply for reference
    Default is set to Not applied for reference selected (seen in step 2), reference type & current statusImage RemovedImage Removed

    1. Access References/Guarantors screen

    From the applicant Relationships panel:

    • Click (plus)

    • Select References / Guarantors

    		Image RemovedImage Added

    2. Search for & add reference and/or guarantor

    From the References/Guarantors screen:

    • In the References or Guarantors panels, double-click Add

      Image RemovedUse Image Added

    • The search contacts screen is displayed - use the filter options on the left to search for the required contact - , e.g. type Surname and press enter
      When adding reference details, a Companies option is available (top left)

      Image Removed

    • When found, double-click (or, if not found, click Add top left)
      If adding a guarantor

      Image Added
    Tip

    To add a reference , see step 3

    If adding

    To add a

    reference

    guarantor, see step 4

    3.

    Add reference details - including the type, status and linked applicant/tenant

    The selected reference contact/company details are shown in the

    Reference screen

    Image Added

    At the bottom of the screen, further options are available

    • Reference Type - click to select type

      Image Added

    • Status - click for options

      Image Added

      • Click Send letter and select the relevant template

      • Status is then changed to Reference has been applied for

      • When received, change to Reference received

    • Linked Contact - allows the reference to be linked to the relevant tenant

      Image Added

    • Click Save & close screen

    Tip

    The

    reference name is shown on the References/Guarantors screen

    		Image RemovedImage Removed

    along with the reference type, status and the tenant they are linked to (as set above)

    4. Add guarantor details - including the status and linked applicant/tenant

    The selected guarantor contact details are shown in the

    Guarantor screen

    		Image Added

    At the bottom of the screen, further options are available

    • Status - click for options

      Image Added

      • Click Send letter and select the relevant template

      • Status is then changed to Reference has been applied for

      • When

      • received, change to Reference received

    • Linked Contact - allows the guarantor to be linked to the relevant tenant

      Image Added

    • Click Save & close screen

    Tip

    The

    guarantor name is shown on the References/Guarantors screen

    along with the

    status and the tenant they are linked to (as set above)

    Tenant

    1. Access tenant screen

    From the tenancy:

    • Click required tenant name
      (from Main Tenant or Additional Tenants panels)

    2. Search for & add reference and/or guarantor

    From tenant screen:

    • In the References or Guarantors panels, double-click Add

    • Use the filter options on the left to search for the required contact - e.g. type Surname and press enter
      When adding reference details, a Companies option is available (top left)

    • When found, double-click (or, if not found, click Add top left)

    • If adding a guarantorreference, see Lettings applicant section - step 3

    • If adding a referenceguarantor, see Lettings applicant section - step 4

    Filter by label (Content by label)
    showLabelsfalse
    max8
    sortmodified
    showSpacefalse
    reversetrue
    cqllabel = "pre-ten"

    ...