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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK

The Van Mildert integration allows ordering and tracking of tenant references within Reapit Agency Cloud. Please note, that this integrations requires the Van Mildert DLL to work. 


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Approved third party integrations require configuration and set-up by Reapit Support and the third party provider, click here for more information/assistance


1. Access Tenancy Details

From property record:

Info

At Arranging Tenancy stage, the prospective tenant will be displayed as an Applicant (1a)

When a tenancy is Current, they will be displayed a Tenant (1b)


  • Click the Applicant / Tenant link

    Clicking this link will display the Tenancy screen for the arranging/current tenancy

    Arranging tenancy: see next step
    Current tenancy: see step 3


1a: Arranging tenancy

1b: Current tenancy

2. Access applicant details (arranging tenancy)

When a tenancy is arranging, the reference check section is accessed via the applicant screen

From the tenancy, Details tab:

  • In the Main Tenant panel, click the name

    The applicant record will be displayed

  • In the Relationships panel, click the (plus) icon and select
    References / Guarantors

    The References/Guarantors screen will be displayed - see 2a

    Skip to step 4


Expand
title 2a. References / Guarantors screen


3. Accessing tenant details (current tenancy)

When a tenancy is current, the reference check section is accessed via the tenant screen

From the tenancy, Details tab:

  • In the Main Tenant panel, click the name

    The Tenant record will be displayed - see 3a

    See next step


Expand
title3a. Tenant screen


4. Ordering a reference check 

From screen 2a or 3a:

  • Click Reference Check

  • Select required option

  • Click Accept



5. Link to Van Mildert

The Van Mildert page will be opened where tenant details can be amended or added to

  • When all details have been entered, press the OK, Order button to submit the order
    Or choose to save for later

  • Click the Exit button to close the page

    The status of an order can be reviewed by clicking the Reference Check link again



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