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4a: Update landlord record

  • Click Landlord
    Check details entered are correct
    If there is a joint landlord, in the Joint Landlords panel, click (plus) button search for (or add) their details

    Landlord details.png
  • Click Identity Check (top left) to enter landlord ID
    For more information on ID, click here: Enter & report on ID

  • In Financial section, click edit icon (pencil) to add/update the landlord financial details
    Bank, accountant & VAT details are held here, along with Non-Resident Landlord information

    Landlord financial screen.png

4b: Rent

From property screen:

  • Enter the rent

    Click Rent to change rent setting (per week, per 28 days/4 weeks, per month, per annum), where applicable

4c: Letting Fee

  • Enter the percentage figure

    If not using percentage fees, click the arrow beside the % and select from options to: 
    Change to fixed amount or Set to multiple of weekly or monthly rent

4d: Letting service (& fee)

  • Select the relevant letting service from the drop-down menu and associated fees, as applicable

4e: Fee detail & agency information

In the fees panel:

  • Click Rent/Fee Details

  • Use the Commission section to enter more detailed fee information can be entered

  • Vacant Management details can be entered

  • On the right, select the relevant Agency type from the drop-down list
    Sub & Joint Agents can then be added at the bottom of the screen

Rent and fee details screen.png

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