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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.

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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:

1a:

1b:

2. Accessing applicant details

When a tenancy is arranging, the reference check section is accessed via the applicant screen, as outlined in this step

When a tenancy is current - see step 3

2a:

On the Tenancy Details screen, in the Applicant Details section, double-click the first name in the list

The applicant record will be displayed

2b:

On the applicant record, in the Relationships panel, click the + icon and then click select References / Guarantors

2c:

2a:

2b:

2c:

3. Accessing tenant details

When a tenancy is current, the reference check section is accessed via the tenant screen, as outlined in this step

When a tenancy is arranging - see step 2

3a:

On the Tenancy Details screen, in the Tenant Details section, double-click the first name in the list

3b:

3a:

3b:

4. Ordering a reference check

From screen 2c or 3b:

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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