Page Comparison

1. Applicant screen menu optionAccess References/Guarantors screen

From the applicant Relationships panel:

• Click
  

• Select References / Guarantors

2. Search for & add reference and/or guarantor

From the References/Guarantors screen:

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

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• 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)

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

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3.

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

The selected reference contact/company details are shown in the

Reference screen

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At the bottom of the screen, further options are available

• Reference Type - click to select type

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• Status - click for options

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  • 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

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• Click Save & close screen

4.

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

The selected guarantor contact details are shown in the

Guarantor screen

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At the bottom of the screen, further options are available

• Status - click for options

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  • 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

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• Click Save & close screen

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 step 3 of Lettings applicant section - step 3above

• If adding a refereeguarantor, see step 4 of Lettings applicant section - step 4above