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When an applicant who has viewed a lettings property wants to submit an offer or progress with a tenancy, the new offer/tenancy can be added from the relevant viewing appointment screen - this allows an offer to be submitted/new tenancy record created at the point of taking viewing feedback from an applicant

Tip

In AgencyCloud version 12.154, this functionality was introduced for a sales property viewing appointment, as outlined here: Add offer from viewing appointment screen (sales property)

For information on how to use this screen, see this guide:
Add a lettings offer & the tenancy screen

1. Add new offer/tenancy from viewing appointment

From the viewing appointment:

  • Click New Tenancy (top left)

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When a lettings property & lettings applicant are added to a viewing appointment & the appointment is saved, closed then re-opened, the New Tenancy button is made available

2. Complete new tenancy/offer details

The usual new tenancy/offer wizard screens will be displayed:

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Tip

The new tenancy/offer is added for the applicant who viewed the property (as entered onto the viewing appointment screen)

3. New tenancy/offer created

A new tenancy is created (in accordance with the options selected in step 2)

  • In this example, a New offer was submitted, therefore the tenancy Status is Pending offer with the offer amount entered as the Initial rent

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For information on logging a lettings offer, see this guide:
Add a lettings offer & the tenancy screen

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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When a lettings applicant has viewed a property and wants to progress with a new tenancy/offer, this can be initiated from the relevant viewing appointment screen

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