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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 as a Tenant (1b)

  • Click the ApplicantTenant 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

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1b: Current tenancy

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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 (plus) and select References / Guarantors
    The Referencesreferences/Guarantors guarantors screen will be displayed

    Skip to step 4


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3. Access 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 tenant screen will be displayed

    See next step


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4. Ordering a reference check 

From screen shown in 2a or 3areferences/guarantors or tenant screen:

  • Click Reference Check

  • Select required option

  • Click Accept

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5. Link to Let Alliance

The Let Alliance page will be opened with relevant fields completed as far as possible

  • Complete all relevant fields, notably:

    • In Product ensure an option is selected

    • Tick Send Tenant Link

    • Tick Auto Submit Link

  • Registration Number refers to company registration number when the applicant is a company

  • When all relevant details have been entered, click Submit
    This sends the details to Let Alliance and also sends an email to the tenant
    This informs them that the check is being completed and to also provide additional information which they can submit online

  • 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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