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When someone is currently a joint landlord but now has a property where they are the main/sole landlord, a new landlord record needs to be created for them where they are with them as the main landlord
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To avoid duplicate records being created |
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, follow the process outlined below when creating the new landlord record |
1. Joint landlord example | Note |
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To avoid duplicate records being created, the new lettings property should be added to AgencyCloud using the current joint landlord contact record, see next step |
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2. Add new lettings property & current joint landlord as main landlord From current joint landlord contact record: In Activity section (bottom left), click  Select Lettings Property  The contact search screen is displayed - click Add (top left)
You do not need to search for the landlord or select any option offered (just click Add)  A prompt may be displayed regarding marketing the contact’s address - click Yes/No as appropriate:  Image Removed Image AddedA new property record and landlord record is created and displayed with the contact added as the main/sole landlord
 | Tip |
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Continue adding landlord and property details, as usual |
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