Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Image Removed

Info

This guide has been reviewed against our global client base and classed as relevant to

...

the UK only

The Van Mildert integration allows the ordering and tracking of tenant references within

...

Reapit 

Note

This integration requires the Van Mildert DLL to work

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:

Click the Applicant or Tenant link

Info

At Arranging Tenancy stage, the prospective tenant will be displayed as an Applicant (1a)

When a tenancy is

...

Current, they will be displayed 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

...

Image Added

1b: Current tenancy

...

Image Added

2.

...

 Access applicant details (arranging tenancy)

When a tenancy is arranging, the reference check section is accessed via the applicant screen

...

When a tenancy is current - see step 3

2a:

...

From the tenancy, Details tab:

  • In the Main Tenant panel, click the name
    The applicant record will be displayed

2b:

  • In the Relationships panel, click the (plus) icon and select
    References / Guarantors

2c:

  • The

...

  • references/

...

  • guarantors screen will be displayed

...


  • Skip to step 4

...

2a: 

Image Removed

2b: 

Image Removed

2c:

Image Removed

Image AddedImage Added

3. Accessing tenant details (current tenancy)

When a tenancy is current, the reference check section is accessed via the tenant screen

...

When a tenancy is arranging - see step 2

3a:

...

3b:

...

From the tenancy, Details tab:

  • In the Main Tenant panel, click the name
    The tenant screen will be displayed

    See next step

...

3a:

Image Removed

3b:

...

Image Added

4. Ordering a reference check 

From

...

the references/guarantors or tenant screen:

  • Click Reference Check

  • Select required option

  • Click Accept

...

Image Added

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

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ( "vanmildert" , "integrations" ) and type = "page" and space = "RW"
labelsvanmildert integrations

...

Excerpt
hiddentrue

...

The Van Mildert integration allows the ordering and tracking of tenant references within the Reapit platform