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1. Set landlord agreement clauses

Any clauses set at landlord level will be automatically inherited by the landlord’s properties and any new tenancy or renewal created for the landlord

From landlord:

  • Click ellipsis (top left) and select Tenancy Agreement

  • The Agreement window is displayed ready for relevant clauses to be added for the selected landlord

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Example

The landlord default agreement clauses have been set up, these clauses will be inherited by the landlord’s properties , and tenancies and for the initial renewal (and can also be added to at any of those levels)

Tip

Specific property agreement clauses can also be set-up, see next step

2. Set property agreement clauses

Property-specific agreement clauses can also be added in addition to the inherited landlord clauses

From property:

  • Click ellipsis (top left) and select Tenancy Agreement

  • The Agreement window is displayed, showing inherited landlord clauses

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  • Clauses shown with a star indicate that it is an inherited clause
    Hovering over the star shows which level the clause has been taken from

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  • Click (plus) to add further clauses
    Any clause added at property level is displayed without a star

Tip

To avoid duplicate clauses being added, landlord inherited clauses cannot be removed at property level - however, any clause can be removed at tenancy or renewal level (see steps 3 - 4)

3. Set tenancy level agreement clauses

When adding a new tenancy, inherited agreement clauses will be displayed
Clauses can be inherited from the landlord and/or property (as described in steps 1 & 2)

From tenancy:

  • Click Agreement tab

  • Inherited clauses are displayed and indicated by a star
    Hovering over the star shows which level the clause has been taken from - a grey star indicates that merge fields are incomplete (shown in step 4)

  • Clauses can be added, changed or removed, as required

  • Any new clauses added on the tenancy are shown without a star icon
    (as shown in the example below in the Break Clauses section)

4. Set renewal agreements clauses

When creating a renewal negotiation on a tenancy, the renewal agreement will inherit all of the clauses set on the tenancy - therefore this could include clauses set at landlord, property and tenancy agreement levels

Initiate the renewal negotiation, as usual:

  • From Renewal Negotiation, click Agreement

  • As seen on previous screens, inherited clauses are displayed and indicated by a star
    Hovering over the star shows which level the clause has been taken from
    (a grey star indicates that merge fields are incomplete)

  • Clauses can be added, changed or removed, as required

  • Any new clauses added on the renewal are shown without a star icon

Tip

For the first renewal on a tenancy, the renewal agreement will inherit all of the clauses set on the tenancy - however, for any subsequent renewal, only the clauses set on the previous renewal agreement will be inherited

For example: if all of the above clauses were removed on the first renewal and new ones added, only the new clauses will be inherited on the second renewal agreement

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