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

A configuration option is available which provides a re-let checklist on a lettings property when a tenancy ends and the property status is changed to available

On making a property available again, a specific re-let checklist is created - this checklist uses specific checks within the pre-instruction checklist and/or new re-let checks, as required and configured

This functionality helps to ensure that a property being re-let is compliant and ready to be marketed each time it is made available after initial instruction

To enable this configuration option, click here to contact Reapit Support

1. Mark tenancy as finished and make property available

From tenancy:

  • Beside tenancy Status, click Tenancy Current and select Tenancy finished/cancelled and click Yes to confirm, when prompted

  • Click to Yes to mark property as available
    This must be done in order to initiate creation of the re-let checklist

2. Create re-let checklist

  • Click Yes to create new re-let checklist

  • Enter re-let date and click Accept

  • The new re-let checklist is displayed
    From now, the old pre-instruction checklist for the property will be frozen and the new checklist used

  • The re-let checklist is accessed on the property record via the Pre-Instruction Checks button
    This button is shaded red to indicate it is incomplete

2a. Create new checklist later

If choosing not to create a re-let checklist when prompted (see in previous step), this can be done when required

From property record:

  • Hover over Pre-Instruction Checks button and right-click

  • Select Create new re-let checklist

  • The new re-let checklist is displayed
    From now, the old pre-instruction checklist for the property will be frozen and the new checklist used

3. View previous checklists

An option to view previous checklists is available

From property:

  • Hover over Pre-Instruction Checks button and right-click

  • Select View archived
    pre-instruction checks

    Dates of previous checklists will be displayed in a list

  • Select required checklist and click Accept

    Previous checklist are read-only & cannot be changed

4. Add incomplete re-let checks on Organiser To-do list

Incomplete re-let checks can be flagged on the Organiser, this needs to be added to the panel and saved first

From Organiser, To-do list panel:

  • Hover over panel header and click cog icon to access Panel Setup

  • Tick Re-let checks incomplete

  • Click tick (top right) to save panel setup

    See next step

5. Incomplete re-let checks flagged on the Organiser

From Organiser, To-do list panel:

  • Click Re-let checks incomplete

    A list of properties is displayed including information on how many checks are incomplete for each one

  • Click the entry to view the property

6. Reporting

From Reports on main menu:

  • Click Power Reports

  • Select Property Report for Lettings

  • A Re-let date option is available

7. Example report

For example, this report will return lettings properties where the logged in user is the Property Manager that have a re-let date after 01/09/2022
Other possible criteria options are available and displayed below

8. Add pre-instruction checks option to report

When reporting on pre-instruction checks, the option to include checks with/without an Archive Date is available

From reporting screen shown in step 6:

  • Click Pre-Instruction Checks (from Linked Records section)

  • Click Archive Date

  • To return just current checks, set to empty

  • To return archived/previous checklists: set a date filter e.g. select after then enter date

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