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

When a tenancy has multiple references/guarantors, such as in the case of shared accommodation or a student let, references and/or guarantors can be linked to an individual tenant at arranging tenancy stage
Prior to this update, there was no facility at arranging tenancy stage to do this, references/guarantors would be assumed as being for the lead applicant

For more information on adding a reference/guarantor, click here:
Add reference/guarantor details on a letting applicant/tenant

1. Add reference and/or guarantor

At arranging a tenancy stage, tenant details are held on an applicant record, therefore the applicant screen is used to create the links to the references/guarantors
In this example, the tenancy will have three tenants

From applicant, Relationships panel:

  • Click (plus) and select References / Guarantors

  • In References or Guarantors panel, double-click Add

  • The Search contacts screen is displayed - search for the required contact
    If not found, click Add to add a new contact record

  • The Reference/Guarantor screen is displayed with the selected contact details added

    • For a reference, see next step

    • For a guarantor, see step 3

2. Create link to tenant on reference

From Reference:

  • Click Linked contact

    The tenant names from the applicant record are displayed

  • Select the tenant name who the reference is for

3. Create link to tenant on guarantor

From Guarantor:

  • Click Linked contact


    The tenant names from the applicant record are displayed

  • Select the tenant name who the guarantor is for

3. Reference/guarantor linked to tenant

  • The References/Guarantors screen shows details of the references and guarantors added with the linked tenant name shown in brackets
    In this example, all three tenants have individual reference details entered and one tenant has a guarantor added so far

  • The Relationships panel on the applicant record also shows details of the references and guarantors added with the linked tenant name shown in brackets
    Click the Reference/Guarantor link/icon for a shortcut to the References/Guarantors screen (shown above)

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