Add reference/guarantor details on a letting applicant/tenant

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

Reference and guarantor information can be added via the following screens:

Lettings applicant

1. Access References/Guarantors screen

From the applicant Relationships panel:

2. Search for & add reference and/or guarantor

From the References/Guarantors screen:

In the References or Guarantors panels, double-click Add
Use the filter options on the left to search for the required contact - e.g. type Surname and press enter
When adding reference details, a Companies option is available (top left)
When found, double-click (or, if not found, click Add top left)
If adding a guarantor, see step 3
If adding a reference, see step 4

3. Guarantor details & status

Contact/company details are shown in the Guarantor screen

Change Status
Default is set to Not applied for
- Click Send letter and select the relevant template
- Status is then changed to Reference has been applied for
- When received, change to Reference received
Click Save & close screen

The selected name is shown on the References/Guarantors screen

4. Reference details, type & status

Contact details are shown in the Reference screen

Select Reference type
Options are shown on right
Click Apply for reference
Default is set to Not applied for
- Click Send letter and select the relevant template
- Status is then changed to Reference has been applied for
- When reference received, change to Reference received
Click Save & close screen

The selected name is shown on the References/Guarantors screen (seen in step 2), along with the reference type & current status

1. Access tenant screen

From the tenancy:

Click required tenant name
(from Main Tenant or Additional Tenants panels)

2. Search for & add reference and/or guarantor

From tenant screen:

In the References or Guarantors panels, double-click Add
Use the filter options on the left to search for the required contact - e.g. type Surname and press enter
When adding reference details, a Companies option is available (top left)
When found, double-click (or, if not found, click Add top left)
If adding a guarantor, see Lettings applicant section - step 3
If adding a reference, see Lettings applicant section - step 4