Add reference/guarantor details on a letting applicant/tenant

1. Access References/Guarantors screen

From the applicant Relationships panel:

• Click
  
  

• Select References / Guarantors

2. Search for & add reference and/or guarantor

From the References/Guarantors screen:

• In the References or Guarantors panels, double-click Add

  Open

  

• The search contacts screen is displayed - 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)

3. Add reference details - including the type, status and linked applicant/tenant

The selected reference contact/company details are shown in the Reference screen

At the bottom of the screen, further options are available

• Reference Type - click to select type

• Status - click for options

  • Click Send letter and select the relevant template

  • Status is then changed to Reference has been applied for

  • When received, change to Reference received

• Linked Contact - allows the reference to be linked to the relevant tenant

• Click Save & close screen

4. Add guarantor details - including the status and linked applicant/tenant

The selected guarantor contact details are shown in the Guarantor screen

At the bottom of the screen, further options are available

• Status - click for options

  • Click Send letter and select the relevant template

  • Status is then changed to Reference has been applied for

  • When received, change to Reference received

• Linked Contact - allows the guarantor to be linked to the relevant tenant

• Click Save & close screen

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 reference, see step 3 of Lettings applicant section above

• If adding a guarantor, see step 4 of Lettings applicant section above