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:
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2. Search for & add reference and/or guarantor From the References/Guarantors screen:
To add a reference , see step 3 | |
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
The reference name is shown on the References/Guarantors screen along with the reference type, status and the tenant they are linked to (as set above) | |
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
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Tenant
1. Access tenant screen From the tenancy:
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2. Search for & add reference and/or guarantor From tenant screen:
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