Add reference/guarantor details on a letting applicant/tenant

Owned by Fiona Hardy, created
Last updated: Dec 14, 2022
3 min read

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:

  • 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

  • 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)

To add a reference , see step 3
To add a guarantor, see step 4

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

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

  • 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

Tenant

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

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