Add tenancy/offer from viewing appointment screen (lettings property)

Owned by Fiona Wilson, created
Last updated: Oct 18, 2023
2 min read

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

When an applicant who has viewed a lettings property wants to submit an offer or progress with a tenancy, the new offer/tenancy can be added from the relevant viewing appointment screen - this allows an offer to be submitted/new tenancy record created at the point of taking viewing feedback from an applicant

In version 12.154, this functionality was introduced for a sales property viewing appointment, as outlined here:

1. Add new offer/tenancy from viewing appointment

From the viewing appointment:

  • Click New Tenancy (top left)

When a lettings property & lettings applicant are added to a viewing appointment & the appointment is saved, closed then re-opened, the New Tenancy button is made available

2. Complete new tenancy/offer details

The usual new tenancy/offer wizard screens will be displayed:

3. New tenancy/offer created

A new tenancy is created (in accordance with the options selected in step 2)

  • In this example, a New offer was submitted, therefore the tenancy Status is Pending offer with the offer amount entered as the Initial rent