Link reference/guarantor to an individual tenant when arranging tenancy

Owned by Fiona Hardy, created
Last updated: Dec 08, 2022
3 min read

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

When a tenancy has multiple references/guarantors, such as in the case of shared accommodation or a student let, references and/or guarantors can be linked to an individual tenant at arranging tenancy stage
Prior to this update, there was no facility at arranging tenancy stage to do this, references/guarantors would be assumed as being for the lead applicant

For more information on adding a reference/guarantor, click here:
Add reference/guarantor details on a letting applicant/tenant

1. Add reference and/or guarantor

At arranging a tenancy stage, tenant details are held on an applicant record, therefore the applicant screen is used to create the links to the references/guarantors
In this example, the tenancy will have three tenants

From applicant, Relationships panel:

  • Click and select References / Guarantors

  • In References or Guarantors panel, double-click Add

  • The Search contacts screen is displayed - search for the required contact
    If not found, click Add to add a new contact record

  • The Reference/Guarantor screen is displayed with the selected contact details added

    • For a reference, see next step

    • For a guarantor, see step 3

2. Create link to tenant on reference

From Reference:

  • Click Linked contact

    The tenant names from the applicant record are displayed

  • Select the tenant name who the reference is for

 

3. Create link to tenant on guarantor

From Guarantor:

  • Click Linked contact


    The tenant names from the applicant record are displayed

  • Select the tenant name who the guarantor is for

3. Reference/guarantor linked to tenant

The References/Guarantors screen shows details of the references and guarantors added with the linked tenant name shown in brackets

  • In this example, all three tenants have individual reference details entered and one tenant has a guarantor

The Relationships panel on the applicant record also shows these details

  • Click the Reference/Guarantor link/icon for a shortcut to the References/Guarantors screen
    (shown above)

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