Set default tenancy agreement clauses - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
A configuration option is available which allows default tenancy agreement clauses to be set on the landlord and/or property record which are then automatically transferred to any new tenancy
A further configuration is available which transfers clauses set on the tenancy to a renewal negotiation agreement - when subsequent negotiations are created for the tenancy, the clauses set on the previous negotiation are inherited for the new negotiation
This functionality benefits the user so that, when adding new tenancies and renewals, the landlord terms of business do not need to be referred to and/or re-entered each time, helping to ensure greater efficiency
To enable this configuration option, click here to contact Reapit Support
1. Set landlord agreement clauses Any clauses set at landlord level will be automatically inherited by the landlord’s properties and any new tenancy created for the landlord From landlord:
Example The landlord default agreement clauses have been set up, these clauses will be inherited by the landlord’s properties and tenancies (and can also be added to at any of those levels) Specific property agreement clauses can also be set-up, see next step |
2. Set property agreement clauses Property-specific agreement clauses can also be added in addition to the inherited landlord clauses From property:
To avoid duplicate clauses being added, landlord inherited clauses cannot be removed at property level - however, any clause can be removed at tenancy or renewal level (see steps 3 - 4) |
3. Set tenancy level agreement clauses When adding a new tenancy, inherited agreement clauses will be displayed From tenancy:
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4. Set renewal agreements clauses When creating a renewal negotiation on a tenancy, the renewal agreement will inherit all of the clauses set on the tenancy - therefore this could include clauses set at landlord, property and tenancy agreement levels Initiate the renewal negotiation, as usual:
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