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Reapit CRM (desktop)
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Getting started / quick guide - for sales, lettings & property management
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General
Sales & Lettings/Rentals
Applicant
Developments, new homes, land
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Lettings specific
•
Property Management Organiser panel
Pre-tenancy & end of tenancy
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Tenancy
Licenced & permitted occupiers
•
Add licenced occupiers to a tenancy (when tenant is a company)
•
Add permitted occupiers to a tenancy (when main tenant is a person)
•
Permitted or licenced occupier role shown on contact record
•
Report on permitted occupiers on a tenancy
•
Add a lettings offer & the tenancy screen
•
28 day / 4 week rent period
•
Initial end date stored on tenancy
•
Shortcut on tenancy to send email to all guarantors
•
Additional tenant leaving current tenancy with no replacement
•
Add Tenancy Manager relationship to a tenancy
•
Identify property inspector as a relationship on tenancy
•
Add an inventory clerk to a tenancy
•
Adding/deleting tenants logged in Activity Feed
•
Automatically log key tenancy changes to the tenancy Activity Feed
•
Record arrears note against a tenancy
•
Record tenancy inventory check in/out responsibility
•
Notice received date field on tenancy
•
Recording electronic correspondence consent on a tenancy
•
Merge codes available for tenancy break clauses, allowances & responsibilities
•
New user interface - tenancy screen
APAC specific (tenancy)
Configuration options (tenancy)
Configuration options (lettings specific)
APAC specific (property management)
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Knowledge Base
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Tenancy
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Licenced & permitted occupiers
Summarize
Licenced & permitted occupiers
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
May 24, 2024
1 min read
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Fiona Hardy