Add a company as a guarantor

Add a company as a guarantor

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

Available from version 12.215

When adding a guarantor to a lettings applicant/tenant, the option to add a company guarantor is available

A full guide on how to add a guarantor (or reference) on a lettings applicant or tenant is available here: Add reference/guarantor details on a letting applicant/tenant

1. Guarantor company type

  • A new company type of Guarantor is available

  • This company type should be set on a guarantor company record

    Guarantor company screen.png

2. Add company guarantor on a lettings applicant

From lettings applicant, in Relationships panel:

  • Click and select References / Guarantors

    Add guarantor from applicant - menu option.png
  • In Guarantors panel, double-click Add

    Add guarantor from applicant.png
  • The search screen is displayed - select Companies (top left) to search for a guarantor company

    • Double-click when found or, if not found, click Add to create a new guarantor company

      Add guarantor - company search.png
  • The guarantor company is added to the Guarantor screen

    • Click the link beside Attention and select the required staff member
      A name can be set in the Attention field when the guarantor company record has Staff details added (within the Staff panel)

    • To access the company record, click link beside Company

    • Click Save, then click cross icon (top right) to close Guarantor screen

      Guarantor company added with Attention.png
  • The guarantor company details are displayed on the References/Guarantor screen and also the applicant record

Guarantor company added on applicant screen.png

3. Add company guarantor on a tenancy

From tenancy:

  • Click tenant/additional tenant name

    Tenant screen - tenant name.png
  • In Guarantors panel, double-click Add

    Tenant screen - add guarantor option.png
  • The search screen is displayed - select Companies (top left) to search for a guarantor company

    • Double-click when found or, if not found, click Add to create a new guarantor company

      Tenant screen - search companies.png
  • The guarantor company is added to the Guarantor screen

    • Click the link beside Attention and select the required staff member
      A name can be set in the Attention field when the guarantor company record has Staff details added (within the Staff panel)

    • To access the company record, click link beside Company

    • Click Save, then click cross icon (top right) to close Guarantor screen

      9ca98a91-d9ba-4d25-8334-e7ebfe14343a.png
  • The guarantor company details are displayed on the Tenant screen

    • A code is shown on the tenancy to indicate that a guarantor has been added, see section 4

Tenancy - guarantor company addd.png

4. Letter codes on tenancy

When a tenant has a guarantor (and/or reference), a letter code is shown beside the tenant/additional tenant name to indicate this, as follows

  • GP indicates the tenant has a guarantor that is a person

    Tenant with guarantor - person.png
  • GC indicates the tenant has a guarantor that is a company

    Tenant with guarantor - company.png
  • G indicates the tenant has multiple guarantors, where at least one guarantor is a person and at least one is a company

    Tenant with guarantor - company & person.png

R indicates that the tenant has at least one reference

Related articles

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help