Tenancy

Licenced & permitted occupiers

Click this link for guides on managing licenced & permitted occupiers

Add a lettings offer & the tenancy screen

How to add and accept an offer on a lettings property, tenancy status, the tenancy screen & adding tenancy notes

28 day / 4 week rent period

A 28 day (or 4 week) rent period option can be selected on a tenancy/renewal and applicant

Initial end date stored on tenancy

At the point of changing a tenancy status from arranging to current, an initial end date is stored on the tenancy - even if the tenancy end date is changed, the initial end date is always stored

Shortcut on tenancy to send email to all guarantors

A shortcut option is available on the tenancy screen to allow an email to be sent to all guarantors

Additional tenant leaving current tenancy with no replacement

When an additional tenant is leaving a current tenancy, no one is taking their place and the tenancy is continuing with the main tenant, the vacating tenant name can be removed

Add Tenancy Manager relationship to a tenancy

A Tenancy Manager can be added as a relationship on a tenancy record

Identify property inspector as a relationship on tenancy

When inspections are carried out internally (i.e. not using an external provider), the property inspector can be identified as a relationship on the tenancy

Add an inventory clerk to a tenancy

An inventory clerk can be associated to a tenancy - once set, the relevant clerk can be viewed in tenancy search grids and when running a Power Report

Adding/deleting tenants logged in Activity Feed

When adding or deleting tenants on a current tenancy, a note of this is automatically added to the Activity Feed on the tenancy screen

Automatically log key tenancy changes to the tenancy Activity Feed

Key information logged on a tenancy record is recorded in the tenancy Activity Feed - providing an automatic audit trail of activity

Record arrears note against a tenancy

An arrears note can be created via the tenancy record

Record tenancy inventory check in/out responsibility

When a landlord is responsible for arranging tenancy inventory check in/out appointments, this can be identified on the property record

Notice received date field on tenancy

A field is available on the Management tab of the tenancy record to log the date notice has been given along with an option to indicate which party has issued this

Recording electronic correspondence consent on a tenancy

Where recording electronic correspondence consent is required, this can be recorded in the tenancy screen

Merge codes available for tenancy break clauses, allowances & responsibilities

Merge codes are available for break clause, allowance and responsibility information stored on the tenancy - different merge codes are available for each title and each description for each of the agreement types, allowing them to be used and formatted independently

Configuration options (tenancy)

Click this link for information on tenancy-specific configuration options