Change landlord (no transactions)

Owned by Dave Marshall
Last updated: Aug 15, 2022 by Fiona Hardy
2 min read

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

Before changing a landlord on a property, all transactions must be cleared 

This page outlines how to change a landlord where no transactions exist - click here for guidance changing the landlord when transactions are involved

1. Check for outstanding payments

From landlord:

  • Click Transactions to ensure there are no outstanding payments to be made

  • If the screen is blank, then the landlord record can be removed from the property safely

2. Clear current landlord

From property:

  • Right-click over Landlord and select Clear this property's Landlord 


3. Add new landlord

  • Click Landlord

  • The Search Landlords screen is displayed, use this to search for the required landlord

  • Double-click when found - the landlord will be added to the property
    If not found, click Add to create new

This search is for landlord records only - to include contacts in the search, tick Include contacts

Related articles