/
Add a lettings offer/create new arranging tenancy

Add a lettings offer/create new arranging tenancy

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

This page covers how to add a new tenancy and lettings/tenancy offers, how to progress tenancy offers, how to change tenancy status and basic information to enter/check on the tenancy record

Add lettings offer/tenancy

When a lettings applicant wants to submit an offer or progress with a tenancy, the new offer/tenancy can be added from the applicant screen (see step 1) or the relevant viewing appointment screen (see step 2)

1. Add tenancy/offer from applicant screen

From the applicant record:

  • Click Tenancy (top left) and click Add

    Add tenancy from applicant.png

Skip to step 3

2. Add tenancy/offer from viewing appointment
This method allows an offer to be submitted/new tenancy record created at the point of taking viewing feedback from an applicant

From the viewing appointment:

  • Click New Tenancy (top left)

    Viewing - new tenancy button.png

3. Add offer/tenancy

From the first screen shown below: 1. Select Tenancy or Offer

  • New offer should be selected if the applicant wishes to make an offer on the rent amount being asked

  • Arranging tenancy should be selected if the applicant does not wish to make an offer on the rent amount

From the Tenancy Details wizard:

1. Select Tenancy or Offer

  • Select Arranging tenancy or New offer, then click Next

    Add tenancy - 1.png

2. Click Next to select property (not applicable if tenancy created from viewing appointment)

  • Click Next

    Add tenancy - 2.png

  • Use the panel on the left to search for the required property, double-click when found

    Add tenancy - search property.png

3. Click Finish to save tenancy

  • If New offer was selected in step 1, this screen is displayed:

    • Enter the offer Amount, check the details shown and click Finish

      Add tenancy - 3 with offer.png

  • If Arranging tenancy was selected in step 1, this screen is displayed:

    • Check the details shown and click Finish

      Add tenancy - 3.png

A new tenancy record is created, see next section

New tenancy record

If an offer on the rent amount has not been made, skip straight to step 2

1. Dealing with offers

When an offer on the rent amount has been logged:

  • Tenancy Status will display as Pending Offer

    • Click Status for options to mark the offer as Withdrawn by applicant, Rejected by landlord or Offer accepted

      New tenancy with pending offer.png

  • If the landlord accepts the offer, click Status and select Offer accepted

    • The tenancy status will change to Arranging Tenancy

    • A note of this is automatically added to the Activity Feed

      New tenancy with offer accepted.png

  • If the offer is rejected by the landlord, click Status and select Rejected by landlord

    • Nothing further can be done with the tenancy record

      • Notes can be manually entered via Activity Feed, click & select Create journal entry

    • Details of the rejected offer will be stored on the property (via the Journal or Tenancy button)

    • If the applicant wishes to re-offer or accept the rent amount being asked, repeat the steps shown from the beginning of this guide

      New tenancy with rejected offer.png

2. Arranging tenancy

From the tenancy record:

  • On Details tab, check details are correct - such as Type, Role and Tenancy start date

    Arranging tenancy - Details tab.png

  • On Financial & Renewals tab, check details are correct - such as Deposit details and Letting & Management fee details

    Arranging tenancy - Financial tab.png

Property record

On property record:

  • Applicant name is shown on the property record

  • Property Status is now Arranging Tenancy - Available

    • Once the tenancy status is Tenancy current, the applicant will be displayed as Tenant

Arranging tenancy - property record.png

Now use this guide for assistance in progressing the tenancy:
https://reapit.atlassian.net/wiki/spaces/RW/pages/963772574

Related articles