Tenancy role types

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

This page outlines the different tenancy role types and the impact on account functions available

From tenancy:

  • Click Role menu

  • Select the relevant role for the tenancy - each type is explained below

Managed tenancy

Allows you to charge both letting & management fees on the tenancy

Rent collection

Similar to a managed tenancy - however, this role charges a rent collection fee percentage as opposed to a management fee

Collect first rent payment

Ensures that only the first rent charge is raised

Any other invoices, such as default charges at the start of a tenancy or recurring management/letting fees, can still be raised on subsequent months but no further rent charges can be raised

Collect rent up to date

Allows rent to be collected from the tenancy start date up to a specified date

When selecting this tenancy role, a prompt will be displayed:

  • Enter the date to Collect rent up to and click Accept

Once set, the date can be changed:

  • Click the date to view the calendar, then select the new date

Letting only

Allows letting and management fees to be charged, even though no rent will be collected by the agent

Introducing tenant

Requires the property to be set to be managed by an agent and allows you to introduce a tenant and charge the managing agent for the service provided

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