Step by step Tenancy Creation

A Complete Guide to Creating a Tenancy
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This guide initially describes all the steps that will need to be in place prior to a tenancy being
created.
To Create Instruction:
 Area
 Applicant
 Property
 Landlord
 Property and Landlord Linked
When the above is entered on the system the Instruction can then be created and from there
the Agreement can be raised
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Manage Areas ................................................................................................................ 5
Create a New Applicant ................................................................................................. 6
Details Tab ............................................................................................................................................ 6
Management Details ............................................................................................................................................................. 6
Applicant Personal Details ..................................................................................................................................................... 6
Confidential Notes ................................................................................................................................................................. 7
Property Criteria Tab ............................................................................................................................ 7
Matching Criteria ................................................................................................................................................................... 7
Keywords ............................................................................................................................................................................... 7
Essential Matching Criteria .................................................................................................................................................... 7
Matching Property Tab ......................................................................................................................... 8
Properties Matching Criteria ................................................................................................................................................. 8
Send Details Tab ............................................................................................................ 9
Print matching Property List .................................................................................................................................................. 9
Send Details by Text .............................................................................................................................................................. 9
Send List of Matching Properties by Post .............................................................................................................................. 9
Send List of Matching Properties by Email........................................................................................................................... 10
Notes Tab............................................................................................................................................ 10
Add a General Note ............................................................................................................................................................. 10
Referencing Tab .................................................................................................................................. 10
Add a Property ............................................................................................................. 11
Property Details .................................................................................................................................. 11
Location ............................................................................................................................................................................... 11
Extra Details ......................................................................................................................................................................... 11
Property Type and Description ............................................................................................................................................ 12
Directions ............................................................................................................................................................................ 12
3rd Party Software ................................................................................................................................................................ 12
Adding Rooms to a Property ................................................................................................................................................ 13
Upload Photos ..................................................................................................................................................................... 14
Branch Staff Information ..................................................................................................................................................... 14
Upload Photo ....................................................................................................................................................................... 14
Property Photos ................................................................................................................................................................... 15
Utilities ............................................................................................................................................... 15
Gas ....................................................................................................................................................................................... 15
Water................................................................................................................................................................................... 16
Electricity ............................................................................................................................................................................. 16
Confidential Notes ............................................................................................................................................................... 16
Add Facilities........................................................................................................................................................................ 17
Create a Landlord......................................................................................................... 18
Landlord Details .................................................................................................................................. 18
Default Branch and Service Type ......................................................................................................................................... 18
Contact Details .................................................................................................................................................................... 18
Deposit Registration ............................................................................................................................................................ 19
Non Resident Landlord Tax Status ....................................................................................................................................... 19
Contacts list ........................................................................................................................................ 20
Permanent Address ............................................................................................................................................................. 20
Bank details ........................................................................................................................................ 21
PROPERTY OWNERSHIP ...................................................................................................................... 22
Management Fees .............................................................................................................................. 22
Set Default Management Fee .............................................................................................................................................. 22
Two Individuals on One Landlord Record ............................................................................................................................ 23
Referencing Notes and Documentation............................................................................................................................... 23
Set up Property Owner ....................................................................................................................... 24
Set Up new Owner(s) ........................................................................................................................................................... 24
Create a Landlord Instruction ...................................................................................... 25
Term Details ........................................................................................................................................................................ 25
Payment Details ................................................................................................................................................................... 26
Advance Payment ................................................................................................................................................................ 26
Acceptable Tenants ............................................................................................................................................................. 26
Access and Joint Instruction ................................................................................................................................................ 26
Utilities ............................................................................................................................................... 27
Utility Responsibility ............................................................................................................................................................ 27
Tenancy Specific Suppliers ................................................................................................................................................... 27
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Utility Suppliers Used .......................................................................................................................................................... 28
Council Tax/Rates ................................................................................................................................................................ 28
Special conditions ............................................................................................................................... 28
Add Condition ...................................................................................................................................................................... 28
Tenancy Conditions ............................................................................................................................................................. 29
Add Special Requirements ................................................................................................................................................... 29
Tenancy Special Requirements ............................................................................................................................................ 29
Management Fees .............................................................................................................................. 29
Set Property Specific Fee ..................................................................................................................................................... 29
Reset Property Fee .............................................................................................................................................................. 30
Tenancy Service Type ......................................................................................................................... 30
Service Type......................................................................................................................................................................... 30
Other Landlord Charges ....................................................................................................................................................... 30
Interim Inspections .............................................................................................................................................................. 30
Tenancy Specific Auto Charges ............................................................................................................................................ 31
Create a Tenancy from an Instruction ................................................................................................ 32
Set Tenancy Start, Fixed and End Dates ............................................................................................................................... 32
Add or Remove Tenants to Agreement ............................................................................................................................... 33
Adding Tenants to agreement ............................................................................................................................................. 33
Referencing.......................................................................................................................................................................... 34
Payment Schedule ............................................................................................................................................................... 34
Print or Post Tenancy Agreement ........................................................................................................................................ 35
Sign Tenancy ........................................................................................................................................................................ 36
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Manage Areas
To access the manage areas screen go to Lettings/Property/Manage Areas
In the Manage Areas screen you are able to add a new area. This is done simply by typing in
your new area and clicking on the add button.
This will now show in the list as available.
At this stage with no resources linked to the area it can be deleted if required.
Once an area has been used and linked to another resource in the system the ability to delete
will be lost, however you will be able to edit the area by clicking on the edit button.
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Create a New Applicant
Details Tab
To create a new applicant got to Marketing/Applicants/Create New Applicant Card
When contact is made with a new applicant you need to get their details on record as soon as
possible. This is so that they can become subject to automatic notifications as soon as
possible.
In Person Details populate as much of the criteria as possible and minimum of Surname as
this field is mandatory.
Management Details
Enter the Negotiators‘ name from the drop down menu, select source and status.
Applicant Personal Details
Enter all personal details as these will be used in the auto notification process
Auto notification on the applicant begins from the day you enter them onto the system for 60
days. This period is set by default but you can request a shorter or longer period. Select what
method of notification you want.
Text Requires Number entered, sent daily
Email requires Email address entered, sent weekly
Post requires Postal address entered, sent weekly
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Confidential Notes
Finally enter any notes that you need to be aware of. These notes are confidential and will
only be available to staff members
Property Criteria Tab
In the property criteria tab it is best to think ‗Less is more‘. Any criteria set against the tenant
here will be used in the matching process and if the criteria you set on the applicant is not
listed on any of your properties then you will not get any matches.
Matching Criteria
In the matching criteria you must set a rent range for the applicant as these fields are
mandatory.
Number of beds, Room in Property, Tenant Type and latest move in date can be left blank if
you want to find all properties that match the applicant.
Keywords
If the applicant is looking for a particularly unusual facility that would not normally be listed in
facilities then enter it in the keywords box. If a property comes on your books and holds an
unusual facility then you can use the selection - Marketing>Lettings Tools>Applicants
Matching Keywords enter a keyword and search.
Essential Matching Criteria
In the matching areas section it is probably best to leave all areas ticked as this will give the
applicant sight of all properties in all areas that match their criteria. Even though they may
initially be looking in one area they may find something they like in another area.
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For the facilities section, this is also best if you can leave all facilities un-ticked. Just one
selection could mean that your applicant does not match any properties, likewise with the
Special Requirements selections.
Matching Property Tab
Properties Matching Criteria
Selection of the Matching
Properties Tab will show
all the properties that have
matched the Applicant
according to the criteria
set on the previous tabs.
If the applicant has been
on the system for some
time then you can use the
tick boxes at the top of the
screen to either show or
eliminate properties that
they have seen before and
future viewings that are
already booked. Then
leave the unseen showing.
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Unsuitability Feedback
If an applicant has informed you that a particular property is unsuitable then you should click
on the unsuitable button to remove it from this list but not the list that will be sent out. The
system will ask for feedback to be entered onto the system and this will go back to the
landlords report so that they are aware of any improvements they may need to make on the
property.
If you were to tick the unsuitable box at the top of the screen then you will bring back any
properties that have already been marked as unsuitable to the list showing a feedback button
that when clicked will show the feedback of why it was marked unsuitable to begin with.
Send Details Tab
Print matching Property List
At the top of the send details tab the first option is to print a list. If the applicant is with you in
the office then you can print them a list of matching properties immediately rather than
sending it.
Send Details by Text
The second option is to send details by text. The applicant will receive a text message stating
how many properties match their criteria.
Send List of Matching Properties by Post
The third option is to send a list by post. This method uses the applicants address that is
entered into the personal details on screen 1
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Send List of Matching Properties by Email
The fourth option is to send by email, this is the email address entered on the applicants
personal details.
The above send details are activated by clicking the relevant Go button, any subsequent lists
will be sent by the applicants‘ preferred method of notification.
Notes Tab
Add a General Note
In the notes tab enter
anything that you find
relevant. These notes are
utilised elsewhere in the
software.
Referencing Tab
Referencing Notes and Documents
Any referencing Notes that you need to add to the applicant and any referencing
documentation that you want to save on the system can be added here.
Maximum file upload 1MB
Allowable file extensions: *.doc *.docx *.xls *.xlsx *.csv *.txt *.pdf *.gif *.png *.jpg *.jpeg *.bmp
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Add a Property
To add a property on the system
Property/Properties/Add a Property
go
to
the
lettings
section
and
go
to
Property Details
Location
When entering the property
address you must select an
area as the system will not
allow you to continue the next
screen.
The number of the property is
entered into a field of it‘s own
as this is an unsearchable
field. When you search for a
property on the system you
cannot search by property
number
Extra Details
The extra details box that is available is primarily used for Northern Ireland agents as this
information is required elsewhere for them. However there is no reason why you cannot utilise
this for holding information available
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Property Type and Description
From the drop down menu select the property type and enter a description in the box
provided. This description will be used on all marketing and portal uploads.
Directions
Add directions top the property as required
3rd Party Software
rd
The section for 3 Party Software is for agents that are also selling properties and are using
the Dezrez Sales Software. This will be populated when a landlord is imported from Dezrez
software.
Once you have completed this screen click on the next action button to progress
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Adding Rooms to a Property
In the Rooms screen enter the name of the room and click Add. You will now need to select
the edit button to enter the details of the room.
Enter a description taking in any special
features that the room may have, from the
drop down menu select the floor that the
room is located on and finally add the room
dimensions. The dimensions can be added
entered in both imperial and metric, this
should be denoted by using the drop down
menu. When you have all dimensions added
click on the Assign button and whichever
way you have entered the dimensions they
will be converted to show both imperial and
metric, click ok to finish. Continue with this
process until you have edited all rooms.
When saved, the rooms will list in alphabetical order. If you require your rooms to appear in a
‗walk through‘ order on the brochure, when you are naming rooms you must precede each
room name with a letter of the alphabet. E.G. - A. Hallway – B. Lounge etc.
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Upload Photos
Branch Staff Information
In the Branch staff information enter the location of your saved photos. As the heading implies
this is information only.
Upload Photo
To upload a photo, fill in the naming criteria the drop down boxes provided.
Example;
Name: Exterior (External shot of the property)
Photo Type: Photo
Room: Whole Property Photo (List of rooms entered on the property. Always match this to
the name)
Click on the Browse button to locate the required photo then click the upload button. Continue
until you have all your photos for that property uploaded to the system.
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Property Photos
In the photo section you will notice that there is a remove button
and blue arrows under each picture. Obviously the Remove
button will delete the selected photo from the system. The blue
arrows, dependant on which is selected, will move the order
priority of the photos. This allows you the choice of selecting
which photo is used primarily as you main marketing photo.
Click on the next action button to progress
Utilities
Gas
The system will, by default, tick that the property does have gas. If this is not the case then
you must remember to un-tick this option. If the tick box remains ticked then the system will
put the property in the report called Gas at Property. This means that you have said that the
property has gas but as yet a Safety Certificate has not yet been raised on the system.
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Water
If the property has a water meter then tick the box in the water utility details. This will make
sure that there is a field in the meter readings section of the software to enter water readings.
Enter meter and stop tap information.
Electricity
The electric meter is also ticked by default. Enter details of location and any other information
you may feel relevant.
If the property has two meters, (e.g. Low and High rate meters) enter the details of the second
meter.
If the property is a multiple occupancy property then enter the number of meters accordingly.
Click on the next action button to progress
Confidential Notes
Enter all notes that you only want staff members to see. The information entered on this
screen will not be used anywhere else on the system
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Add Facilities
Add what facilities the property has i.e. Double Garage. Use the drop down menu to select
the facility, add any comments i.e. Double Garage. Click add. Continue with all facilities.
All facilities for the property will now be listed on the system.
Click on the finish action button to complete the process.
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Create a Landlord
To create a landlord, go to: - Home/Lettings/Landlords/Create a Landlord
Landlord Details
Default Branch and Service Type
For single branch users your branch will be entered by default. For multi branch users select
your branch. From the drop down menu select the service type for the landlord.
Contact Details
On the landlord contact details
enter:
Name
Email
All available Phone numbers.
If the landlord does not want
numbers to be shown on the
tenancy agreement then tick the
relevant box to mark as private.
Tick the email letters box if the
preference of communication is by
email.
The opt out of general market tick
box will show on the all Active
Landlords list and All People list
that they do not want any general
marketing sent to them
Enter
confidential
required
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notes
as
Deposit Registration
Enter Deposit scheme registration details when available. Use the Historic TDS ID if the
landlord is already registered as if he or any tenancy has a existing ID by uploading to TDS a
second time will generate Tem another ID
If the landlord has agreed to leave a float with you to pay for minor invoices up to a certain
amount enter the amount he has agreed on here. If you are holding a company agreed
amount then leave the box blank, select use company settings and the system will know what
that amount is.
Non Resident Landlord Tax Status
Landlord not subject to overseas tax then do not enter any information
Landlord subject to NRL tax but has no exemption number. The system will deduct tax from
all transactions and provide you the facility to pay the taxman.
Landlord Subject to NRL tax but has an exemption number
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Contacts list
Note that a Permanent address is a mandatory requirement. Select from the drop down list
the type of contact you want to add, click on add.
Fill in the contact details set the valid from date this could be the date the landlord moved in
the property or the date that you have taken them on as a client.
Permanent Address
Check the details you have entered, edit if required, then click ok on the action buttons then
next
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Bank details
Landlord Bank Details
Complete the landlords bank details
so that you will be able to pay them by
online banking.
Landlords with a building society
account
The roll/building society number is
entered into the Historic BACS field in
landlord details and a normal bank
account number in the account
number. This is a bank account where
all building society customers pay
their money to, then the building
society will move the transaction on to
the correct building society account
based on the Roll number in the
Historic BACS field. The bank account number should be provided by the building society via
the landlords.
BICS code
The Bank Identifier Code or BIC identifies the payment beneficiary‘s bank — the bank that will
receive the funds transfer. A BIC can be combined with the details provided by the IBAN to
provide automated international funds transfers.
Example BICS Number 87654321
IBAN Number
The International Bank Account Number or IBAN is a bank account number designed to
simplify and speed cross border transfers. Every bank account in a participating EU/EEA
country has an associated BIC + IBAN, which is clearly identified and printed on all bank
account statements issued after July 2003.
Example IBAN Number GB29NWBK60161331926819
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PROPERTY OWNERSHIP
Property ownership will list all properties that the landlord owns
Management Fees
Set Default Management Fee
In the default fee box type in the percentage you are charging the landlord and select the date
that it is valid from then click the add button. Default fee will now be shown.
If your fees are going up in the future then you need to enter that information also.
This future new fee will be charged when the date set is reached
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Management Fee history
Click on the finish action button to save the landlords details on the system
Two Individuals on One Landlord Record
In the situation where:
 A husband and wife jointly own a property
 They only require one invoice
 They are not subject to NRL
It may be easier in this case to keep both their names on one landlord record. This means
that when you are adding a husband and wife as landlord enter both names in the surname
field e.g. Mr and Mrs Smith. This will mean that the invoice is addressed to both (for tax
reasons) but they only receive one invoice/statement and the payment is made into one bank
account.
Referencing Notes and Documentation
Referencing is not available in Create a Landlord, but if you have carried out any referencing
on a landlord using reference an Individual then all notes and documents and documents can
be uploaded or viewed here
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Set up Property Owner
Go To: - Lettings – Landlords – Set up Property Owners
Search for the property to link to a landlord
Set Up new Owner(s)
The set up new owners screen will allow you to set the date owned from.
If more than one person owning the property you can set whether they have equal shares or if
they have a different percentage ownership. Click the add button to continue
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Create a Landlord Instruction
Go To Lettings/Instructions and Tenancies/Create a Landlord Instruction
Search for the property you wish to create an instruction on. Select the area, Address, Key
Bunch number or Property Ref. once you have entered your criteria click on search to bring
up a list of properties. Select the property you want and click ok
Using the next screen click on Modify Landlord Instruction
Term Details
In the term details set
Date
Length of tenancy
Term type
Furnishing details
Number of bedrooms
Single room
Student let
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Payment Details
Set the Advertised Rent
Minimum
rent
that
the
landlord will accept.
Rent collection periodicity
Bond/Deposit amount
Advance Payment
The advance payment of rent is for
Let only. This will be an amount that
the landlord has asked you to collect
on signing the tenancy.
Acceptable Tenants
By ticking as many acceptable tenant types as possible, the matching process will have a
greater choice of tenants.
Access and Joint Instruction
Enter any access arrangements. E.g.
Keys with another agent/ Contact
Landlord
Access numbers relating to arrangement
details.
This will be used when arranging access on a
new property.
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Utilities
Utility Responsibility
Using the drop down menus set the
responsibilities for the utilities.
Tenancy Specific Suppliers
If suppliers are already linked to the area that the property located they will be automatically
inserted.
To add or change a utility supplier in the instruction click the add button
Select Type of supplier to add or
change and click search.
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Tick the box next to the supplier
and click ok.
The supplier is now added.
Utility Suppliers Used
As you add each utility
company they will show in
Utility Suppliers Used
Council Tax/Rates
The Council Tax/Rates box is for information only
Special conditions
Add Condition
Type in the condition and click the Add button
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Tenancy Conditions
Tenancy conditions are now added to the Instruction
Add Special Requirements
Select any special requirements from the drop down list and click on the add button
Tenancy Special Requirements
Special Requirements are now added to the Instruction
Management Fees
Set Property Specific Fee
Type in a new fee for this property, It will not affect any other properties owned by the landlord
which are set to the default fee.
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Reset Property Fee
If you require to revert back to the landlords default fee there will now be an option to reset.
Tenancy Service Type
Service Type
The service type will be
populated by the Landlords
service type which was
entered when the landlord
was entered onto the system.
Other Landlord Charges
These are charges which have been agreed by the agent and the landlord
Interim Inspections
Set the periodicity of the interim inspection. With the timings set here, once the agreement is
signed, the system will start counting for the first interim. A reminder will be generated to the
InTray 7 days before the inspection is due.
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Tenancy Specific Auto Charges
Auto charges are set up in the service type. However, if you have offered a discount and you
need to change the charge, you can set the new charge and add it. This will cancel out the
existing charge
On clicking finish, a copy of the Instruction will be sent to the Postbag for authorising
Go back to modify Instruction and Tenancy and click on Advertise instruction
At the point of clicking on Advertise Instruction any matches of properties to Applicants are
actioned, texts are sent and any emails, letters will be waiting in the postbag for authorisation,
and all properties are uploaded to the web portals.
Points to Note:
(1)If a previous tenancy already existed on this property, the details of the Landlord
Instruction from that tenancy are automatically copied into this Landlord Instruction. Any of
these details may be changed for this tenancy.
(2)You may only have one pre-Signed Instruction on a particular property at any one time. If
you attempt to create a new Instruction on a property with an existing Instruction or Tenancy
in one of these phases, you will be prevented from doing so.
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Create a Tenancy from an Instruction
Go To: Lettings/Instructions and Tenancies/Modify Instruction/Tenancy
Search for the property you want by the usual search methods and click ok and then click on
Let Agreed to raise the agreement
Set Tenancy Start, Fixed and End Dates
Select a Start Date for the tenancy using the
Calendar icon and selecting a date.
A property cannot have tenancies with overlapping date ranges.
Note: The tenancy start date must be one day (or more) after the last tenancy end date.
Select a Fixed Date for the tenancy by using the
(Calendar) icon and selecting a date. The
fixed date is the last day of the minimum term
Neither the tenant nor the Landlord can end the tenancy before the fixed date unless they
both mutually agree to do this. See the End Tenancy option on a Signed Tenancy.
The Start Date and Fixed date must be completed.
End Date
You should only select an end date if you definitely want the tenancy to end on this date. This
date also needs to be the same as or later than the fixed date. Select an end date by clicking
the (Calendar) icon and selecting a date.
With an end date selected a Section 21 Notice (notice of tenancy end) will be generated 10
weeks before the end date and placed in the Postbag.
If no end date is specified then once the fixed date has elapsed the tenancy becomes a
Statutory Periodic Tenancy. Click the ok to save changes.
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Add or Remove Tenants to Agreement
This step is going to allow you to add or remove tenants from the tenancy before it is signed.
Each tenant record includes the tenant‘s details such as name, contact details, date of birth,
payment address, bank details and whether to email letters. Any number of individual tenant
records may be added to the tenancy but their total Percentage Rent Paid per Period must
always equal 100.
A separate tenant record must be created for every tenancy. If a tenant stays on at a property
for a second tenancy then this tenant record must be re-created for the second tenancy (they
will also have a new Bond Account and Main Account associated with them). Therefore to
uniquely identify each tenant the combination of name, property, and the tenancy start and
end date is required. Tenant details may be edited but not added or removed once the
tenancy is in the Signed phase.
Adding Tenants to agreement
Add Tenant Click on the appropriate button for your tenant (in the example below From
Applicant has been used) and click next
Select
your
search criteria to
find
your
applicant then tick
the box next to
the name. click
next
Details of the tenant will be displayed; you
may add notes at this stage. Check to
confirm then click next
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In the contacts list there are no
mandatory contacts, however
you may add the recommended.
If you do add an address select
the appropriate one from the
drop down list and click add and
then next. (Prior to tenant leaving
the property, make sure that you
do add a post Tenancy address, so that closing
inspection reports and utility Letters are forwarded on). If
you have not added any addresses at this point just click
next
Enter the Tenants Bank details and click finish. If you
start to populate the Bank details then you should be
aware that the postcode field becomes mandatory.
You may at this stage continue to add more tenants if
not click finish
Referencing
At this point if not having referenced the tenant before you can carry out referencing.
Payment Schedule
If you need to set the payment schedule then click on step 4.
From here you can delete or edit the existing
schedule. If you choose to delete then you can
set up a new schedule by clicking on the add
button and entering the new details. When done
click OK
Example
If you have negotiated on the rent the
payment schedule must be changed.
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Payments by standing order
The Standing order mandate form payment date can be set by LetMC to be called early if
required. This is used by some Letting Agents so that the tenant‘s payment reaches the
Letting Agent‘s bank account on the day that the rent is due (rather than 3 days later). It‘s set
as standard to 0. Only System Administrator level can access this, call LetMC if you want this
changed. Note that once it is changed it will change all Standing Order mandates including
ones re-printed for previously signed tenancies.
Print or Post Tenancy Agreement
The ‗Print Now‘ button prints a tenancy
agreement
and
supporting
documents
(sometimes known as ‗office copy‘) without the
need to select individual tenants.
Post Tenancy Agreement
When selecting this option you will need to set
up, what you are sending and to who. Use the
tick boxes to set Cover Letter, Check List and
Payment Form then tick the recipients. Click on
either Print Now or Send to Postbag. The
letters will now go to the postbag to be
authorised.
Email Tenancy Agreement
If your option was email then on clicking the
Send to Postbag button these will go to the
Letters to Authorise section. If a tenant/landlord does not have an email address and the
selected method of sending is email, the Tenancy Agreement is still sent to the Post Bag, but
it is marked to be sent by post (not email).
When a tenancy is at the Signed, Closed or Ended stage, it is only possible to print the
Tenancy Agreement (it cannot be sent to the Post Bag for posting by email or post).
Renewal tenancies follow the same process as new Let Agreed tenancies and the options
available in Step 4: Print or Post Tenancy Agreement are the same as those provided for Let
Agreed tenancies. The difference is that the Cover Letter includes different narrative to make
clear that the tenancy is a renewal.
Supporting Documents to Send with the Tenancy Agreement.
Supporting documents to accompany the tenancy agreement are chosen by tickbox. The
documents are:Cover Letter
Office Check List – used within the Letting Agents office to record progress through the
referencing procedure etc
Payment Form - standing order mandate or direct debit mandate for rent amount allocated in
the payment schedule
Homelet Form - Homelet home contents insurance (only available if activated by LetMC)
Note: When the tenancy is at the stage before signing it is known as ―Let Agreed‖ even at this
stage the property can still be advertised and when it is uploaded to the property portals ―Let
Agreed‖ will be added to the property photo. To facilitate this an ―Advertise Let Agreed‖ tick
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box is available in Modify a Branch. By default this box is un-ticked. This can be amended by
Administrators. If you need assistance on this call LetMC Client Support.
Sign Tenancy
When
the tenant and landlord are satisfied with the proposed tenancy then the tenancy is signed.
Any auto charges assigned to the tenancy are charged at this stage. A reminder of when the
tenancy is starting will appear in the In Tray one week prior to the start date.
Once the tenancy is in the Signed phase it is not possible to cancel the tenancy or to change
any of the details. The Agreement can be printed in the signed stage but will not be sent to
the postbag.
It is possible to add the name and address for the head tenant to the tenancy agreement. This
requires an amendment to the print job which can be done by making a request to LetMC
Client Support.
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NOTES
37
© LetMC Training
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