How to register a landlord

You need to have registered a property's landlord in the system before you can add the property to the system.  Here are the steps for adding a landlord:

  1. Click on the “Lettings” top menu tab
  2. Click on the “Landlords” sub-menu
  3. Click on the “Add” link to take you to the form to register a new landlord
  4. Enter the details for the landlord and press the “Add” button.  At least one of email address or phone number is required.

Note: a shortcut to the Landlord registration form exists on the Dashboard page. Clicking on the “Add Contact” link at the top of the dashboard, and selecting Residential/Commercial Landlord will take you directly to Step 4.

Landlord Form Fields

Most of the fields in the landlord form are self-explanatory, but some additional notes are provided below:

"Additional contact" - if the landlord has a second set of contact details (for example, for a spouse or partner), enter them in this section.

"Company name" - if the landlord is in fact a company, enter the name of that company in this field.

"Email" - if you have multiple email addresses for this landlord, you can enter them in the single email field, separated by a semi-colon (;).

"State" - by default, all new landlords will be registered as being "Active".  To archive them, without actually deleting them from the system, set the state to "Inactive".  You will still be able to access the record, but the landlord will not appear in the landlord list by default.

"Lead Staff" - the member of staff responsible for the agency's relationship with this client.

"Is UK Resident" - un-tick this if the landlord is not a UK resident, and is therefore eligible for Non-Resident Landlord tax).

 "Branches" - for multi-branch agencies, you can register the landlord at multiple branches by ticking the branches in this field.

"Property Categories" - tick whether the landlord's properties are residential, commercial or both. 

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