Basic procedure for lettings

The basic procedure for managing a letting involves the following key stages.

Set up a landlord

  1. Click on the “Lettings” top menu
  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.

For more details, click here

Set up a property

Once you have set up the landlord, you can add one or more properties for that landlord.

  1. From the Landlord details page, click the “Add Property” Quick Link in the side menu (or click the “Lettings” tab at the top of the page, click the "Add" button, and select the landlord). You will be taken to a property details form.
  2. Enter the details of the landlord’s property and press the “Add” button.
  3. The property has now been created. You can add additional marketing details, such as the description, photos, features and so on, by clicking the relevant property side menu link.

For more details, click here

Set up a tenant

  1. Click on the “Lettings” top menu
  2. Click on the “Tenants” sub-menu
  3. Click on the “Add” link to take you to the form to register a new tenant.
  4. Enter the details for the tenant and press the “Add” button.

For more details, click here

Set up a property search for a tenant applicant

To find all properties that match a tenant’s search criteria:

  1. From the Tenant details page, click the “Property Searches” side menu item. You will be taken to the form to create a new property search.
  2. Enter the tenant’s search criteria and press the “Add” button.
  3. The search has been saved, and you will be taken to a page displaying all properties that are on the market and matching the search criteria.

Find matching tenant applicants for a property

As well as finding all properties that match a tenant’s search criteria, it is also possible to find all tenants whose search criteria match those of a particular property:

  1. Navigate to the property in question.
  2. Click on the “Applicant Search” side menu item.
  3. A list of all tenants with matching searches is displayed.

Set up a letting (tenancy)

Once a tenant has been found for a property, the letting (tenancy) can be set up as follows:

  1. From the property dashboard, click the “Add Letting” link (which is also available in the “Quick Links” widget from any property page, or from the “Lettings” side menu item)
  2. Enter the tenant for this letting by starting to type the tenant’s name – the system will find any matching tenants, click to select the tenant in question.
  3. Enter the start date of the letting and the term (the system will then automatically calculate the end date). Alternatively, manually enter the letting end date.
  4. Enter the rent, the deposit, any fees, and so on. Mandatory fields are marked with an asterisk (*).
  5. Click “Add” to save down the letting.

For further details on how to set-up a letting, click here.

Manage the letting

Once the letting has been set up, you can access it from the “Current Letting” link on the property dashboard (or via the “All Lettings” link on the dashboard if it is an historic letting). This will take you to the dashboard for the letting.

From the lettings dashboard page, it is possible to generate lettings letters and documents (for example, the tenancy agreement), record tenant receipts, manage any letting fees, generate landlord statements, set-up the inventory, create inspection reports, and so on. Further details are provided in the Lettings Management section of the Help Center.

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