Now you can order, manage, and track tenant and guarantor references from within the letting utilising our Canopy add-on (£10+VAT per month) - streamlining the referencing process by storing all relevant information in one location and providing real-time status updates throughout the workflow.
Step 1: Go to your Letting
Select the Tenant References tab on the right-hand side from the letting menu.
This tab will display all tenants associated with the letting and give you two options: Upload External Reference or Order Canopy Reference. If you wish to continue using your previous provider then you would simply click the former option to upload your report and manually set the status.
To order the reference via Canopy, please continue following the steps below.
Step 2: Select Your Tenant
From the tenant's name, select Order Canopy Reference. This will begin the process of requesting a reference through Canopy for the selected tenant.
Step 3: Choose the Reference Type
You will be presented with the available reference options at varying costs to select from the Product dropdown:
Credit Check - £4+VAT
Essential - £7+VAT
Comprehensive - £11+VAT
Priority - £15+VAT
Full details of what is included in each product, available here
You have the option here to add a Right to Rent check (£3+VAT) or order an additional reference for the Guarantor (£11+VAT) using the tick boxes above if you wish.
Both tick boxes can be ticked as default if you would prefer, just let the Support Team know via support@10ninety.co.uk or 020 7193 2844.
You will be charged by Canopy in arrears for the products that you have used in that past month.
Need a more comprehensive or faster reference after selection? You can click 'Upgrade' at any time!
Step 4: Monitor the Reference Progress
Once the reference has been submitted, the request will be processed by Canopy.
You can return to the individual tenant's reference record at any time to view the current status of the reference. Progress updates, notes, and any actions for the tenant and/or guarantor will be displayed within the system, providing visibility of the reference from submission through to completion.
To manually refresh the latest updates that we've received from Canopy, you would just need to click View Progress on the individual tenant's profile next to Report.
You can monitor the progress of all outstanding references ordered via your Tenant References In Progress alert.
Step 5: Reference is Complete! 🎉
When the referencing process has been completed, the final status and report will be available within the tenant's reference record via the Download button below. A copy of the completed reference is automatically downloaded and stored on the system - please see an example of the report here.
All completed references will drop into your Recently Completed Tenant References alert for 7 days giving you a quick look at the completed status of the reference and the detailed, PDF report.
If you wish to extend or decrease the length of time references remain on the alert, please just let the Support Team know.
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