Rental Step Through: Difference between revisions
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= Rental Property Step Through = | |||
This page is the end-to-end map for a normal rental instruction. Follow the linked guide when you need the detailed steps for that stage. | |||
# '''Landlord enquiry''' - search/create the landlord contact. | |||
# '''Property and valuation''' - follow [[Adding a new Rental Property]]. | |||
# '''Instruction''' - confirm management/service level and complete marketing information. | |||
# '''Available''' - publish, match tenants and deal with enquiries. | |||
# '''Viewing''' - use [[Booking and Managing Viewings]] and record the outcome. | |||
# '''Offer/application''' - record the tenant's position and landlord decision. | |||
# '''Tenancy setup''' - use [[Creating and Starting a Tenancy]]. | |||
# '''Move-in/compliance''' - ensure required documents/checks are complete using [[Rental Compliance and Inspections]]. | |||
# '''Ongoing management''' - use [[Tenant List]], financials, inspections and [[Managing Repairs and Maintenance]]. | |||
# '''Arrears''' - use [[Chase Outstanding Rent]] where payments become overdue. | |||
# '''Renewal/end''' - update the agreement/property when the tenancy renews, becomes rolling or ends. | |||
== If the property is not fully managed == | |||
Some ongoing management/financial actions may not apply. Keep the property status and service level accurate so staff know what the agency is responsible for. | |||
== HMO properties == | |||
Use [[Rental HMO]] for the additional room/tenancy workflow used by HMO properties. | |||
Latest revision as of 20:01, 29 August 2026
Rental Property Step Through
This page is the end-to-end map for a normal rental instruction. Follow the linked guide when you need the detailed steps for that stage.
- Landlord enquiry - search/create the landlord contact.
- Property and valuation - follow Adding a new Rental Property.
- Instruction - confirm management/service level and complete marketing information.
- Available - publish, match tenants and deal with enquiries.
- Viewing - use Booking and Managing Viewings and record the outcome.
- Offer/application - record the tenant's position and landlord decision.
- Tenancy setup - use Creating and Starting a Tenancy.
- Move-in/compliance - ensure required documents/checks are complete using Rental Compliance and Inspections.
- Ongoing management - use Tenant List, financials, inspections and Managing Repairs and Maintenance.
- Arrears - use Chase Outstanding Rent where payments become overdue.
- Renewal/end - update the agreement/property when the tenancy renews, becomes rolling or ends.
If the property is not fully managed
Some ongoing management/financial actions may not apply. Keep the property status and service level accurate so staff know what the agency is responsible for.
HMO properties
Use Rental HMO for the additional room/tenancy workflow used by HMO properties.