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Rental Step Through: Difference between revisions

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The following guid as a simple how to list, market and add a tenancy to a rental property.
= Rental Property Step Through =


Entering a new rental property is basically the same process as for sales :-
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.


* A landlord contacts you and asks you to market the property
# '''Landlord enquiry''' - search/create the landlord contact.
* You will [[Contacts Overview|add the details of the landlord]] if new to you.
# '''Property and valuation''' - follow [[Adding a new Rental Property]].
* You [[Adding a new Rental Property|create a new property listing]] within standout recording some very basic details about the property, and link the landlord to this property.
# '''Instruction''' - confirm management/service level and complete marketing information.
* You arrange a valuation visit.
# '''Available''' - publish, match tenants and deal with enquiries.
* Once you have visited the property and got the particulars you then enter them into Standout along with any photos etc.
# '''Viewing''' - use [[Booking and Managing Viewings]] and record the outcome.
* You normally would create a sample brochure and give to the landlord for approval.
# '''Offer/application''' - record the tenant's position and landlord decision.
* Once the landlord approves the details you can then change the property status to Available.
# '''Tenancy setup''' - use [[Creating and Starting a Tenancy]].
* At this point the property is sent to your web site and any portals you subscribe to.
# '''Move-in/compliance''' - ensure required documents/checks are complete using [[Rental Compliance and Inspections]].
* You will then get enquiries for the property, record the details into Standout if they are new to you.
# '''Ongoing management''' - use [[Tenant List]], financials, inspections and [[Managing Repairs and Maintenance]].
* Arrange a viewing for the potential tenant.
# '''Arrears''' - use [[Chase Outstanding Rent]] where payments become overdue.
* After the viewing has taken place you will either have an offer from the potential tenant or an agreement for the full rental value (or not interested)
# '''Renewal/end''' - update the agreement/property when the tenancy renews, becomes rolling or ends.
* Record the details on the viewing page, this will then inform all parties via letter/email
* If the landlord wants to accept the tenant then click Accept button
* If the property is Managed you should then create the rental agreement, if not managed change the status to Let when you are ready.


Managing a rental agreement is covered [[Rental Property Overview|here]].
== 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.

  1. Landlord enquiry - search/create the landlord contact.
  2. Property and valuation - follow Adding a new Rental Property.
  3. Instruction - confirm management/service level and complete marketing information.
  4. Available - publish, match tenants and deal with enquiries.
  5. Viewing - use Booking and Managing Viewings and record the outcome.
  6. Offer/application - record the tenant's position and landlord decision.
  7. Tenancy setup - use Creating and Starting a Tenancy.
  8. Move-in/compliance - ensure required documents/checks are complete using Rental Compliance and Inspections.
  9. Ongoing management - use Tenant List, financials, inspections and Managing Repairs and Maintenance.
  10. Arrears - use Chase Outstanding Rent where payments become overdue.
  11. 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.

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