Invite Applicant

From the actions button in the list of enquiries, you can invite the enquiry to complete an application online.

On selecting invite applicant, a new screen will appear for completion.

Contact Info

The first name, last name and email will be auto-filled but can be edited.

Check the letting unit address is correctly displayed.

Rent

Enter the proposed rent amount. If you have entered a proposed rent in the lettings particulars of the letting unit record, that amount will be autofilled.

Ensure the period of the rent is also selected (monthly or weekly).

Deposit

Enter the proposed tenancy deposit amount. If you have entered a proposed tenancy deposit in the lettings particulars of the letting unit record, that amount will be autofilled.

Is a Guarantor Required?

Select from the dropdown if a guarantor is going to be required.

Holding Deposit

In order to ask for a holding deposit through Tenancy Manager, the enquiry will be asked to pay the holding deposit amount into your bank account directly and confirm when that is done.

You will need to ensure that your bank details have been entered in the landlord record (landlord plan) or agent settings (agent plan).

Here you can select whether you want the system to also ask for a holding deposit before they are sent to the application form.

If you select "yes", further options to complete become available:

Deadline for agreement

Enter the deadline for agreement which is the latest possible time for an agreement to have been signed by all parties. By default it is 15 days from the date the holding deposit is received but can be extended by agreement.

  • If the move in date is greater than 15 days away, the date should be somewhere close to the move in date to allow time for the parties to sign up

  • if the proposed move in date is less than or equal to 15 days away, it should be left as default.

Holding deposit amount

This amount is auto-calculated from the proposed rent from the lettings unit record. It must be no more than one weeks rent and should be rounded down. Please check this carefully.

The holding deposit amount MUST BE NO MORE than one weeks rent. Please ensure this amount is correctly calculated and always round down.

Proposed occupation date

Self explanatory and could be the same as the deadline for agreement date (depending how far away).

Contract duration

Enter the proposed contract duration e.g. 6 months, 12 months or whatever.

All the information entered where a holding deposit is to be taken will be displayed to the enquiry in "specified information" so it's important it is all as accurate as can be.

Next Step

Once all data has been entered or you selected "no" for the holding deposit, hit save and a popup will appear to send the email.

Check the contents of the email and be sure not to delete the button containing the link!

Hit send and the email will be sent to the enquiry.

If you selected "no" to the holding deposit, the enquiry will be directed to the online application form and you will be notified when completed.

If you selected "yes" to the holding deposit, the enquiry will first be directed to some specified information and a holding a deposit agreement. They will be presented with your banks details and to confirm when they have made the holding deposit transfer. After this, they will be directed to the online application form. You will receive notifications when they have made the transfer and also when the application has been completed.