You can set up and generate a contract from your dashboard. The contract you generate will use the stay details you entered when you set up the stay. Before generating a contract, you'll be asked to review the stay details. You can make any necessary edits to the stay before issuing the contract. Follow the steps below to issue a contract from your dashboard.
- Go to the Applications tab on your dashboard, and select a stay from the Approved offers tab
- Click on the Contracts tab
- Locate the first task card, 'Contract setup' and click Setup and complete the form
- You will be asked to select the contract template, deposit scheme type and if you'd like to embed the additional compliance documents within the contract or send them separately
- You can also add any additional clauses at this point, there will be a free text box to insert these, just make sure to use a hyphen (-) to list items rather than bullet points - Once you've done this, you'll be taken back to the task tracker and you'll be able to proceed with the next step
- Select Generate and issue contract and once you're taken to the next page, click Generate contract
- You'll be shown a stay summary including the term, resident, signatory and bank details to review
- If everything looks correct, check the tickbox to confirm, then click Confirm and generate
- If something is incorrect, you can make changes to the contract by following the steps here - The document will take a few seconds to load. Click Preview and issue once it's ready to view
- Read through the contract and if everything looks correct, tick the checkbox to confirm the information is accurate and click Issue
- The contract will then be sent to residents and landlords for signing. Please note that each signer will receive a unique link to sign the contract, so there's no need for residents to share their links with others on the stay
If you need further assistance, email us at partners@residently.com or reach out via chat.