Properties to let
Listings
Leads
- How does the offer intent feature work?
- How do I manage offer intent?
- How do I stop the automated offer intent email from being sent?
- How do I add a lead?
- How do I add a viewing for a lead?
- How do I reschedule or cancel a viewing for a lead?
Viewings
Offer
- How do I start a new offer from the dashboard?
- How do I submit an offer using the agent offer form?
- How do I show a property as an option on the agent offer form?
- How do I reassign an offer to a different property?
- How do I mark the holding deposit as collected?
- How can I download offer details?
Paperwork
- Why is the guarantor having technical issues completing their paperwork?
- How do I add a resident or a guarantor?
- How do I view the documents an applicant has submitted?
- How do I view the progress of details and documents uploaded for referencing?
- How do I find out who is responsible for uploading details and documents for referencing?
- How can residents and guarantors upload their own details and documents for referencing?
Referencing
- How do I change the monthly rent amount and rent share for residents and guarantors?
- Do you carry out right to rent checks?
- How do I undo referencing approval?
- Why can't I see the final reports on the dashboard?
- What can residents see in the app?
- How do I view referencing progress on the dashboard?
Contracts
- How do I upload additional documents to a contract?
- How do I set up and generate a contract?
- How do I edit a contract?
- How do I edit tenancy details when generating a contract?
- How do I add an additional clause?
- How do I amend the landlord and signatory details for a contract?
Payments
- How do I refund the holding deposit?
- Can residents pay upfront rent to cover two non-consecutive months in the tenancy?
- How do I request a holding deposit via the dashboard?
- Can I collect the holding deposit off Residently?
- How can I check if the holding deposit has been paid?
- How can I edit the security deposit and upfront rent amounts?
Renewals
Community
Managing stay data
- Why can't I find a stay under the Applications tab?
- How do I filter applications by portfolio on the dashboard?
- How do I view a resident or guarantor's net monthly income?
- How do I check the share of rent for a resident or guarantor?
- Is there a telephone number I can call to get in touch with Residently?
- How do I add notes to a stay?