Tenancies

When you successfully complete an application or add a new active tenancy, a tenancy record will be created in your account. These records contain all the necessary information related to the tenancy, including property and tenant details, links to their applications and subscriptions, and complete payment history. Tenancies have statuses that update dynamically:

• Pending: The tenancy has been approved but has not yet started and will begin in the future.
• Active: The tenant has moved in, and the tenancy term has commenced.
• Complete: The tenant has moved out, and the tenancy term has ended.
• Canceled: The tenancy was ended before its term completed.

You can add an active tenancy at any time by navigating to the Tenancy Dashboard and selecting New tenancy. This will initiate the rental application process using the Active tenancy format.

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Managing a tenancy

From a tenancy record, open the overflow menu (•••) to take action:

• Tenancy review: Schedule a reminder to review the tenancy. See Tenancy reviews.
• Compliance certificate: Download a PDF compliance certificate for the tenancy.
• Send compliance documents: Email the tenancy’s customers the unit’s EPC, electric safety, and gas safety certificates. See Compliance documents.
• Lease change: Make changes to an active tenancy. See Lease changes.
• Create revision: Create a new application that revises the current tenancy. See Revising a tenancy.
• Stop cancellation: Remove a scheduled end date and keep the tenancy running.
• End tenancy: End an active or pending tenancy.

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Ending a tenancy

To end a tenancy, select End tenancy from the overflow menu (•••). You can end it immediately or schedule it for a future date, choose whether to cancel the associated subscriptions, and provide a reason, such as requested by the customer, tenant replacement, eviction, arrears, or early termination. Scheduling an end date sets when the unit is next available, so it becomes Coming available without putting it on the market. You can start a new letting from that unit by creating an application and releasing it from the form. When the tenancy actually ends, the unit is released to the market as To let, unless you have held it back.

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Stopping a scheduled cancellation

If a tenancy is scheduled to end on a future date and your tenant decides to stay, you can call it off. Select Stop cancellation from the overflow menu (•••), then confirm. This removes the scheduled end date and keeps the tenancy active. Any scheduled cancellation of the tenancy’s subscriptions is also reversed, so rent continues to be collected as normal. If you have not already released the unit, it leaves Coming available and returns to Occupied.