How do I generate a guarantor agreement in agentOS?

Step 1: Find the tenancy

Using the search bar at the top of the screen, type the name of the property. Select the correct tenancy from the results.

Step 2: Open the Tenants tab

Once inside the tenancy record, click into the Tenants tab on the left-hand side. A list of all tenants linked to the property will be displayed.

Step 3: Open the individual tenant record

Click into the relevant tenant to open their Tenant Details screen.

Step 4: Go to the Addresses tab

On the left-hand side of the tenant record, scroll down to the Addresses tab and click it. A new screen will appear showing all contacts linked to this tenant.

Step 5: Generate the guarantor agreement

Find the guarantor contact row. Click the Actions button along that row and choose one of the following:

Print Guarantor Agreement — a PDF copy will download immediately
Post Guarantor Agreement — a copy will be sent to the Post Bag, awaiting authorisation or editing

If you need any assistance, contact support@agentos.com.

How do I generate a guarantor agreement in agentOS?

Search for the property, open the tenancy, click into the Tenants tab, open the individual tenant record, go to the Addresses tab, and use Actions > Print Guarantor Agreement or Post Guarantor Agreement on the guarantor contact row.