What is the process for setting up a new tenancy in agentOS?
Setting up a new tenancy in agentOS follows a sequence of steps: create the landlord, add the property, link the landlord to it, create an instruction, set it to Let Agreed, add the tenant, sign the tenancy, and optionally add a guarantor.
The steps below outline the full process for setting up a tenancy in agentOS from scratch. Each step links to a dedicated guide with full instructions. If you are adding a tenancy for a property or landlord that already exists in the system, you can start from the relevant step.
Step 1: Create a new landlord
Before you can set up a property, the landlord must exist as a record in agentOS. If you have not yet created a profile for the landlord, do this first.
See: How do I add a landlord in agentOS?
Step 2: Create a new property
Add the property to agentOS. If the property has more than one lettable room and each room is managed separately, you will need to create a separate property record for each room.
See: How do I create a new property in agentOS?
Step 3: Link the landlord to the property
Once both the landlord and property exist in the system, link the landlord to the property and set their ownership share. If there is more than one landlord on the property, repeat this step for each one.
See: How do I link a landlord to a property in agentOS?
Step 4: Create an 'Advertised' tenancy instruction
Create the tenancy instruction on the property. This holds the rental amount, service type, availability dates, and contract terms, and forms the basis for advertising and letting.
See: How do I create a tenancy instruction in agentOS?
Step 5: Set the tenancy to 'Let Agreed' and add a tenant
When a tenant has been found, update the tenancy status to Let Agreed and add the tenant's details. This moves the tenancy forward in the letting process.
See: How do I set a tenancy to Let Agreed and add a tenant in agentOS?
Step 6: Sign the tenancy
Once all parties are ready, sign the tenancy in agentOS to formally confirm the letting.
See: How do I sign a tenancy in agentOS?
Step 7: Add a guarantor (if required)
If the tenant requires a guarantor, add the guarantor's details to the tenancy.
See: How do I add a guarantor in agentOS?
Step 8: Credit checking and full referencing (optional)
If your agency carries out credit checks or full referencing, these can be run from within the tenancy.
See: How do I carry out credit checking and full referencing in agentOS?
💡 Useful add-ons: agentOS supports integrations with referencing providers, deposit replacement insurance, and guaranteed rent packages. Contact support@agentos.com for more information.
Need Help?
If you have any questions about setting up tenancies in agentOS, contact the support team at support@agentos.com.