Released | 15.11.2024 System Release Notes |  Document Handling and Referencing Process Enhancements Release Overview: The document requirements on both traditional and DIY referencing application forms have been updated with more detailed descriptions. This enhancement allows the system to categorise uploaded documents more accurately (e.g., as payslips or tenancy agreements), improving the efficiency of automated chasing. To ensure accuracy, we are removing the options to provide documents by email, fax, or post. Documents will only be uploaded directly through the system, either immediately or at a later time. Key Features: 1. Income Verification Improvements | – Tax Return Validation | An additional question has been added to confirm the date of tax returns. If a tax return is over 12 months old, the system will automatically request additional verification through bank statements or open banking.– Benefit Specification | A new dropdown field will allow applicants to quickly specify which benefits they receive.– Pension Details | Another dropdown field will enable applicants to specify the type of pension. If a private or workplace pension is selected, they must also specify the provider’s name. 2. Document Management Interface Update | The ‘Documents’ section of the referencing pages has been renamed to better guide both our team and DIY agents. This section now clearly indicates which documents are required, which are awaiting review, and the outcome of reviewed documents. It also allows for feedback to be provided directly within BOX. 3. Automated Reminders and Notifications | If a document is rejected, a reminder email is triggered (if not already sent within the last 24 hours) and a notification appears on the tenant dashboard with feedback from our team. Non-DIY agents can view a ‘read-only’ version of this section to see what is required. Talk To Us Today!

Released | 01.11.2024 System Release Notes | Dynamic maximum deposits Release Overview: For our agents managing properties in Wales, we’ve introduced a new dynamic feature for setting the maximum allowable deposit. Key Features: 1. Dynamic deposit limits by location | BOX now features an integrated postcode search function that identifies the property’s location and automatically sets the maximum deposit limit in line with regional regulations. 2. Automated compliance | With this update, agents can ensure deposits remain compliant with local guidelines without needing to manually adjust limits. The system’s automation reduces the risk of regulatory oversight and saves time. 3. Enhanced user experience | With this update, agents can ensure deposits remain compliant with local guidelines without needing to manually adjust limits. The system’s automation reduces the risk of regulatory oversight and saves time. Talk To Us Today!

Released | 01.11.2024 System Release Notes | GUIDs on fully signed ASTs Release Overview: Expanding on our previous feature to apply GUIDs to fully signed tenancy agreements, we are shortly to implement GUIDs to all documents sent to tenants when preparing a let or renewal, enhancing document tracking and evidencing which documents tenants have received. Key Features: 1. What is a GUID? | A GUID is a ‘Globally Unique Identifier’, and we’ve now assigned one to each of the documents you send to your tenants, such as the How to Rent guide, gas safety certificate and the EPC. 2. Proof of Issue | The GUIDs will be displayed within the PDF proof of issue when you send documents when creating the tenancy on BOX, and for documents sent with the tenancy agreement the GUIDs will be displayed in a new Tenancy Documents appendix coming soon – watch this space! Talk To Us Today!