Released | 29.11.2024 System Release Notes |  Proof of Inventory Issue Release Overview: We’ve introduced a feature to streamline your inventory record keeping. When an inventory is issued at Step 7, a PDF document will automatically be created to provide proof that it was issued and who it was issued to. This document will be added to the zip folder in the Tenancy Agreements left menu section once the agreement is fully signed. Key Features: 1. Instant Access | Instantly access the record within BOX showing who the inventory was sent to and when. The PDF also shows how many days the tenant(s) were given to report any issues. Talk To Us Today!

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!