View Tenant Preferences
When a tenancy reaches ‘Step 4 – Tenant Preferences’ the tenants are invited to confirm the following, depending on which services your branch benefits from:
Whether they wish to pay a tenancy deposit or use a deposit alternative (either our Deposit Replacement Insurance or Reposit)
Lead tenant onlyWe need to contact the lead tenant to make them aware of their utility obligations and will always attempt to contact them, however here they can select a preferred date and time for us to call.
Lead tenant only (optional)Whether they require a tenants insurance quote. If not, they must confirm whether they or their co-tenant holds insurance with another provider, or if they just do not want to purchase any insurance for their new tenancy.
All tenantsTenants can choose to purchase online here, request a call from our insurance team or confirm that they will call us for a quote.
You can track the progress of each applicant through the Step 4 process and monitor their responses from within the ‘Applicants’ section of the tenancy record.
Once all tenants have completed all tasks at Step 4, a new section ‘Tenancy Preferences’ will display on the tenancy record so you can always see the answers that were provided at this step.
Deposit type
If the lead tenant has selected to use your deposit replacement scheme instead of paying a tenancy deposit, you can view the cover record for this tenancy by clicking the ‘View’ link.
Otherwise it will display as ‘Reposit’ if this was offered as an option, or ‘Tenancy deposit’ if they have chosen to pay a traditional deposit.
Tenants insurance
The insurance requirements confirmed by each tenant will be displayed here.
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‘Purchased The Lettings Hub Insurance’ – The tenant bought a policy online via BOX.
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‘Will call The Lettings Hub for a quote’ – The tenant indicated they will call us to obtain a quote over the phone.
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‘Call back requested’ – The tenant has requested for our insurance team to provide a quote over the phone. The date and time they have selected will also be shown here.
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‘Not required’ – The tenant has indicated they do not wish to purchase any tenants insurance for this tenancy.
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‘Co-tenant has insurance’ – The tenant has indicated one or more of their co-tenants holds an insurance policy that will cover the new tenancy. The names of the tenants they selected will also be displayed here.
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‘Existing policy’ – The tenant has indicated they already hold an insurance policy that will cover the new tenancy. The name of their current provider and policy expiry date will also be displayed here.
Utilities callback
If the lead tenant has confirmed a preferred date and time for us to contact them about utilities this will be displayed here. If not, this section will confirm no callback has been requested.
