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Owners/Landlords - Tracking landlord contract renewals

Updated over 6 months ago

Please see the below guidance on tracking landlord contract renewals:

1. Updating the property record

  1. Go to Lettings properties > View properties.

  2. Locate the property in question.

  3. Select the text in the Street column to open the property record.

  4. Go to the Details tab.

  5. In the Dates section, populate the Contract expiry date field as shown below. The other date fields in this section can also be populated if required.

2. Tracking renewals

  1. Go to Admin > Exports.

  2. Select the Properties option in the Properties section.

  3. The export will download and open into a CSV file.

  4. The Contract end date field pulls through to column AC of the export.

  5. Users can filter this column as required to view properties with contract end dates in any given month. Any unnecessary columns can also be deleted.

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