Please see the guide below for the most common referencing queries.
1. Why am I getting a 'Proposed move-in date invalid' error when referencing tenants?
Usually, this error suggests that there is currently an open reference associated with the property. Please use the filter to identify the open record and "archive" via the orange icon.
Go to Tenants > Reference and credit checks
Locate the property in question
Use the filter to locate the open reference record (you may need to check several of the dropdown options to find the record)
Click the orange archive button to close the record
Go back to 'All Current' and select either Create application or Create application with guarantor
If there is no orange icon to archive a past reference application, this suggests there is a secondary past application that is yet to be archived. If you cannot find this, it could mean it is for a tenant who has been unlinked from the property. Once the tenant has been linked to the property, you can view the past reference associated with this property. For further information on linking tenants to a property, please click here.
If the unlinked tenant record has been deleted, please contact [email protected].
2. If I start an application and then need to add a guarantor later, how do I do it?
Where a started application now requires a guarantor, this can be done directly with the referencing company.
3. How can I process a reference for a tenancy where one tenant pays £0 rent?
The reference can be performed as normal by selecting the relevant referencing product. For example, the 'Express check' can also be used to reference tenants who are not paying rent. However, this depends on the circumstances, so we would recommend contacting the referencing company before selecting a type.
Please also ensure that the 'Amount of rent to pay (£)' field in the tenant record is set to £0. This can be located via the following steps:
Go to Tenants > View tenants
Locate the tenant in question
Select the 'Financial' Tab
In the 'Amount of rent to pay (£)' field, please enter £0
Click Submit