1. Note of Interest form
A Note of Interest form can be added to SME Professional allowing potential tenants to note their interest in a property by filling out an online form.
1.1 How it works
The note of interest form can be sent to prospective tenants allowing the agent to collect basic details of the individual and assess whether the individual can proceed with their application for the property.
A link to this form can be added to any email template sent to a potential tenant, such as the Viewing confirmation or Viewing feedback emails.
If a tenant would like to note their interest in a property, they can click on the link and then populate the form. Once submitted, the completed form will be emailed to the agency.
Note: this email address is specified at the point of set-up.
If the agent decides to proceed with this individual, their potential tenant record can be converted to a live tenant record so that they can be sent the full tenant application.
1.2 How to set up
Go to Tenants > Note of interest
Select the property in question
Set the Availability date, Rent amount, Deposit required and Holding deposit
If applicable, set the Referencing fee
Enter the Council tax band
If required, enter any Additional comments, for example, No pets permitted
Click Create form
A new browser window will open where the PDF document is generated
For further information on this form or help setting up please contact [email protected].