Adding Rent guarantee insurance details
To add Rent guarantee insurance details, you must first go to the relevant property record by following the steps listed below:
Go to Lettings properties > View properties
Find the relevant property by using the Search bar if needed
Access the relevant property record by selecting the property address within the Street column
This will open the Property record. To add the Rent guarantee insurance details, please follow the steps listed below:
Go to the Mortgage, insurance & contacts tab as pictured below
Select + Insurance
In the Insurance type dropdown, select Rent guarantee
Once the required information has been entered, click on Submit to save the details
In the Rent guarantee policy dropdown under the Insurance section, select Yes
Finding properties with a Rent Guarantee policy
To locate properties with or without a Rent Guarantee Policy, you can use the Advanced search function on the View properties page. To use this, please follow the steps listed below:
Go to Lettings properties > View properties
Click on the Advanced search bar (highlighted below)
Select the Rent guarantee policy or No rent guarantee policy checkbox as highlighted below
This will show all properties that have been selected Yes or No to having a Rent guarantee policy within the Mortgage, insurance & contacts part of the property record.
Note: The filtered data can then be exported as an Excel spreadsheet by clicking on the Export button on the right-hand side of the search field.
Locate the rent guarantee insurance expiry dates for all properties
To export the rent guarantee insurance expiry dates for all properties, use the Insurance export.
Go to Admin > Exports
Select the Insurance export within Property management