Although Propoly is designed as an all in one platform to handle every element of tenancy progression smoothly for you , there may sometimes be occasions where you want to complete a certain step of the process outside of the system.
For example, you may want to arrange the tenancy and have the tenancy agreements signed using Propoly, but collect the move-in monies using some alternative method. This is very helpful if a Landlord wishes the Tenant to pay the move-in monies directly to them, for example.
Luckily, this is very easy to set up within the Propoly platform by following the steps below.
Step 1: Open the Deal
Open the deal you would like to turn the payments off for. This can be done by clicking on the deal from your dashboard or by searching for it in the search bar.
Step 2: Edit the Deal
Once you have found the deal, you will need to edit the details. To do so, click on the three dots located above the tenancy end date.
This will open a drop down menu. Select "Edit Deal" from the available options.
This will take you to the "Create Deal" screen.
Step 3: Turn off move-in money collection for the deal.
On the "Create Deal" screen, scroll down until you see two fields called "Monthly Rental Payment" and "Deposit". These will each have a toggle called "Payment required on signing agreement?" next to them. By default, these toggles will be set to "Yes", meaning that the Propoly platform will collect this payment from the Tenant once they have signed the agreement.
Because you do not want the system to collect these payments from the Tenant when they sign the agreement, toggle both of these options to "No".
This will ensure that no payment is requested from the tenant when they sign their agreement.
Step 4: Save your changes
Once you have made the necessary changes, select "Save deal" at the bottom of the page to save the updates you have made.
Note: As you will not be collecting these payments through the Propoly platform, there is a risk of the Landlord and Tenant being able to sign on the system and create a binding agreement before the money has been received. It is your responsibility as the agent to ensure the necessary funds have been received (by either yourself or the Landlord) or an alternative agreed, before releasing the agreement for signature.
That's it! You have successfully updated the deal so that the Propoly platform will not try and collect any funds when the tenant signs their agreement. If you have any further questions or need assistance, please don't hesitate to reach out to our support team for help.