FAQ's & Useful Information
Frequently asked questions - And the answers to match!
30 articles
How to Request a New User Account for PropolyHow to Request a New User Account for Propoly
What is the purpose of the "Add Move Out" feature?What is the purpose of the "Add Move Out" feature, and is it necessary to add the previous move out to proceed?
Understanding the Referencing Stages and how to track Referencing updates.A simple explanation of the referencing stages, progress updates and how to know when a reference report is ready to be viewed!
I Have an Enquiry About a Bespoke Document.This article explains what specific bespoke documents we can offer.
How Do I Change My Password?A simple guide on how to change your password.
How Do I Keep Track of My Payments?A quick guide on how to check your payments!
How to Purchase Managed Rent Protection via Propoly ChatHow to Purchase/Request Managed Rent Protection via the Propoly Chat in 15 seconds.
How to cancel a deal on PropolyHow to cancel a deal on Propoly
All agent permissions for branchesEverything Agents can and can't do if they work for a branch
Has the tenant paid outside the system?If your tenant has paid outside the system you will need to follow this step-by-step guide on how to reflect this on the system
Tenant Shop in Propoly
Landlords building and contents insuranceGet a quote for landlords Buildings and contents insurance today.
Get a Rent and Legal Protection Insurance quote todayGet a rent and legal protection quote today
How to change the assigned agent on PropolyIf you need to assign a deal to a different member of your team, this is how you would need to change this.
How to resend any email to a userIf a user is unable to see any of the emails we have sent, this is how you are able to resend them.
How to Upload Documents to PropolyHow to upload documents to Propoly and send them to the Landlord or Tenant by email.
How to use Open Banking, for TenantsHow to use Open Banking to pay your Holding Deposit or Move-in Monies using the Propoly platform.
Zero Deposit Guarantee and PropolyHow to used the new Zero Deposit Guarantee integration in Propoly
How to create a Propoly account and sign the tenancy agreement, for Landlords.How to create your Landlord Propoly account and sign the tenancy agreement
How to see what emails have been sent to a Landlord or TenantA guide on how to see what emails each Landlord and Tenant are sent at different stages of the deal,
Common lettings and referencing acronyms and abbreviations.A guide to the various abbreviations and acronyms often used by the Propoly and LegalforLandlords teams when leaving notes on files.
What does each tenancy service Level mean?What are the three different "Service Levels" defined in the Propoly platform and what do they mean?
How do I see what a tenant and landlord have been sent?How to view the email history for a tenant or landlord
How can I see any historic updates that were made to the deal?This article will show you how to view the audit page for the deal and review any historic updates that were made.
How to change who the deal is assigned toHow to change who the deal is assigned to on the Propoly system
How to turn utility switching on and off for the Property?How to select whether you want to offer Utility Switching Services to your Tenants through the Propoly platform.
How to remove compliance documents to upload new ones?How to update the compliance documents you have saved against a property on the Propoly platform if you need to.
How to send documents to Landlords and Tenants using PropolyHow to use Propoly to send documents to your Landlords and Tenants.
Payment methods in PropolyA guide to the different payment methods that can be used on the Propoly platform.
🛡️ Landlord Rent Protection Flow – Step-by-Step GuideHow to send a referencing report to a landlord and get the opportunity to earn additional commission