Tenancies within Street

Within Street there are two ways of creating a tenancy - via a lettings application or directly from the property.

Typically most tenancies will be, and should be, created through the correct workflow of creating a lettings offer > accepting a lettings offer > progressing through a lettings application > creating a tenancy.

This ensures all of the relevant details are captured during the application stage (referencing, inventory, move in etc) and shows a clear timeline of events.

For help on creating a tenancy in this way, see our Progressing a Lettings Application help article, that concludes with creating the tenancy.

The second method is to create a tenancy directly the property page:

Doing so bypasses the application stage entirely and should therefore not be used if you are processing the offer and application of the applicants.

This option should only be used in a few specific situations such as:

When migrating over to Street from your previous CRM provider and adding in existing tenancies. In these cases, you would not need to go through the offer > application > tenancy workflow and can just create each tenancy directly.

When you take over an existing tenancy, it would generally make more sense to create the tenancy directly rather than processing an offer and application you didn't manage.

If you are selling a property but the existing tenancy is being managed by another agency, you can also just add the tenancy directly.

When adding a tenancy you don't manage, ensure you toggle the 'This tenancy is managed by another agent' checkbox. This will remove the requirements for the usual details such as rent amount and service level, allowing you to store the tenants details against that property:

Now that your tenancy has been created, you will see a 'Current Tenancy' card on the property page:

You can also see a list of all tenancies on a property by clicking Info > View All Tenancies:

If you have created a tenancy directly, you may notice the status of the property shows as To Let / Let Agreed still while also having an active tenancy. This is because the application process wasn't followed so the system doesn't pick up the change in status.

To fix this, head to the property page and click Edit > Withdraw/Archive Lettings Listing. This will remove the no longer needed listing and should update the status to Let:

Similarly, you should check to confirm the occupancy has been set to tenants and not owner or vacant. To do this, head to the property page and check the Occupancy field here:

If this field shows 'Tenants' then you have nothing to action. However if this shows owner or vacant, it is advisable to edit this by clicking Edit > Edit Property and scrolling down to the Occupancy setting:

Here, update the occupancy to Tenants, scroll down to the bottom and click 'Update Property'.