Tenancies within Street
Within Street there are two ways of creating a tenancy - via a lettings application or directly from the property.
Creating a Tenancy from an Lettings Application
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 a detailed breakdown on creating a tenancy from a lettings application, see our Lettings Applications help article, that concludes with creating the tenancy.
Creating a Tenancy directly from the Property page
The second method is to create a tenancy directly on the property page. From a property page, click create (at the top right) and select tenancy.
Doing so bypasses the application stage entirely and should therefore not be used if you are processing the offer and application of the applicants.
Note - If you have an ongoing Lettings Application, you will not be able to create a tenancy directly from the property page, to prevent the application and tenancy being disconnected.
If you have already created a tenancy and then set up a Lettings Application which now overlap, please contact the Street Support team via live chat who can assist.
There are a few instances where creating a tenancy directly may be appropriate.
Migration to Street (manual or via Bridge)
When migrating over to Street from your previous CRM provider you will need to add any 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 adding a Tenancy you have just taken over management of
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.
Adding a Tenancy you do not 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:
Note - You will need to add the tenants as 'people' within your network to be able to add them to the tenancy. We advise trying to confirm their email and/or phone number so these can be added for the purpose of contact regarding viewings.
Accessing a Tenancy
Any active tenancies will display on the property page in the 'Current Tenancy' card on the right hand side. From here you can click the 'view tenancy' button to access the tenancy page.
You can also see a list of all tenancies on a property by clicking Info > View All Tenancies.
Updating the status of the property
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 hasn't picked up the change in status.
You may be able to fix this from the property page by clicking Edit > Withdraw/Archive Lettings Listing which will remove the no longer needed listing and should update the status to Let. However if the property status is showing differently (such as instructed or withdrawn), or if the status is still incorrect, or if you do not have a listing to withdraw, or are unsure how to proceed, please speak to the Street Support team via live chat for further help.
Updating the occupancy status of the property
Similarly, you should check to confirm the occupancy has been set to tenants and not the owner or vacant. To do this, head to the property page and click the 'further info' option on the right hand side and look for the occupancy field.
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. From the Property Details tab, update the occupancy to Tenants and click save and continue.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!