Page 70 - planet_rent

STEP 6 - Tracking deals: couldn’t be easier. When there is something to
do, you’ll see a red NUDGE button and clicking this will NUDGE whoever
needs to do something (tenant(s), guarantor or landlord) on a
decreasing basis. When all are done the tracker will automatically
advance to the next stage.
To keep the tracker simple, by default ‘active tenancies are not shown
until ‘3 months before expiry’ when the renew or vacate process
begins by showing the contract along marked with ‘expires dd.mm.yy’
as well as 2 buttons: [ vacate ] [ renew ].
All tenancies can easily be retrieved by ticking the ‘Show All [ ]’ all
option, or, a search by address would reveal a specific property.

To protect privacy when sub-Agents log in they can see other Agents
offers, to encourage them to bid up the price, but not the details of the
tenants who made the offer to stop them poaching other Agents
tenants.

Process Overview diagram:

STEP 7 - Welcome & utilities: this area is designed to ensure that every
landlord can deliver a professional lettings journey to each and every
tenant. Standard email templates with explanatory notes are provided
but can be cloned and edited to your requirements on app set up.

Avoiding common pitfalls: Planet Rent makes sure that common pitfalls
at the start of a tenancy are avoided, e.g., not supplying the tenants with
 the energy performance certificate (EPC),
 the gas safety certificate – which would invalidate any section 21
notice,
 the deposit registration certificate, prescribed notes, risk of a fine of 3
x deposit,
 a statement of the terms on which the tenant(s) occupy the property if it is an HMO, failure to
register the HMO is a risk of £5-20,000 fine,

67