Let the agreement's end date live in the system, not in your head.
Start, end, increase rate, deposit, guarantor, commission: all of it on one agreement card. You see an expiring agreement in the list and discuss the extension in good time.
Who it is for
For offices carrying several tenancy agreements at once, who have to keep track of which one ends when.
- Estate agencies weighted towards letting
- Agents collecting rent on an owner's behalf
- Residential complex and building management
- Owners letting out an investment portfolio
The whole agreement in eight sections
When opening a new agreement you do not have to hunt for where each piece of information goes; the form is split into eight sections and each one gathers a single subject.
- Basics: agreement type (tenant or owner), property, customer and agent
- Payment: start and end date, amount, increase type, payment interval and first payment day
- VAT: status, rate, exemption and discount details
- Commission: due date, amount and VAT status
- Deposit: the amount and currency, if one is taken
- Guarantors: name, ID, phone and address for each one
- Other: stamp duty, IBAN, contact person and description
The status is clear and so is the next step
While an agreement is a draft it can be edited; once approved it locks. That way the amount on a signed agreement cannot be changed by accident.
- A draft agreement can be edited, approved or deleted
- An approved agreement is read-only; to change it you cancel it first
- You copy an expiring one and extend it: a second agreement opens with a new date and amount
- If you try the wrong step, the system tells you what to do instead
Who pays what and when
When an agreement is approved, the payment plan appears on its own. You see what is due, what has been paid and what is late in the same table.
- Amounts to collect from the tenant and amounts to pay the owner sit in separate tables
- Each row carries the due date, amount, paid portion and document number
- For a due date with no receipt yet, a receipt is created in one step
- From a due date that already has a receipt you move to the related payment record
Deposit and guarantor on the record
The two things argued about most when an agreement ends are the deposit and the guarantor details. Both sit on the agreement's own card, so you do not have to look at a separate book.
- The deposit amount and currency are tied to the agreement
- There is no limit on the number of guarantors; each with their ID and contact details
- Stamp duty details and the IBAN sit on the same card
- The property's inventory is on its own tab: what fixtures were left at handover is written down
What changes
Agreement tracking stops being a memory exercise.
Frequently asked
Does the system calculate the rent increase?
You define the increase type and rate on the agreement, and the amount is applied accordingly. You decide the legal increase ceiling yourself; the system works with the rate you enter.
Is late payment interest calculated?
No. The form has fields relating to interest and what you enter stays on the record, but the system does not calculate an interest amount. You see late payments in the payment plan.
Can I get a PDF of the agreement?
Not at the moment. Agreement details are held in the system and viewed on screen; there is no ready-made PDF agreement output yet.
Can I correct an agreement I have approved?
An approved agreement cannot be edited directly. You cancel it first and redo it, or copy it and open a new one. This exists to stop a signed agreement changing quietly.
Can I also track what is owed to the owner?
Yes. When the agreement is opened with the owner type, the payment plan comes out in that direction; amounts to collect from the tenant and amounts to pay the owner appear in separate tables.
How many guarantors can I add?
There is no limit. For each guarantor you record the name, ID number, phone and address separately.
Enter your agreements once and stop chasing the rest.
Leave your name and number and we will call within 30 minutes to show you with your own agreements.
Other solutions
Property sales
The sale is followed stage by stage; a closed sale locks.
Commission tracking
Commission is recorded with the sale and its invoice appears on its own.
Payments and plan
Rent and dues in the list with their due dates; late ones stand apart.