How to get a tenant reference and track its progress

Arthur integrates with Advanced tenant referencing. There is no need to create an account with them, everything is handled within Arthur

 

Create a reference

Step 1: Within the tenancy click on tenancy references

 

Step 2: Next page, will show pricing> select tenacny>Continue . The price will depend on which package you are on (Standard, Professional or Enterprise). *If a reference is cancelled you will still be charged*

Step 3: This will take you through to the application to be sent on. *Because we  integrate to a third party most of the data is provided. There are some areas that require some attention. These include

  • Asterix`s (Building No; Rental period)
  • Changes required (show details)

Step 4: Click on “show details” and add information to

  • Tenant type
  • Rent share (copy the rent amount the tenant is expected to pay)

 

Once completed the status will show green – as shown below

 

Once submitted the next screen will show submitted

Check the progress of the reference

Either go into the tenancy>tenany reference or see tenancies>tenancy reference (list all references)

 

“More info” will show the progress log and the handlers notes  shown below

 

 

Handlers notes. * There maybe no notes coming in from ATR if users have responded to each automated request for information on them and their employer, without the need to be chased. The ATR team put notes like “Chased tenant for bank statements but left a message on voicemail” and may do this 4 times in a day (in theory) and this is so the agent can see chasing is being done and may want to step in and mention to the tenant the outstanding, or even advise when the tenant calls them for progress, rather than think that nothing is being done.

 

 

 

Once passed you receive a confirmation email

 

 

Go to your account tenancies>reference>download (right click download and open in new tab)

 

Report

 

To confirm to the tenant that the reference has passed

To email the tenant that there ref has passed then this can be done via the tenancy>More>ref passed. To edit this email see knowledgebase on automated events

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below