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
Step 4: Click on “show details” and add information to
Once completed the status will show green – as shown below
Once submitted the next screen will show submitted
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)
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
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