Create a Tenancy Agreement
Overview
Found your tenant? The next step is creating the tenancy agreement and recording the tenancy in PaTMa.
The tenancy agreement forms the foundation of the tenancy and stores important information such as the rent amount, deposit details and tenancy start date.
Once the tenancy has been created, you'll be able to continue through the remaining onboarding steps, including tenant checks, document delivery and contract signing.
Before You Begin
Before creating a tenancy agreement, you'll need:
- A property in your portfolio
- A tenant record
- The tenancy details, including rent and deposit information
If you haven't yet added a tenant, see our guide on Arranging Viewings.
Creating a Tenancy
Open the relevant property from Your Portfolio and select Tenancies, followed by Add Tenancy.
You'll then be asked to complete the tenancy information.
Basic Tenancy Information
These settings define the tenancy itself.
- Unit – For HMOs, select the room or unit the tenancy relates to.
- Start Date – The date the tenancy begins.
- Notes – Any additional information relating to the tenancy.
Rent Information
These settings control how rent is recorded and managed.
- Rent Period – How often rent is due, such as weekly or monthly.
- Rent Amount – The amount payable for each rental period.
- Start Tenancy With One-Time Rent Payment – Use if the first payment differs from the standard rent amount.
- Rent Review Settings – Allows future rent reviews to be scheduled and tracked.
Deposit Information
If a deposit has been taken, you can record the relevant details here.
- Deposit Amount – The amount collected.
- Deposit Scheme – The scheme protecting the deposit.
- Deposit Notes – Additional information about the deposit.
- APT Deposit Clauses – Used when producing prescribed information documents.
- Third Party Deposit Provider – Records details of anyone providing the deposit on the tenant's behalf.
Once complete, select Save to create the tenancy.
What Happens Next?
Creating the tenancy is only one part of the tenant onboarding process.
Once the tenancy has been created, use the Tenancy Checklist to:
- Complete referencing
- Carry out Right to Rent checks
- Provide required documentation
- Send and sign agreements
- Protect the deposit
- Complete check-in
- Notify utility suppliers
The checklist helps ensure nothing is missed before the tenant moves in.