Tenancy Builder 3 has had some new features added which we hope you find useful.
In addition to general bug fixes and performance improvements, the following have been added:
- New method of adding an EPC to the agreement
- Background save
- Adding permission to speak with Universal Credit or housing benefit.
EPC adding method
Since the government updated their website which holds all EPC’s, it’s become very difficult to get a PDF version for attaching to a tenancy agreement. It’s important the EPC is attached because we can show it was given “before occupation” so as not to affect possession later.
With the new government website, if you tried to print to PDF, often the margins are all out of sync and some data may be missing.
Now, with Tenancy Builder, you can find the EPC on the government website and copy the certificate number into Builder. We will check the certificate number exists and if so, correctly convert the page to a PDF and automatically add it to the agreement.
It’s a simple and seamless means of adding the EPC.
If you still have the old PDF version of your EPC, that can still be uploaded in the usual way as before.
See the new comprehensive help page about this new feature.
On rare occasion, we had reports of people loosing their entry either because they had lost connection whilst building (e.g., gone away for a few hours and returned) or on even rarer occasion, the submit button wouldn’t work.
We believe the submit button failing has now been fixed.
Now, the Builder will auto-save in the background as you progress through the Builder.
If there is some issue, you can now simply create a new agreement and if there is a background save, a pop-up will present an option to restore from where you last left off.
This is a great new feature and although loosing data whilst creating an agreement was rare, for those cases, this will be immensely useful.
Permission to speak with Universal Credit or housing benefit
On the old Builder, when we emailed to say the agreement was ready, we also included a link to download a separate form which could be used to seek permission to speak with UC or HB.
Now, at the bottom of the documents page (page 5 of the Builder), there’s a new dropdown option to add a permission page into the agreement.
If “Yes” is selected, we will insert — just before the final signature page — a permission page for signature by the tenant.
If you use the integrated digital signing, the newly added page will be fully compatible.
The default option can be set in Profiles too.
See this new help page for more details on this new feature.
Next on the list of jobs to do is to create an online application process for your prospective tenants. Instead of giving them the PDF version of the application form, you will be able to generate a unique link to send to the tenant. This will allow the prospective tenant to complete an application online and the data will be saved in the database of the Tenancy Builder.
Once an application has been received, we hope to enable one click referencing based upon the information received. Furthermore, when you build a new agreement, we hope to add one click insertion of the tenants name, email, telephone etc. into the appropriate fields.
This is a considerable undertaking that will take some time to complete. But, we think this will be an excellent addition to the Builder.
Once that is done, we then hope to create some kind of inventory creation tool that’s easy for landlords to use. This is only in the design and thinking stage so is quite some way off (unlikely this year).
Comprehensive help documentation including a quick start guide is available here.