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Property Licence

This applies only to certain councils whereby all Landlords and Property managing agents letting a property need to apply for a licence. For some authorities this may be by Property and for others it is by Landlord (see Landlord Registration).

 

Property Licences can be accessed from a Property record by clicking the Certificate icon on the ribbon menu.

 

A Home Page reminder shows Property Licences that are required/need renewing. Settings in the Property Licences Certificate allows you to specify the reminder period in days.

Entering Property Licence Details

  1. From the Property record

  2. Click the Certificate icon

  3. Click the New button to enter the Property's Licence Certificate details.

  4. The Owner and Property will be selected by default

  5. Select the Issuer this will be the Local Authority against where the Property is registered.

  6. Enter the Reference.

  7. Specify the Start and End Date of the registration, typically the registration lasts 3 years.

  8. Notes may be entered as required. Correspondence methods are available enabling you to write a Letter, Note, Task, SMS Text or Email relating to the Certificate.

  9. Click the Save button.

 

When adding a Certificate the system checks if an active Certificate of the same type for the Contact/Property exists with a warning if one is present.

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