Lite Plan
Support guides for agents on the Lite plan
Signing up
In this section we will guide you through signing up and creating your account.
In order to sign up as a letting agent you will...
Wed, 3 Jun, 2015 at 11:57 AM
Once your account is setup you can add additional user(s) to your branch to allow other agents to create an application. To add other users go to the branch...
Mon, 29 Jun, 2015 at 11:27 AM
To start, select ‘Landlord’ from the navigation menu on the left hand side of your screen and then ‘Create’
You will now see the below form appear
...
Mon, 29 Jun, 2015 at 11:28 AM
Adding a property is very similar to adding a Landlord. Select the ‘Properties’ option from the sidebar and then select ‘Create’.
You will now see th...
Wed, 3 Jun, 2015 at 11:59 AM
Once you have added the landlords and properties to OnBoard Pro you are ready to start creating applications. At this stage you can start to add details for...
Wed, 3 Jun, 2015 at 12:00 PM
Once you have the landlords, properties and tenants in place you can create a new application.
To start a new application select ‘Applications’ and ...
Wed, 3 Jun, 2015 at 12:00 PM
It is at this stage of the application that the application fee is to be taken.
Manual Payment
If the application fee is paid ...
Mon, 29 Jun, 2015 at 11:29 AM
It is at this stage of the application the tenant(s) will be given a full UK Credit check. Before this is completed each tenant must provide consent.
...
Mon, 29 Jun, 2015 at 11:30 AM
The next stage is a final review of the application. This is a chance to verify that all details are correct before an Agreement is generated. Once an Agree...
Wed, 3 Jun, 2015 at 12:02 PM
After all details are checked the Agreement is generated and signed by all required parties. The first screen you will asks if the tenants are available to ...
Wed, 3 Jun, 2015 at 12:02 PM