Managing Tenancy Preparations and To-Do Lists in Loop

Introduction:

In this guide, we'll walk you through the process of setting up your tenancy to-do list, managing tenancy details, and completing tasks before the tenant moves in.

Setting Up Tenancy To-Do Lists:

Accessing Settings:

To begin, navigate to the settings menu located in the top right-hand corner of Loop.

Within settings, locate the option for tenancy to-do lists.

Customizing To-Do Lists:

Take the opportunity to customize your to-do lists according to your specific requirements.

While Loop provides default options, tailoring the list to your needs ensures it remains practical and relevant.

Managing Tenancy Details:

Reviewing Tenancy Information:

After accepting an application, navigate to the tenancy preparing section.

Here, review the details of the tenancy to ensure accuracy. This includes start dates, rental amounts, deposit information, utility details, and any specific conditions.

Adjusting Tenancy Details:

Make any necessary adjustments, such as modifying inspection schedules or updating rental amounts.

Ensure deposit information is complete, including the amount, deposit scheme, and reference number.

Completing To-Do List Tasks:

Accessing To-Do Lists:

Within the tenancy preparing section, locate the to-do list associated with the specific tenancy.

This list outlines tasks that need to be completed before the tenant moves in.

Updating Task Status:

As you progress through tasks, update their status accordingly.

Tasks can be moved from pending to in progress and ultimately to completed as they are addressed.

Adding Notes:

Utilize the notes feature to add relevant information or updates to specific tasks.

Notes can provide context or reminders for ongoing tasks, ensuring clear communication within your team.

Completion and Warnings:

Aim to complete all tasks listed in the to-do list before the tenant moves in.

While some tasks, such as sending flowers on moving day, may occur after the tenancy start date, ensure essential tasks are completed to avoid warnings.

Conclusion:

Effectively managing tenancy preparations and to-do lists in Loop is essential for ensuring a smooth transition for both landlords and tenants. By customizing your to-do lists, reviewing and adjusting tenancy details, and diligently completing tasks, you can streamline the process and provide a seamless experience for all involved. If you have any questions or require further assistance, don't hesitate to reach out to Loop support on support@loop.software