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Tenant references, right to rent and gas certificates, from one link.

A let stalls while a tenant finds a payslip and a landlord finds last year’s gas certificate, and the agent rings them both. Docsroom gives each person a link and chases whoever has not replied.

8 templates80 requestsWritten for letting agents

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Eight templates for letting agents

Open a template to see every request in the order it is asked, and watch it written in and answered.

Landlord starter checklistfor new landlords · before we advertise the property12 requests12 requests
Landlord starter checklistPhilip Ambrose · 4 Cedar Court9 of 12 back
  • About you
  • FormLandlord and tax details6 questionsAssigned to PAPhilip Ambrose, landlordFrom Emilyin 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to PAPhilip Ambrose, landlordFrom Emilyin 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to PAPhilip Ambrose, landlordFrom Emilyin 3 days1 file sent
  • The property
  • FormProperty and letting details8 questionsAssigned to PAPhilip Ambrose, landlordFrom Emilyin 3 daysReady to check
  • UploadProof of ownershiptitle register or deedsAssigned to PAPhilip Ambrose, landlordFrom Emilyin 3 daysComplete
  • UploadConsent to letfrom your lender, if anyAssigned to PAPhilip Ambrose, landlordFrom Emilyin 4 daysAwaiting reply
  • Safety papers
  • UploadGas safety recordif the home has gasAssigned to PAPhilip Ambrose, landlordFrom Emilyin 5 daysReminder sent
  • UploadElectrical reportEICR, in dateAssigned to PAPhilip Ambrose, landlordFrom Emilyin 5 daysComplete
  • UploadEnergy certificatethe current EPCAssigned to PAPhilip Ambrose, landlordFrom Emilyin 5 days1 file sent
  • How we let it
  • DecisionLevel of servicelet only to fully managedAssigned to PAPhilip Ambrose, landlordFrom Emilyin 6 daysReady to check
  • ApprovalTerms of businessread and approveAssigned to PAPhilip Ambrose, landlordFrom Emilyin 6 daysComplete
  • FormBank details for rent4 questionsAssigned to PAPhilip Ambrose, landlordFrom Emilyin 6 daysAwaiting reply
Staff starter checklistfor new property managers · before their first day12 requests12 requests
Staff starter checklistKatie Hollis · property manager9 of 12 back
  • Checks before you start
  • QuestionRight to work share codenine charactersAssigned to KHKatie Hollis, property managerFrom Emilyin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to KHKatie Hollis, property managerFrom Emilyin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to KHKatie Hollis, property managerFrom Emilyin 4 days1 file sent
  • TableTwo refereesnames and numbersAssigned to KHKatie Hollis, property managerFrom Emilyin 5 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to KHKatie Hollis, property managerFrom Emilyin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to KHKatie Hollis, property managerFrom Emilyin 5 daysAwaiting reply
  • ApprovalStaff handbookread and approveAssigned to KHKatie Hollis, property managerFrom Emilyin 6 daysReminder sent
  • On the job
  • UploadLettings qualificationPropertymark or similarAssigned to KHKatie Hollis, property managerFrom Emilyin 7 daysComplete
  • UploadDriving licencefront and backAssigned to KHKatie Hollis, property managerFrom Emilyin 5 days1 file sent
  • UploadBusiness use insurancecar cover for visitsAssigned to KHKatie Hollis, property managerFrom Emilyin 5 days2 files sent
  • ApprovalLone working policyread and approveAssigned to KHKatie Hollis, property managerFrom Emilyin 6 daysComplete
  • QuestionEmergency contactname and numberAssigned to KHKatie Hollis, property managerFrom Emilyin 5 daysAwaiting reply
Tenant referencing packfor tenants applying to rent · after the landlord accepts you11 requests11 requests
Tenant referencing packJosh Pearce · 4 Cedar Court9 of 11 back
  • About you
  • FormApplication form10 questionsAssigned to JPJosh Pearce, tenantFrom Emilyin 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to JPJosh Pearce, tenantFrom Emilyin 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to JPJosh Pearce, tenantFrom Emilyin 3 days1 file sent
  • Right to rent
  • QuestionRight to rent share codeif you have no UK passportAssigned to JPJosh Pearce, tenantFrom Emilyin 2 daysReady to check
  • TableEveryone who will live herename, age, relationshipAssigned to JPJosh Pearce, tenantFrom Emilyin 3 daysComplete
  • Your income
  • FormWork details5 questionsAssigned to JPJosh Pearce, tenantFrom Emilyin 3 daysAwaiting reply
  • UploadProof of incomepayslips or tax returnAssigned to JPJosh Pearce, tenantFrom Emilyin 3 daysReminder sent
  • References and consent
  • ApprovalReferencing consentread and approveAssigned to JPJosh Pearce, tenantFrom Emilyin 2 daysComplete
  • ApprovalHolding deposit termsread and approveAssigned to JPJosh Pearce, tenantFrom Emilyin 3 daysReady to check
  • QuestionPrevious landlordname and phoneAssigned to JPJosh Pearce, tenantFrom Emilyin 4 daysReady to check
  • QuestionPetstype and numberAssigned to JPJosh Pearce, tenantFrom Emilyin 4 daysComplete
Guarantor packfor tenants’ guarantors · before the tenancy starts7 requests7 requests
Guarantor packSusan Ford · guarantor for Josh Pearce5 of 7 back
  • About you
  • FormGuarantor details6 questionsAssigned to SFSusan Ford, guarantorFrom Emilyin 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to SFSusan Ford, guarantorFrom Emilyin 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to SFSusan Ford, guarantorFrom Emilyin 3 days1 file sent
  • Your means
  • UploadPayslips or pension letterlast three monthsAssigned to SFSusan Ford, guarantorFrom Emilyin 3 days2 files sent
  • QuestionDo you own your homeyes or noAssigned to SFSusan Ford, guarantorFrom Emilyin 4 daysComplete
  • Agreement
  • ApprovalReferencing consentread and approveAssigned to SFSusan Ford, guarantorFrom Emilyin 4 daysAwaiting reply
  • ApprovalGuarantor termsread and approveAssigned to SFSusan Ford, guarantorFrom Emilyin 5 daysReminder sent
Move-in packfor tenants about to move in · before the keys are handed over10 requests10 requests
Move-in packAisha Malik · 17 Orchard Row8 of 10 back
  • Before you move in
  • DecisionCheck-in slotmorning or afternoonAssigned to AMAisha Malik, tenantFrom Emilyin 2 daysComplete
  • UploadStanding order set upa screenshot is fineAssigned to AMAisha Malik, tenantFrom Emilyin 4 daysComplete
  • Papers to read
  • ApprovalTenancy agreementread and approveAssigned to AMAisha Malik, tenantFrom Emilyin 3 daysReady to check
  • ApprovalDeposit protection detailsread and approveAssigned to AMAisha Malik, tenantFrom Emilyin 3 daysReady to check
  • ApprovalHow to Rent guideread and approveAssigned to AMAisha Malik, tenantFrom Emilyin 3 daysComplete
  • ApprovalSafety certificatesconfirm you have themAssigned to AMAisha Malik, tenantFrom Emilyin 4 daysAwaiting reply
  • ApprovalInventory reportread and approveAssigned to AMAisha Malik, tenantFrom Emilyin 7 daysReminder sent
  • On the day
  • TableMeter readingsgas, electric and waterAssigned to AMAisha Malik, tenantFrom Emilyin 8 daysComplete
  • QuestionKeys receivedhow many setsAssigned to AMAisha Malik, tenantFrom Emilyin 8 daysReady to check
  • UploadPhotos of any damagenot on the inventoryAssigned to AMAisha Malik, tenantFrom Emilyin 10 days2 files sent
Yearly safety certificatesfor landlords with tenants · before each one runs out9 requests9 requests
Yearly safety certificatesRoger Elliott · 12 Beech Road7 of 9 back
  • Gas and electric
  • DecisionWho books the engineerwe book or you doAssigned to RERoger Elliott, landlordFrom Emilyin 5 daysComplete
  • UploadGas safety recorda new one each yearAssigned to RERoger Elliott, landlordFrom Emilyin 7 daysComplete
  • UploadElectrical reportEICR, every five yearsAssigned to RERoger Elliott, landlordFrom Emilyin 10 days1 file sent
  • UploadPortable appliance testif it is furnishedAssigned to RERoger Elliott, landlordFrom Emilyin 10 days2 files sent
  • Alarms and fire
  • QuestionSmoke and CO alarmsdate last testedAssigned to RERoger Elliott, landlordFrom Emilyin 10 daysComplete
  • UploadLegionella risk assessmenta simple check is fineAssigned to RERoger Elliott, landlordFrom Emilyin 12 daysAwaiting reply
  • UploadFire risk assessmentfor HMOs and blocksAssigned to RERoger Elliott, landlordFrom Emilyin 12 daysReminder sent
  • Cover and licences
  • UploadLandlord insurancethe renewed policyAssigned to RERoger Elliott, landlordFrom Emilyin 12 daysComplete
  • UploadProperty licenceif your council needs oneAssigned to RERoger Elliott, landlordFrom Emilyin 14 days1 file sent
Contractor starter packfor tradespeople · before their first job for us10 requests10 requests
Contractor starter packTomasz Wozniak · gas engineer8 of 10 back
  • Their business
  • FormContractor details6 questionsAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 3 daysComplete
  • FormInvoicing details4 questionsAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 3 daysComplete
  • QuestionAreas you covertowns or postcodesAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 4 daysReady to check
  • Insurance and registration
  • UploadPublic liability insurancecurrent certificateAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 5 days2 files sent
  • UploadGas Safe ID cardfront and backAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 5 daysComplete
  • UploadTrade qualificationscertificates or cardsAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 6 daysAwaiting reply
  • Working for us
  • QuestionOut of hours coveryes or no, then detailsAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 6 daysReminder sent
  • UploadRate cardcall-out and hourlyAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 6 daysComplete
  • ApprovalContractor termsread and approveAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 7 daysReady to check
  • ApprovalKey handling rulesread and approveAssigned to TWTomasz Wozniak, gas engineerFrom Emilyin 7 daysReady to check
Move-out packfor tenants moving out · when you tell us you are leaving9 requests9 requests
Move-out packHannah Price · 8 Mill Lane7 of 9 back
  • Your move out
  • DecisionCheck-out slotmorning or afternoonAssigned to HPHannah Price, tenantFrom Emilyin 3 daysComplete
  • QuestionForwarding addressfor post and your depositAssigned to HPHannah Price, tenantFrom Emilyin 3 daysComplete
  • FormDeposit return details4 questionsAssigned to HPHannah Price, tenantFrom Emilyin 5 daysReady to check
  • Leaving the home
  • TableFinal meter readingsgas, electric and waterAssigned to HPHannah Price, tenantFrom Emilyin 5 daysReady to check
  • UploadPhotos of each roomafter cleaningAssigned to HPHannah Price, tenantFrom Emilyin 5 daysComplete
  • QuestionKeys and fobshow many setsAssigned to HPHannah Price, tenantFrom Emilyin 5 daysAwaiting reply
  • QuestionDamage or repairs to reportbefore we check outAssigned to HPHannah Price, tenantFrom Emilyin 4 daysReminder sent
  • After you go
  • ApprovalCheck-out reportread and approveAssigned to HPHannah Price, tenantFrom Emilyin 9 daysComplete
  • DecisionDeposit deductionsagree or query themAssigned to HPHannah Price, tenantFrom Emilyin 10 daysReady to check

Written for letting agents. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each landlord and tenant

Landlords, tenants and guarantors each open their own link on a phone, with no account to make and no password to forget.

Certificates filed with their dates

Gas records, electrical reports and referencing papers arrive against each property or tenant, with the day each one came in.

Certificates chased until each one is in

Send the yearly safety pack early and Docsroom chases the landlord who has not replied until it is in.

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