Managing Parties and Properties in Rental Deals

A deal links a property to two contacts: the tenant and the landlord. In TenancyDesk they live under Contacts and Properties, and on a deal you choose them instead of typing them again.

Contacts

• Add a contact under Contacts with Add Contact. A contact is an Individual or a Company.
• An individual's record holds contact details, Emirates ID and passport numbers with their expiry dates, and visa status. A company's record holds its trade licence and authorised signatory.
• A contact becomes a tenant or a landlord when a deal names them. One contact can be the tenant on one deal and the landlord on another.
• Contacts are shared by your team. When you edit a contact, every deal it is on shows the change.

Properties

• Add a property under Properties with Add Property, or bring several in with Import.
• A property records where it is, what it is, its utility account and title deed numbers, the rent, and its owner.
• The owner is one of your contacts. You can pick an existing contact or create one from the property form.

On a deal

New Deal asks for the property and the tenant. Choose existing ones, or use Add New Property and Add New Contact and come back to the deal. If the deal does not name a landlord, it takes the property's owner.

One record per person

TenancyDesk does not merge duplicates, so search before you add. A contact cannot be saved with an email or phone number that another contact already has.