This guide walks you through Canopy's tenant referencing process, streamlining tenancy management, renter verification, and eligibility checks for rent protection features.
Step 1: Initiate the Referencing Process
On your Canopy dashboard, click “Start Referencing” to begin a new draft tenancy.
Step 2: Creating a Draft Tenancy
Complete the following fields:
Branch: Providing you have more than one, you will be guided to select the associated branch.
Property Address: Enter Postcode to search for addresses in your CanopyHQ.
Move-in Date: Specify the tenant’s intended move-in date. (Optional)
Rental Amount: Input the rent amount.
Rent Payment Frequency: Choose rent frequency (e.g., monthly, bi-weekly).
Submit to proceed.
Tip: Ensure all details are correct to avoid delays.
Step 3: Add Renters for Referencing
Click “Add Renter” and then search for the renter using their full name or email address, if you wish to "Add a new renter".
Step 4: Finalise Tenancy and Review Screening
Click "Finalise Tenancy" and then enter the move in date of the tenancy. Eligibility criteria, Must be at least 3 days prior to move in date.
Step 5: Submitting Utilities Switch and Home Void Cover.
Complete the following fields:
Billings Address: State who manages the bills?
Landlord Details: Add the landlord details.
Current Property Status: Is the property currently vacant?
Manage Utility Options: Select which utilities you wish to notify.
Click 'Submit', and you are all done! You have now completed your utilities switch service.
