Tenant referencing with Canopy

Chris Horroll
Chris Horroll
  • Updated

Alto has integrated with Canopy, providers of a hands-off tenant referencing service that delivers results quickly, but without sacrificing thoroughness and quality.

Through a relentless investment in technology and a highly efficient in-house referencing team, you'll have access to an industry-leading solution, that blends effortlessly into your workflow.

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This article includes: 

What are the benefits of using Canopy's tenant referencing service?

  • Reliable referencing - Automate your workflow and speed up referencing, without compromising on the quality
  • One-click requests - Save time with one-click referencing requests in Alto
  • Boost profits - Uncover new revenue stream opportunities every time you use Canopy

Setting up the integration

If you would like to request access, whether you're an existing Canopy customer or if you want to get set up as a new customer:

  1. Click Tools on the main toolbar
  2. In the dropdown menu, click Integrations
  3. Click the Referencing category
  4. Below Canopy, click Tell me more
    1. If you're an existing Canopy customer and want to integrate your account with Alto, click Integrate Canopy. Slide the toggle indicating you have an account and select the branches you'd like to activate. Then, click Integrate, at which point your request will be sent
    2. If you're a new customer wanting to get set up with Canopy, click Register interest. Complete the short form and click Submit. Canopy will then contact you to set up a no-obligation chat so you can find out more about them and how they integrate with Alto

To check on the status of your integration request and whether it's activated within Alto, you can view the Tell me more > Integrate page. 

integration request activation 2.png

Here, within the Branch integration section, you can view a Sent date alongside the available branches you have access to - this is the date upon which an activation email was sent to the partner.


If you need help with using Canopy, you can view their Renter/Guarantor or Landlord/Agents knowledge bases.

How does the integration work?

Conducting the checks

When using any of our tenant referencing or tenant onboarding integrations, making sure the property has the correct status is vital.  Watch the following video to learn more.  


Once an offer has been accepted by all parties on an Available or Let (Marketing) property, a Proposed tenancy will be created within the Tenancies side menu tab of that property.

To access the tenancy progression screen from this point:

  1. Click the Proposed tenancy
  2. The tenancy Overview opens. Either click the Proposed Tenancy status, or, click Tenancy on the side menu
  3. The tenancy Term displays, and from here you can click Progression and begin to progress the tenancy

     Note

    The tenancy progression screen can be accessed in two other ways:

    From Progressions:

    1. Click Progressions on the main toolbar
    2. Click All Lettings on the side menu
    3. Click the relevant tenancy from the list

    From Properties:

    1. Click Properties on the main toolbar
    2. Select the relevant property from Recent & Favourite Properties
      1. Alternatively, find the property using the Search Properties bar in the top right
    3. Click Actions
    4. In the dropdown menu, click Lettings Progression
  4. Within the tenancy progression, ensure that all of the information within the Tenancy Details section is correct - If you need to update missing data or make amendments, you can do so via Edit Tenancy
    Tenant_Referencing.png
  5. Click Start referencing checks. This will begin the reference check process using the information in the Tenancy Details section
  6. Ahead of sending the information to Canopy to begin their tenant referencing checks, you can review details About the Tenancy and About the Tenant
    Tenant_Referencing_landing_page.png
  7. If you're happy with the information, click Send reference details
    Tenant_Referencing_Requested.png
  8. The details of the tenancy are sent to Canopy who will conduct the reference checks. Click Finished

Viewing the results of the checks

The results of the reference checks will be stored on the relevant tenancy record.

  1. Click Tenancies on the main toolbar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
    1.  Alternatively, find the tenancy using the Search Tenancies bar in the top right
  3. Click Tenancy on the side menu
  4. Click the Referencing top tab
  5. Previous Checks will be listed, stating the time and date of when the referencing check was Requested, when it was Updated, the name of the Tenant, the Status of the referencing request, and who it was Requested By
    1. A snapshot of this information is also visible within the Recent Activity section on the tenancy Overview, and within the tenancy Timeline

Tenant_Referencing_storing_checks.png

Related articles:

What is the Alto marketplace?

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