Adding a guarantor to an applicant

If you need to add a guarantor to an applicant or tenant record, you can do so. Once you have, you can easily identify which applicants and tenants have a guarantor recorded on their record.

  1. Click Contacts on the main toolbar
  2. Select the relevant contact (applicant) from Recent & Favourite Contacts
    1. Alternatively, find the contact (applicant) using the Search Contacts bar in the top right
  3. Click Contact on the side menu
  4. Click the Other Addresses top tab
  5. Click Add Contact Address
  6. In the Type dropdown menu, click Tenant Guarantor 
  7. Enter the relevant guarantor contact information (You can either use the Postcode address finder or enter the address manually)
  8. Select their preferred Delivery Method using the tickbox (A valid email address needs to be added to be able to send an email, and a postal address to print and send letters)
  9. Add Notes if required
  10. Click Save

 Note

Alto will only be able to send correspondence to the guarantor where the correct guarantor merge tag has been used in the document template. If you want to be able to send an ad hoc email to the guarantor, we recommend that you set the guarantor up as a separate contact record

On the applicant and tenants Overview, you will be able to easily identify that a guarantor has been recorded on their record by the £ Shield symbol.

applicant_overview.png

 On the Contacts Overview

Tenancy_overview.png

 On the Tenancy Overview

Guarentor.png

When receipting rent through the Property Management Dashboard

Related articles: 

Creating and starting a tenancy

Adding merge codes to a letter template

Was this article helpful?
0 out of 0 found this helpful