Renewing or editing a tenancy

Once a tenancy is active, you can update tenancy details and, where applicable, renew the tenancy agreement.

Following the introduction of the Renters’ Rights Act and Assured Periodic Tenancies (APTs), some tenancy renewal workflows have changed.

For compliant Assured Periodic Tenancies:

• fixed-term renewals are no longer required in the same way
• the Renew Tenancy option may no longer appear
• rent increases are typically managed through the rent review process

For more information, see Renters’ Rights Act: Updates to Alto.

Starting the renewal process

1. Click Tenancies on the main navigation bar
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. If available for the tenancy type, click Renew Tenancy
5. A Tenant Fees Act 2019 warning may appear. To proceed, click Continue
   For more information on Deposit and tenancy fee warning triangles, click here
6. The Renew Tenancy window opens. Within this screen, you can:
   1. update the contract type from the Contract dropdown menu, where applicable
   2. update the tenancy Start Date and First Full Rent Date
   3. amend the Rental Frequency by selecting the new rental frequency from the dropdown menu
   4. update the Rental Amount where applicable. You can edit the Rental Amount by overtyping the amount in the box
   5. click Amend if you want to reduce or increase the deposit amount held, or to change where the deposit is registered
      For more information on Partial deposit refund for an insured deposit scheme, click here
      For more information on Partial deposit refund for a custodial deposit scheme, click here
   6. change the Number of Occupants by typing the relevant number in
   7. add or edit the Occupant Details
7. When you have completed the required changes, click Start Renewal
8. On the Tenancy record, click Progression on the newly created term
9. Check all the information is correct. If needs be, on the right of the screen, you can:
   1. Add notes
   2. Send e-mails
   3. Send SMS (cost)
   4. Amend progression dates and target vacate dates

Managing the tenancy renewal process

There are two places in Alto where you can effectively manage tenancy renewal progression. They are Progressions, or from your Property Management Dashboard Tenancy Renewals screen.

For Progressions:

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click Lettings progressions
3. Within Lettings on the side menu, click Tenancy Renewals
4. Select the tenancy you want to update and click the property address to open up the Tenancy Renewal Progression

For Property Management Dashboard Tenancy Renewals:

1. The screen is accessed from the Property Management Dashboard

Activate the updated tenancy term

1. At the top of the screen, click Actions
2. In the dropdown menu, click Finalise Let
3. A Tenant Fees Act 2019 warning may appear. Review and edit the tenancy accordingly and when you are happy to proceed, click Continue
4. The Finalise Renewal screen appears. Review the tenancy and confirm the linked property and landlord details are correct
5. Click OK to proceed
6. A new recurring rent charge will be created and raised automatically on the relevant rent due date
7. If there are any expired charges, click Expired, click Delete Charge, then click Yes to confirm you want to delete the charge

If you need the rent to be demanded immediately rather than waiting for Alto to automatically raise the charge:

1. Click the tickbox next to the relevant charge
2. Click Raise Selected
3. Click Raise Selected again

The next rent demand will now appear and you can continue to receipt the rent as normal.