Tenant referencing with Lettings in a box

Alto has integrated with Lettings in a box, whose insurance-approved referencing includes some of the most sophisticated fraud-detection functionality, as well as links to payroll, benefits and tax records.

Qualifying landlords can choose from a range of rent guarantee and legal expenses insurance products - covering rental payments of up to £10,000 per month.

The service also provides contents and liability insurance for tenants, as well as deposit replacement insurance.

What are the benefits of using Lettings in a box?

• Speed up referencing - Get a fast and accurate tenant referencing service, powered by state-of-the-art fraud detection functionality
• Landlord insurance - Qualifying landlords can choose from a range of rent guarantee and legal expenses insurance products
• Tenant insurance - The service also provides contents and liability insurance for tenants, as well as deposit replacement insurance
• Earn commission - Commission opportunities on rent guarantee insurance cover of up to £10,000 per month

Setting up the integration

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

1. Click Integrations on the main navigation bar
2. Click the Referencing category
3. Below Lettings in a box, click Tell me more
   1. If you're an existing Lettings in a box customer and want to integrate your account with Alto, click Integrate Lettings in a box. Slide the toggle indicating you have an account and click Integrate, at which point your request will be sent
   2. If you're a new customer wanting to get set up with Lettings in a box, click Register interest. Complete the short form and click Submit. Lettings in a box 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. 

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.

How does the integration work?

Conducting the checks

In Alto, 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
   
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 by selecting Edit Tenancy.
   When you're ready, click Start referencing checks. This will begin the reference check process using the information in the Tenancy Details section
   
5. Ahead of sending the information to Lettings in a box to begin their tenant referencing checks, you can review the tenancy and the tenants.
   
6. If you're happy with the information, click Send reference details
   
7. The details of the tenancy are sent to Lettings in a box 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 in Alto.

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. 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.
   A snapshot of this information is also visible within the Recent Activity section on the tenancy Overview, and within the tenancy Timeline

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