Taking over from a property manager

You can bring a tenancy that's already running into Leasii, including one an agent manages now.

Add the existing tenancy

1. Open the property and choose Open the tenancy, then Add an existing tenancy.
2. If you like, upload the signed lease and choose Read my lease. Leasii fills in what it can; check every detail, as you're responsible for what you confirm.
3. Fill in the lease, rent (including the date rent is paid to, from the agent's ledger), the bond, the tenants and any ingoing condition report.
4. Under Leaving an agent?, tick that an agent manages it now and add the agency's details and the date your agreement with them ends.
5. Confirm the details match the signed lease, then choose Add tenancy.

Your takeover checklist

The tenancy page then has a checklist of what to collect from the agency: keys and remotes, the lease and condition reports, the rent ledger, the bond number, compliance records, tenant contacts and open repairs. Tasks remind you to set up rent, invite the tenants and record the bond.

Tell your tenants

• Add your rent account under Money. A new account waits 3 days before it's used, and everyone on your team is alerted, to stop fraud.
• Give your tenants written notice of the change, from Notices: Notice of change of landlord's details. Leasii adds your rent account and their payment reference.
• Invite them to Leasii from the tenancy's Tenants section, so they can see how to pay, report repairs and message you.