How to update or add new lease agreement details in the Agency Portal

Detector Inspector agency clients can update or add new lease agreement details in the Agency Portal by visiting one of the following pages.

Pro tip:

If you use API integration the property details are updated from your management software. If the details are incorrect, please update the property in your management software to ensure the changes are permanently saved.

Updates Required & Overdue Services page
  1. From the Action Required menu, click Required Updates & Overdue.

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  2. Navigate to the Overdue properties table. You will see properties that require lease agreement details to be checked and updated.

    Note: The grey information box provides additional information on different colours used throughout the Overdue Properties table.

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  3. Click the Pencil button next to the lease agreement dates area to edit or add the lease agreement and tenant details.

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  4. Make the required changes to the Active Lease Agreement.

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  5. Click Add Occupant to add a new tenant to the property.
  6. Once the changes have been made:

    Click the Save and Update Status button to update the details and inform our team to contact the tenants and arrange the services.

    Click the Save Changes button to update the details without informing our team to contact the tenant and arrange services.

  7. Click Confirm Details on the right-hand side of the Overdue Properties table once the details are correct.
Active Property Management page
  1. From the Portfolio menu choose the relevant safety service.

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  2. Find the property and click the address in the Property address column.

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  3. In the Tenancy Details section, click Edit details to edit the existing lease agreement or occupant details or Add tenancy to add a new lease agreement or occupant details.

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  4. Make the required changes to the Active Lease Agreement.

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  5. Click Add Occupant to add a new tenant to the property.

  6. Once the changes have been made:

    Click Save and Update Status to update the details and inform our team to contact the tenants and arrange the services.

    Click Save Changes to update the details without informing our team to contact the tenant and arrange services.

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