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: 

  1. Visiting the Updates Required & Overdue Services page in the Agency Portal;
  2. Visiting the Active Property Management page in the Agency Portal; or
  3. Visiting the Request Service (job order) page


Updates Required & Overdue Services page

Step 1

Click "Action Required" and then "Required Updates & Overdue" from the top menu bar.

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Step 2

Once clicked, navigate to the "Overdue Properties" table. You will see certain 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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Step 3

Click the pencil icon in the "Lease Agreement Dates" column to add a new lease agreement or edit the existing details relevant to a particular property. 

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Once clicked, you will be presented with a pop-up box where you can provide essential lease agreement details.

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

Click the yellow "Save Changes" button to only update the details without informing our team to contact the tenants and arrange the services.


Step 4

Once the changes have been saved inside the popup box, please also click the respective green "Confirm Details" button on the right-hand side of the Overdue Properties table.

 


Active Property Management page

Step 1

Visit the Active Property Management page by clicking the "Portfolio" icon. Once clicked, choose the relevant safety service from the dropdown menu.

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Step 2

View the respective property card by clicking on the property address.

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Step 3

Once inside the property card, locate the "Tenancy Details" table and click the "Edit details" button located on the top right-hand side corner.

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Step 4

You will then be presented with a pop-up box where you can provide new or update existing lease agreement details. Click the "Add Occupant" button to add a new tenant to a property.

 

Request Service page

You can also update the existing or add a new lease agreement when requesting an Inter Tenancy Request. To edit the lease agreement details, simply click the pencil icon. 

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