Lettings Finance Info Request
This document is designed to assist us in acquiring the information needed for your configuration. This will ensure that your lettings financials are set up correctly from the start. By not correctly configuring the financials, you may charge VAT even if you’re not VAT registered, not have an accurate opening bank balanceas well as potentially finding discrepancies between your actual bank account and what’s on Expert Agent, too late.
Investing the time initially is key to ensure that you can confidently start using the finances so we’d be grateful if you could provide us with as much information as possible. One of the financial specialists will review your document before contacting you.
Your
Name
Your
Company Name
Expert Agent User Name
This is so that we can quickly look you up in our database. Don't give us or anyone else your password
Email
Best Phone Number for you
Are you a super-user on your account?
you'll need to be a super user or enlist ones to sit in on the review call
Yes
No
What software do you use at present?
Are you VAT Registered?
Yes
No
Do You offer Guaranteed Rent to Landlords?
Yes
No
Do any of your landlords have multiple properties?
Yes
No
Do you make a mark up and, if so, how do you make a mark-up on contractor invoices?
Uplifts
Commissions
Both
Neither
Neither but would like to
How do you charge your Management Fees?
A Percentage of Rent
Fixed Fees
Both
Do you get involved in Student Lets or HMOs?
Student Lets Only
HMOs Only
Both
Neither
If you have existing tenancies, do you want us to help you to post opening tenancy and bank balances?
If yes, please can you ensure that you have a couple of your tenancies handy so that we may run through this with you.
Yes
No
Do you use a custodial or insurance based deposit scheme?
this used to be easy - DPS or TDS? - now both offer both services
We use a Custodial Scheme
We use an insurance based scheme
we use both
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