Manage Rental Mandate Details

1. Click Admin on the Main Menu.

2. Click on Customer Files.

3. Select Rental on the menu heading.

4. Click on the File Name to open the file.

5. Customer File will open. Click on Mandate on the file tab ribbon bar.

6. Mandate tab screen will open.

7. To edit the details, click on Edit button.

8. The mandate is split into six (6) sections:

9. To confirm changes, click Save Changes button.

Overview of Mandate details sections

Select Administration Type (mandatory), choose between:

Managed: select if a recurring tenant statement needs to be generated and distributed.
Non-managed: select if the property is not required to be managed on a recurring basis (e.g., Once off lease or Placement only mandate)

All other fields are optional.

All fields in this section are optional. This section is to keep track of listing requirements and/or landlord rental requirements.

This section is to keep track of rental commission value and agent structure (optional). (see How to manage Commission & Fee Splits)

Optional: Load the Total Commission value (i.e., monthly commission for managed OR once-off commission for non-managed) and select between percentage base or fixed rate.
For the Total Commission Amount to populate, fill in the Rental Amount (under the Lease Tab section).
Additional fees will be loaded under the landlord expenses as separate entries (e.g., once-off placement or finder's fee).

Optional: Add the Agent/s to file. Click Add Income Account, select from the Agents from the list. If required, repeat step to add multiple agents to the file.

Optional: To load or edit splits, click on the edit () button next to the agent/income account and adjust the percentage or fixed rate. Click save () button to set split. Repeat as required.

All fields in this section are optional. This section is to keep track of maintenance and inspection requirements.

Enable the Maintenance details: Tick the Agency is responsible for Maintenance field, then set the Maintenance Requires authorisation and Maintenance authorisation Amount. these details will appear on the maintenance record on the file.
Inspection details: select the Inspection Frequency and First Inspection Date

All fields in this section are optional. This section is to keep track of additional requests made by the landlord.

All fields in this section are optional. This section is to keep track of mandate cancellations requests made by the landlord and/or agency.

Enable the Cancellation details: Tick the Mandate Cancelled field, then set the Cancellation Date and type in a cancellation reason.

Additional Articles:

How to manage Vacating Tenants