User Guide - OnBoard Pro
Contents
1. OnBoardPro Te E WORK SMARTER NOT HARDER ys gt T KSM Mia ET es ZZ ZSZ WRZE Ran a n PN 2 p a K m E 15 7 dns LULU O a CU e SB TON C P Spor ie hay T DW a i m am gt gt __ DA JE l z P i l Nz KD USER GUIDE version 1 2 What is OnBoard Pro Browser Internet Connection Seting up OnBoard Pro Signing up Select your Plan Logging In Adding Users to a Branch Using OnBoard Pro Create a Landlord Edit a Landlord Create a Property Edit a Property 65 Adding your Agreement Create an Agreement Preview your Agreement Create a Tenant New Tenant Pre Registered Tenant Applications Contents Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page SR RR SS SR e Sd aa RW WM L O Select Main Tenant Joint Tenant s Final Details Application Fee Credit Check Credit Check Results Review Signing the Agreement Tenant s Point of View Guarantor amp Witness Process Landlords Signature Meter Readings Property Inventory Rooms Room Items Images Application Deposit Application Details Outstanding Tasks Useful Documents Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page2. Gardens Marlon Wong Details Showing 1 to 2 of 2 entries Previous 1 Next To change the details find the property you wish to edit from the list and select the Details button to view the property details page OnBoard Pro User Guide Detaile Key Current Address 188b Heaton Road Rent w Nawczst a Upon Tyne Deposit Ka NEG SHP Furnished Taa f a Landlord Details Allow Pets Wes 5 Matlon Wang Available From ah Phone 00000 Email Address onbosrdpra mwong gmail com You can now select the Edit button to change the details The green Property Inventory button can also be selected to view an existing inventory for the property Now that we have learned how to add a landlord and their properties you can start to create an application using our default Assured Shorthold Tenancy agreement If you are using our default documents just skip ahead to the applications section In the next chapter we will cover how to create your own documents within OnBoard Pro A OnBoardPro Adding your Agreement OnBoard Pro comes with an Assured Shorthold Tenancy AST agreement that has been checked and verified by a top 100 law firm but you can also upload your own documents as we ll explain in this chapter Create an Agreement To create your own Agreement you can select Agreements and then Create from the sidebar Throughout this section we ll refer to Tags Tags are used to identify
3. O and then selecting the Confirm button Q If you have more than one tenant you will be asked to confirm the address of all tne other tenants Incorrrect Address If the address is not correct it can be corrected by selecting the Cancel button Q and then the Edit Tenant Details button This will take you to the data input forms so that you can correct the tenants address If you would like to return to the Application you can do so by selecting the Back to application button OnBoard Pro User Guide 33 Credit Check Results Once the address of each tenant is confirmed you will be shown the results of the credit check The OnBoard Pro credit checking facility is primarily powered by Equifax In addition to this score we use several other metrics such as affordability CCJs etc to provide a grade which can be used to predict the prospective tenant s future behaviour Credit Check Complete i Landlord i Employment i You have been rated as a C grade risk for tenancy This category represents a medium level of risk to a landlord Your result means that you represent a medium risk and that your score ranks higher than 61 of applicants This category of pass requires an employers reference to confirm your employment status and income and also a previous landlord or independent reference to confirm your tenant history You will see a Grade given on a scale of A to F as well as recommendations based upon t
4. Pro User Guide Multiple Tenants Use these fields to modify the amount a tenant is paying A gt Brittany Wright _ 1800 Modify Amount H Sarah Wren To do this select the tenant that is to make a payment lt 1 and then select the modify amount button lt 2 Enter the amount that you would like this tenant to pay and select Finish Updating Manual payment fi Secure Card Payment Payment has been collected Make a secure online payment in seconds Payment Method Cash You can now select the payment method and take the payment as normal When done you will see a log of this payment appear 4 OnBoardPro You can now select the next tenant and repeat the process until the full amount has been paid Application Details When the application has been completed you will be taken to the application summary page where you can see the details of the application check any parts that need to be completed or download the details pack Outstanding tasks If there are any parts of the application still outstanding you will be able to see this in the tasks list Here you can see a breakdown of each part of the application that you can click on for further details Document successfully Generated 09 04 2015 09 44 14 Signing Status Brittany Wright Completed 09 04 2015 Sarah Wren Completed 09 04 2015 ee ee Awaiting signature OnBoard Pro User Guide In this example we can see tha
5. completed Your Unique Tenant Code d75885e8 Please keep a copy of this for your records To activate your account please login If you have any problems or queries please contact our support team on 08452 26 26 06 or email Supper Wonboardpro co uk Kind regards The OnBoard Pro Support Team OnBoard Pro User Guide 2 The tenant clicks the login link and creates a password for the first time Create a password _ User password needed To login to the OnBoardPro system you will need to create a password please do so now Password Password Confirm Password Confirm Password Create Password 3 They will then be directed to the login page to enter their full e mail address and password ag OnBoardPro onbcardpro ep gmail com Password reverend Forgot your password Email 4 OnBoardPro 4 Once logged in they will access their own tenant dashboard This will present them with any applications they have made and any outstanding actions such as the Signing the Agreement as shown below Educate your tenants and remind them to store their e mail address and password Should they choose to sign the agreement via e mail they will need this 21 Springweil Rand DHI 418 SS Rok Devs Process Salus Aelion Requirad Biedronia 1 Fee Payment La NA Fumashed Ne Cree Agreement NA Etats Nap hw mres bona N OOOO orm I Estate Agent Address Fiverside House Goxiccest Way NETS ONY Meter P
6. the application This is a chance to verify that all details are correct before an Agreement is generated Once an Agreement is generated the details on the application cannot be changed OnBoard Pro User Guide Important tenancy details 99 Tenant s Details amp Application Details Pravew Brittany Wright Agreement Type gern ies a Deposit Scheme Tenancy Deposit Protection Insurance Scheme ore Landlord s Details Rent 900 46 Jarnah Baray pi Deposit 900 Landlord Address 50 Boundary Lane Congleton CW12 3JA Rental Period 12 months Landlord Email onboardprotjannah gmail com Rent Due Date 22nd day of every month Branch Address OnBoard Pro Riverside House Newcastle upon Move In Date 22 04 2015 Tyne NE15 8NY HO LY The Preview button allows you to preview the Agreement that will be generated with the tenants names and property filled in This gives you the chance to make any changes before the Agreement is finalised The Edit button allows you to edit the application details these include The Agreement document This allows you to use any of the documents from ote OCE list Deposit Scheme Allows you to change the type of Deposit Protection Rent Amount Deposit amount Rental Period Rent due date Move in date Tenant details can be edited by selecting the tenants name from this list and selecting the Edit Details page The Landlord section displays all of t
7. Page Page Page Page S S 9 WE RRR E E SR WS S NR BG OnBoard Pro User Guide 1 What is OnBoard Pro OnBoard Pro is a cloud based application so you don t need to install any software to use it all you need is an internet connection and an internet browser OnBoard Pro is designed to help letting agents and landlords rent their properties From the moment you find a tenant to handing over the keys OnBoard Pro is designed to make the process as efficient and easy as possible This guide includes all the information you need to work with OnBoard Pro and make full use of all it has to offer You can use OnBoard Pro with any desktop laptop or tablet but it is advised that your device has a screen of 9 7 inches or larger as smaller devices can not function correctly Browser You can use all internet browsers for example Internet Explorer Firefox Safari and Opera but we recommend Google Chrome for the best experience It can be downloaded via their website www google com chrome Its also recommended that you use the most up to date version of the browser that you choose Internet Connection OnBoard Pro requires a constant and stable internet connection to function However our mobile App for Android and iOS tablets allows you to take property inventories and meter readings on the go without an internet connection A OnBoardPro 2 Setting up OnBoard Pro Signing Up In this section we will guide you through signing
8. S Him 2 f eo Document Title Here you can enter the name of the document Make this as clear as possible e g Agreement Managed Property Editor This is where you can enter the main body of text for the document Mandatory Tags These are the mandatory tags that every Agreement needs to have You can enter tags for up to four tenants if there are less than four during a live application the system will just ignore the unused tags 3 lt lt W Optional Tags These are extra tags that you may want to include in your Agreement arranged in groups to make them easier to find If you already have an Agreement in a Word document you may want to copy and paste this rather than type it out again To do so you can use the Paste from Word function at OnBoardPro Preview your Agreement Once you have created an Agreement select Save Now you can preview your new document by selecting the Preview button This will download a PDF of the Agreement with some sample data If there are any errors just go back to the editor and modify the document then click save again Create a Tenant Once you have added the landlords and properties to OnBoard Pro you are ready to Start creating applications At this stage you can start to add details for prospective tenants which can be created within OnBoard Pro in a number of ways New Tenant Create a new tenant at any time by selecting Tenants a
9. an change how they are viewed by changing the entries shown option OnBoard Pro User Guide 15 You can also wish to search for a landlord by using the search box Simply start typing the first name surname email address or telephone number and the list will be filtered to show the matching results of your query To edit a landlord select the blue Manage button next to their name This will display the landlord details page Landlord Address Clayton Park Sane AI eweland Gorden feawcastia Upon Tyrin sz kltntnste Woon Tyne 1246 Heaton Road Neweasiie Upon Tyne PETES NIES SDH Landtord Details Z Walk Yoong Ee Phone MAO ty Emad larpra maor Z Umar cor Detauit Pet Deposit 250 On this page you can see how many properties are assigned to them their personal address and other details To change these details you can select the blue Modify button to the right hand side 4 OnBoardPro Create a Property Later we ll explain how you can import your existing portfolio from a number of industry leading portals First we will explain how a property can be added manually Adding a property is very similar to adding a Landlord Select the Properties option from the sidebar and then select Create You will now see the form below where you can enter the post code for the property and select the Find my Address button to search for it Alternatively you can enter the address manually Informa
10. and ihien by the lersni s and wes wriwas a poa cia MerxDord Gueck ard arah nli sani lo Uwe lianioru pr vious Werdiond ta queck and perl nalu hy osioissa the AST 10 your spenticaton EZE Ni t Meter Readings T Inventory An ai ormat mele raackg and cara wr indusiry aading swanirry Ranson EM HT YY 1 hepa ee of quaranto jor sach wowii AST is gned there and han Dy the tianart are see bo thee usxdioru with Ihe ady to OnBoardPro iL Use your mouse to click the Select button under your selected plan to continue with sign up Once selected you will see the form below which will ask for a number of details User Details Branch Details Optional Details aE Please enter the details for your account You will log in to OnBoard and perform applications using these details First Name Last Name First Name g Last Name Email Address Confirm Email Address Email Address i e ownerQ estateagent com Confirm Email Address i e owner estateagent com Password Confirm Password Password Confirm Password D Under the user details tab you will be asked to setup your branch manager account you will need to provide the name email address and password of the branch manager that looks after the branch Once filled out select to continue to the branch details page OnBoard Pro User Guide 5 User Details Branch Details Optional Details aE Please enter the details for your branch These details are mainly f
11. be asked to provide their initials for these Once all parts have been selected the tenant can confirm this by selecting the Confirm Signing button Subject Signature Request on Tenancy Agreement 4 OnBoardPro 100 w 4 Download SY Print More v a DE 47 Sarah Wren 10 09 1958 03 04 2015 All required fields complete You will have an opportunity to save your copy on the next screen Click Confirm Signing when you are ready Signed by for and on behalf of the Landlord English UK Terms Of Use Support Feedback Intellectual Property Privacy Policy This process will then be repeated for the next tenant until all present tenants have signed the document 4 OnBoardPro Signing the Agreement Tenant s Point of View Are your applications slowing down at the Agreement stage If so please read below to understand how to get your Agreement signed by the tenant 1 When your tenants sign up they will receive an activation e mail from OnBoard Pro tell your tenants this so they know what to expect A OnBoardPro Your unique tenant code Dear Fiona Smith Excellent news Thank you for registering your details with OnBoard Pro please log inta your accout to view any current or future applications To activate your account find below a link and your unique tenant code This allows you to see what is outstanding on your application view and sign the tenancy agreement and view the inventory when it is
12. ction must be completed in person by the applicant I consent to OnBoard Pro conducting a full UK credit search Enter your initials to digitally confirm your consent Please enter your initials SW No Yes lt lt D y Conduct Credit Check For each tenant you will see a section similar to the above in order to consent the tenant must select Yes at the consent question and then enter their initials in uppercase Q e g John Doe would enter JD into the box o Once all tenants have consented to a credit check select the Conduct Credit Check button The tenants will now be asked to confirm their current address which is used to find them on the electoral roll 4 OnBoardPro Confiimation of Address Brittany Wright Signing up to OnBoard Pro couldn t be easier Get started by telling us what type of account you would like to create We nasd to costam iha addrasa for B ttary Wright His rmoartani fhai thea addres you have enimad na your coment address ia axncijy matched io an address held by the cr di reference agence gt contract ro Piense cliok or achiresa jo confer A ia reni a f 25 Southampton Street id Town SN2 2YZ A Are you a Tenant Are you an Agent Are you a Landlord Click here to sign up and pre register Clic if you are a professional letting agent Click here if you own or manage your own properties 6 Correct Address If the address is correct then you can confirm this by selecting the
13. d a Room button to view the Add a Room form RR a Room X Room Condition Very Poor condition Y Room Name Room Name Description Description 646 Add Room Here you can enter the details of the new room T gt Select the Room condition from the list 2 gt Enter the Room name G gt Enter a description of the room If you have made an error adding a room you can delete it by selecting Delete Room and then creating it again via the Add a room button A OnBoardPro Room Items w Add a Room Once all the rooms have been added you can start adding items in the various rooms To add an item to a room select Add Item next to the room you wish to add the item to OnBoard Pro User Guide 65 Adding a room item is very similar to adding a room Select the condition of the item enter a name and then a description of the item and its condition To view the full room and item description select the View button next to the room you wish to view Images One of the most important parts of the inventory of a property are the images With OnBoard Pro each image is marked with the time and date it was taken as well as the application it was uploaded to Image Upload ka Title Image Title Description Image Description File Choose file No file chosen Reset Add 4 OnBoardPro To upload an image select Choose File This opens the file browser to your computer or device wh
14. e for 4 applicants On this form you are asked for optional details Stripe Account Stripe is an integrated service within OnBoard Pro which can be used to take online card payments you can find out more about Stripe at this URL https stripe com gb If you have a Stripe account already you can untick this option to enter your Stripe key Default application fees to save time when processing applications you can setup your default application fees here These can be changed later during an application if you wish OnBoard Pro User Guide 7 Once you ve completed these fields click on the green Submit button to finish the sign up You will now receive an email confirming that your signup has been successful If you have requested a Stripe account you ll get an additional email with details of this account shortly Your account is now ready to be activated Our Support Team will check your details and make sure we have everything we need to provision your account This can take up to one working day 4 OnBoardPro Logging In Once your account has been activated by our support team you can log in using the email address and password that you provided when you signed up To log in to OnBoard Pro go to https app onboardpro co uk login OnBoardPro Email Email Password Password 3 Enter your email address and password as provided when you signed up earlier If you forget your credentials at any t
15. ere you can select the image With a file selected enter an image title and description Once these details are added select Add to upload the image To view a larger view of the images click on the image in the Property Images panel you can also select the Delete Image button to remove it Garden Bedroom 3 Delete Images Delete Image OnBoard Pro User Guide 57 Each image is given a time stamp that identifies the time it was taken or when the image is uploaded if this is Unavailable The code is in the following format OBP Application ID Date Time Random Number 4 OnBoardPro Application Deposit The final part of the application is the deposit and first month s rent payment Property Payments Before continuing any further please onsure that the outstanding lers ano pad Fee breakdown Deposit 900 First month s rent 500 Total 1600 Muliipie Tenants Usa ihuwa hakdu tg recy ihe mmol u anani pay k Botany Wright 1800 Manual payment B Secure Gard Payment Payrneni lura b r collection Make n semi rlire paymant m secre a pa Payment Method Cash T You will see a breakdown of the final payment This will usually include the deposit first month s rent and a pet deposit if the tenant has any pets recorded Multiple Part Payments If you have more than one tenant moving into the property you can split the final payments between them if they so desire OnBoard
16. etails After all the tenants have been added and the property selected you will be prompted to select the Move in date Rent payment date and the Rental period Move in Date The move in date must be after the Available from date of the property 1 Select the move in date wy AIN date To select the date click on the move in box to reveal a calendar selection select tne month and the year in the top boxes and then select the date the tenant is due to move in Payment Date The payment date is of the month the rent is due to be taken When the move in date is selected this will automatically be set to the date the tenant moves in M on BoardPro Select the payment date Please Selecty Y ease Selec a s If you wish to change this date then you can do so by selecting the drop down box and then selecting the appropriate date You can only select a payment date between the 1st and 28th of each month but there is also an option to choose the last day of the month Rental Period The rental period is the fixed term of the agreement and can be between 2 and 36 months bol Select the rental period 6 months Q You can choose the default periods using the selection buttons o If you would like to increase or decrease the number of months you can do so by selecting the and buttons respectively OnBoard Pro User Guide Application Fee It is at this stage of the application that
17. gged in e mail supportQonboardpro co uk Landlords Signature After the tenants have signed the Agreement it will be sent to the Landlord via email Via the same process as the tenant signature capture the landlord will be asked to review the document and sign it Meter Readings The next stage of the application process is to take meter readings for the utilities in the property and provide the details of the local authority OnBoard Pro User Guide Gas Reading A Gas Company Please select your gas provider Please Select Please input your meter reading 0 To submit the Gas Reading first select the gas provider in the upper selection box then type in the meter readings as displayed on the meter Water Reading Water Company Please select your water provider Please Select Please input your meter reading 0 E Water Readings can be submitted by selecting the water provider in the upper selection box and then entering the reading in the lower box as it appears on the meter If the property doesn t use a meter just leave this field empty nBoardPro PE onBoardPro Electricity Reading ly L Electricity Company Please select your electricity provider Please Select Please input your meter reading 0 E The Electricity Reading also allows for additional readings to be submitted to accommodate properties that have day night readings or on and off peak readings To add additional readi
18. he details of the landlord for the current property Selecting the Edit button will take you to M on BoardPro the landlord s page to allow any details to be updated Additional Clauses S Add addnional clauses to the tenancy agreement The Tenant covenants with the Landiord that haehae nhall Guarantor Details Some of your tenants are still waiting on finalizing the guarantor process This may be because the tenancy agreement has lo be signed by the guarantors tenant before the guarantor can sign their deed of guarantor 26 Guarantors z Tenant Guarantor L Go Brittany Wright Beverley Sanderson x Sarah Wren None Add Guarantor Now Q If you would like to add any additional clauses to the Agreement you can do so here Selecting the Add Clause button will display a window to enter a single line additional clause that will be added to an appendix document with the Agreement 2 This Guarantors section displays the status of any guarantors requested also allowing any additional ones to be added if desired I confirm the details are correct box and then select Confirm and generate Agreement Once all details have been checked and confirmed as correct select the OnBoard Pro User Guide Signing the Agreement After all details are checked the Agreement is generated and signed by all required parties The first screen you will asks if the tenants are available to sign the Agreement in person Confi
19. he grade The following are the recommendations of each grade given A Excellent score no additional conditions no requirement for guarantor B Good score no additional conditions no requirement for guarantor C Above average score no additional conditions no requirement for guarantor D Below average score increase of deposit x 2 guarantor may be required E Poor score increase of deposit x 6 guarantor recommended F Fail we recommend not to grant a tenancy for this applicant unless using guarantor Note These grades are a recommendation only you can still continue with the application if you wish even if a poor grade is given M on BoardPro Tenant Grade As well as the overall grade you can see each tenant s individual grade To view this select the individual tenant s name where it says Click here for more details Click here tor mare detalls Brittany Wright A Electoral Fall You are registered on the Electoral Adl Credit Score Your credit sre wesa aaiye tector m DE Racers No GG recarda are recorded parai you Asal Tanant Histcry Ha adverse AealTenanibestory information wae fowl Fraud Checks Ma suas CIF AS or indueary hatg data ie recordad againat yav AHpreiaksehy Your rent atordability score blow Here you will see the Grade given to this tenant only again from A to F You will also see a series of Traffic lights that indicate the score of the various sections
20. hrough your properties and display the matching results If you are unable to find the property then it will not have been added You can return to the dashboard via the option to the left and select Properties and Create to create it Q Once you have selected your main tenant and Property select the Next button to continue with the application OnBoard Pro User Guide Joint Tenant s If you have more than one tenant moving into the property you can add additional tenants at this stage WELODME New tanani Existing tenant Pre registered tenant Select the blue Add button to add a joint tenant Again you will be given 3 options New Tenant takes you to the New Tenant form allowing you to add a tenant to your tenant list 2 Existing tenant gives you the option to select a tenant from your tenant list W Pre registered tenant gives you the option to add a tenant from their ID code A OnBoardPro When you have added a joint tenant you will see a brief summary of the tenant as shown below AJ 0 DOD 10 09 1958 Annual income 8000 GCJs 1 Employment status Unemployed If you would like to remove the joint tenant select the cross in the corner of this Summary to remove them To add additional joint tenants you can repeat the process above You can add three joint tenants to make a maximum of four tenants on the application OnBoard Pro User Guide 27 Fine D
21. ime you can use the Forgot your password option to arrange for your password to be reset Once you re logged in you will see your dashboard OnBoard Pro User Guide 9 la OnBoard Pro Dashboard Suni LH Tata Aulnay Welcome to the OnBoard Pro Agent dashboard The filet thing you re pore to have todo before processing applicahone is create a landlord to associate properties wath Click the buten below fo proceed oF yol can access M using the manu at the side Landlords gt Creare The next section is completed in your browser just follow the online guide which will Show you how to set up your landlords and properties to get started 4 OnBoardPro Adding Users to a Branch Once your account is setup you can add additional user s to your branch to allow other agents to create an application To add other users go to the branch details page by selecting Branches from the left hand navigation menu then select View Show 10 Y entries Search Branch Name Email Phone Plan Martins Lettings pauld h mlettings gmail com 000000000 Pro Showing 1 to 1 of 1 entries Previous 1 Next You will be presented with a list of all the branches you can manage Select the Manage button next to the branch you would like to add users to OnBoard Pro User Guide AD INTA 9 Plan OnBoard Pro Tom Martins Branch Address Riverside House Goldcrest Way Neweaatle Upon Tyne Tyne and Wear NE15 8NY Cust
22. lord before creating their property Create a Landlord To start select Landlord from the navigation menu on the left hand side of your screen and then Create You will now see the below form appear First Name Last Name First Name Last Name Email Address Phone Number Email Address Phone Number Default pet deposit Default amount for a pet deposit for this landlord A OnBoardPro Enter the personal address for the Landlord either by typing in the details or by entering the post code and selecting the Find my address button Once all details are entered select the green Save Landlord button Your first landlord has now been created and is ready to be associated with a property If you have more landlords we would advise you to repeat the above steps to create these as well so they are ready for when you add the properties Edit a Landlord If you would like to edit any details on a landlord you can do so at any time by viewing them from your Landlord List To view a list of your landlords select Landlords from the left hand menu and then select View Show 10 entries Search Name Z Email Z Phone Z Marlon Wong onboardpro mwong gmail com 00000000 Wam Thomas Cook pauld h tcook gmail com 05164641 wees Showing 1 to 2 of 2 entries Previous l Next In the above example there are only 2 landlords but you can have as many as you like To view more landlords you c
23. nd then Create in the sidebar This will allow you to enter details of the tenant and their references Pre Registered Tenant OnBoard Pro allows tenants to pre register their details They will receive an ID Code that you can enter into OnBoard Pro to add all the information for you OnBoard Pro User Guide 23 Create a Property Once you have the landlords properties and tenants in place you can create a new application To start a new application select Applications and then Create from the sidebar Select Main Tenant and Property The first part of the application process is selecting the lead tenant You will see 3 options available WELCOME You will be asked to fill out the details of a new tenant to add them to your tenant list can enter the name of the tenant to perform a search for them in a A You will be asked to select a tenant already on your tenant list You your tenant list Se Enter the code for a tenant that has already signed up via the OnBoard Pro site A OnBoardPro select Property select a POW o6lect a property 10 Apollo Tower 41 Marigold Crescent f Hackworth Close 8 Birchwood Gardens B Upcott Mead Road 82 Moorfield Avenue You will also be asked to select the property that the tenant is to move into This will be selected from your properties list Similar to the tenant selection you can type in the property address and it will search t
24. ngs you can select the Add button Include Additional Electricity Readings If you require additional readings such as day and night readings please enter them below Additional Reading One Description Reading Additional Reading Two Description Reading OnBoard Pro User Guide The above window allows the additional readings to be submitted Simply type a description into the upper box and then enter the reading as displayed on the meter in the box below Once done select Save Local Authority 2 HH Local Authority Please select your local authority select an Option Move in date 30 04 2016 Select the local authority from the list provided or start typing the name of the local authority to search for them in the list Once all readings are entered and the local authority selected click Confirm Submission 4 OnBoardPro lf Gas reading successfully lf Electricity reading successfully submitted submitted S Water reading successfully S Local Authority details successfully submitted submitted You will receive confirmation of the readings being successfully submitted to continue select Next Property Inventory The inventory section is made up of Rooms Room Items and Images Rooms Rooms and Items No rooms added Add a room to begin OnBoard Pro User Guide 53 To begin the inventory you will first need to add the rooms of the property To do this select the Ad
25. o use the guarantor for this application you can select the Request Deed button 3 this will send an email to the guarantor requesting that they sign the guarantor deed This will prompt an email to the guarantor containing a link to their Guarantor Hub see below Hi Beverley Welcome to the OnBoard Pro Guarantor process This step by step online process will generate a legal deed of guarantor for Brittany Wright This process involves a credit check to establish your ability to uphold the agreement A witness will be required near the end of the process to complete the deed of guarantor On selecting Begin the guarantor is asked to confirm the details that have been entered OnBoard Pro User Guide GD Tithe th First Nome Lust Name Belay Sandeman Piene Number Email Addresa 7 Date of Birth Occrupa cn Income Accessible Savings a a Gamh of Youn property usni your Posfbath Popje toki Em vat papery dalsi aly Property Humber Hama Address Line i fs Addreaa Line 2 City Addriza LA T lt i IArokiry Bav County Postesds wen O a Once these details are confirmed as correct the guarantor will be asked to perform a credit check You have paseed the alfordabibty check and credit check Plnaze proceed to ihe deed signing 4 OnBoardPro Review Upon passing this Credit Check they will be asked to sign the guarantor deed via DocuSign The next stage is a final review of
26. oeachngs a NA Frootrty Inirent ry M HA Deposit Paid Gg MA 5 After clicking on Requires your Signature they will be presented with the Agreement via DocuSign as shown below Request for Signature OnBoard Pra OnBoard Pro Documents ip Tenancy Agreement Aennew Document OnBoard Pro User Guide 6 After signing the document electronically they will be presented with a completion message and notified that the Agreement has been sent to the landlord Your tenancy agreement has been completed and sent to your landlord for revision 4 gt 7 If they have lost the e mail don t worry just guide them to the same login page that you the agent access https app onboardpro co uk login using their email address and password Once logged in they can view the Agreement and sign 4 OnBoardPro OnBoard Pro Tips Tell your tenants that they will receive an e mail from OnBoard Pro even check spam junk depending on security settings Tell them as part of the application process they need to activate their own account Although they will receive an email to say an Agreement is waiting to be signed tell them the Agreement is awaiting signature and is stored in their own dashboard to view and sign Educate your tenants that electronic signatures are secure refer them to the DocuSign website for re assurance Remember if the tenant decides to sign via e mail they need to access their own dashboard If tenant s cannot get lo
27. om Tenancy Agreements View Branch Options Branch Options Fee 1 100 Fee 2 200 Fee 3 300 i L Fee 4 2400 Here you can see the details of the branch as well as a list of users currently added to it To add more users select the blue Add User button U ad OnBoardPro Add a User to the Branch x First Name First Name E Last Name Last Name Email Password Password Confirm Password 3 Confirm Password User Role Please Select v A You will be presented with a list of all the branches you can manage Select the Manage button next to the branch you would like to add users to Enter the Users first and last names Enter the email address of the User Enter a password for the User this can be changed by the user when they log in Select the User s role Branch Manager Able to manage the branch details as well as create applications or Agents Able to create applications but has no access to change branch details DDD OnBoard Pro User Guide 13 Using OnBoard Pro So far we have learned how to sign up to OnBoard Pro setup a branch and add users to that branch Were now ready to start using OnBoard Pro To begin we will guide you through setting up your landlords and their properties First you will need to add your landlords since they are required when a property is added It s important that you create the land
28. on the credit check In the example above this tenant has a low Affordability score for this property This would indicate the tenant may not be able to keep up with rent payments OnBoard Pro User Guide 35 You can also download these details via a PDFfile to be stored with other paperwork in the tenants file Affordability OnBoard Pro divides Gross Annual Salary by Annual Rent A green light indicates a ratio above 2 5 Ared traffic light indicates a ratio below 1 7 Credit Check OnBoard Pro uses the Equifax non insight scoring product with a scale of 0 500 A green light indicates a score above 320 Ared light indicates a score below 202 Guarantors In cases where the tenant receives a low score you may want to request a Guarantor to be used to lower the risk This can be done by clicking on the Guarantors bar below the credit score Guarantors Tenant Grade Guarantor Actions Brittany Wright B Beverley Sanderson 9 Sarah Wren D None Add Guarantor Here you can see tenants listed on the application their grade and if they have a Guarantor added to their profile If you would like to add a guarantor you can do so by selecting one of the two options zd OnBoardPro 1 Request Guarantor will send an email to the tenant to request a guarantor This would be used if the tenant is not present 2 Add Guarantor This option opens a form for you to add the guarantor details yourself If you would like t
29. or display and contact purposes The branch email address will receive notifications when certain events occur in the system Branch Name Branch Name Branch Email Address Branch Phone Number Branch Email 2 Branch Phone Number Please enter the postcode of the branch s office and click Find my Address Postcode Lookup Find my Address Or enter the address manually Property Number Address Line 1 Property Number Address Line 1 Address Line 2 County Address Line 2 County City Postcode Town City Postcode Branch Name This will be the main name for your branch Branch Phone Number This is the main phone number for your branch office Branch Email Address This email is used to send notifications and is normally a shared inbox e g info estateagent com Once entered click on to move to the optional details tab 4 OnBoardPro User Details Branch Details Optional Details aE If you do not have a Stripe account we will set one up for you Stripe can be used to process fees and payments from your tenants My estate agency does not have a Stripe account W You can optionally choose to set default fees per the number of tenants here to save you time when carrying out applications Set default application fees for the branch Fee for 1 applicant Fee for 2 applicants Fee for 1 applicant Feefor 2 applicants Fee for 3 applicants Fee for 4 applicants Fee for 3 applicants E Fe
30. pieces of information that will populate your completed documents you can think of them as a placeholder For example if you enter a tag labelled Landlord Name the system will fill in the chosen Landlord s name during the application OnBoard Pro uses a service called DocuSign to take electronic signatures during an application Using electronic signatures helps to make the process quicker and more flexible You can find out more about electronic signatures here https www docusign co uk how it works electronic signature The mandatory tags we include are the ones which are mandated by DocuSign They make sure that every contributor to the AST has signed the document OnBoard Pro User Guide Q1 How ta wee the custom AST creator x CD hia page vol oie able ierasta You Gi bratmi agreamem d camendz 8 vou will p EM copy Git someting w mant fram Wired ent paate fii warigtlie Piasta een Viel iow ln erder k hayy details puch aa the depos amon dynamically pomuieted meet dein ms located on the nght Pand aide by didang tham They yall be ingested ml the led location of pour CEEE There mia 5 taga pou muat includa he tanari end lardiond wynataca Diea ra pit heas on a sopan ipa For best rans we recommend raming lables veng the ecto sating lte width se a percentage G the page and righ czckryj the cells to algo the toneri Onca paiid you are abla Io prenza whai the AST wil look kke wung te Preview hutti ime oe em PB
31. rm Details For each tenant below select whether the tenant will sign the AST in person or if they should be emailed a link so that they can sign the AST remotely Brittany Wright In person Email tenant lt lt Sarah Wren In person Email tenant Confirm details are correct Cancel Q Email Tenant This option will send an email to the tenants email address with a link to sign the Agreement this can be used if one or more tenants are not currently present 2 In person This option can be used if the tenant is present and can sign the Agreement in person on the next screen 4 OnBoardPro Select one of the two options for each tenant on the agreement and then select Confirm details are correct The Agreement will now be generated via DocuSign If you have selected any of the tenants as being In Person then they will be prompted to review and sign the Agreement Request for Signature OnBoard Pro OnBoard Fra Gocumants 1 Tenancy Agreement The Tenant can select Review Document to be taken to the generated Agreement they are encouraged to read it fully and then select the yellow button labelled Start OnBoard Pro User Guide The tenant may be prompted to select the type of signature they would like to use Once selected they will see in the document where their signature is required Their signature will be added to the document and if any additional clauses were added the tenant will
32. t the Tenancy agreement and Guarantors are Still waiting to be completed By selecting the Tenancy Agreement section we can see that the Landlord still needs to sign the agreement Useful Documents You can also download a number of useful documents regarding this application Useful Documents Download the full Details Pack Download the Inventory Details Full Details pack This document features a full document with all the details of the application including property details tenant details fees and deposits credit check and agreement status submitted meter readings reference and guarantor details and full property inventory Inventory Details This document is a full breakdown of the property inventory including all rooms and descriptions all room items with M on BoardPro descriptions and each image with image code NOTES NOTES 4 OnBoardPro NOTES NOTES 4 OnBoardPro OnBoardPro WORK SMARTER NOT HARDER www onboardpro co uk 08452 26 26 06 info onboardpro co uk Support onboardpro co uk OnBoard Pro Riverside House Goldcrest Way Newcastle upon Tyne NE15 8NY You nP i G
33. the application fee is to be taken Manual Payment Manual Payment Has paid Fee Type Cheque Bank Transfer Exempt If the application fee is paid by cash cheque or bank transfer this can be selected in the Manual Payment option as above If this is the method of payment simply select Yes in the Has paid option and then select the correct payment method You can then select the Confirm Payment button below it Paying by Card If you have Stripe set up on your account you can take payment direct into your Stripe account using the Pay with Card option Selecting this option will bring up the Stripe payment window M on BoardPro N Application Fee For application 990 7 Email E Card number MM YY CVC _ Remember me Pay 150 00 Here you will enter the Tenant s email address card number expiry date and security code from the back of the card Once done select the Pay button to take the card payment This will be paid into your Stripe account in 5 7 working days Please note that OnBoard Pro itself does not process or handle this payment in any way To read more about Stripe please visit their website at nttps stripe com gb Credit Check It is at this stage of the application that the tenant s will be given a full UK Credit Check Before this is completed each tenant must provide consent OnBoard Pro User Guide GD Sarah Wren this se
34. tion Details Sg Search for your property using your Postcode Enter your property details manually Property Name Number Address Line 1 Property Name Number Address Line 1 Address Line 2 City Address Line 2 Town City County Postcode County Postcode OnBoard Pro User Guide 17 Once the address details have been added select the right hand navigation arrow to view the Details tab Information Details g Select a Landlord Available From Bedrooms Available From Please Select v Furnished Garden included within property Please Select r Please Select B Rent Deposit amp Rent 2 Deposit Allow Pets Pet Deposit Amount Please Select V Pst Deposit Save Property lt On the details tab select the landlord which was created earlier as well as the rent PCM deposit level of furnishing garden information and pet options Once all of the details are entered select the green Save Property button to save the property to your list 4 OnBoardPro Edit a Property If you would like to edit the details of a property you can do so at any time by following these steps From your dashboard select the Properties option on the left hand navigation menu and then select the View option that appears You will now see a list of all your properties similar to what is shown below Show 10 Y entries Search Property Landlord a Heston Road Maton Wono 87 Cleveland
35. up and creating your account If your account has already been setup you can move on to the next chapter In order to sign up as a letting agent you will need to go to our sign up page To do so type the following into your web browser https app onboardpro co uk signup Once on the Sign Up page you will see a screen similar to that shown below Select the Are you an Agent option in the middle to continue Signing up to OnBoard Pro couldn t be easier Get started by telling us what type of account you would like to create 4 contract Are you a Tenant Are you an Agent Are you a Landlord Click here to sign up and pre register Click here if you are a professional letting agent Click here if you own or manage your own properties OnBoard Pro User Guide Select your plan You will be presented with the different plans available this will outline the different modules available to you in each plan so you can customise your OnBoard experience to fit your business needs OnBoard Lite OnBoard Pro ZS Credit Chack oo Guaranior Check oa Credit Check sz Guarantor Gheck ILE All UK u agence ous 33 Other Y Y luna a Produce MI UK owdi agenowe plus 33 offer rrieperr wi Prodkioe a Maia Wsad of giasw a for euch leran data SK HTS da a sources m References E AST Detault Character reference ite fanart without a ta References is AST s L TA HRZ mieeca tor ten AS umigned Ieee
Download Pdf Manuals
Related Search