Adding a Letting Unit

This guide walks you through adding a letting unit (tenancy address) in Tenancy Manager for use with Tenancy Builder. The steps are summarised below. For detailed visuals, refer to the video below.

For separate room tenancies in one house or HMO, add a separate letting unit for each room. Include its identifier in the address, such as Room 1, 24 Any Street, then add Room 2 as another unit. You can copy the first letting unit and change the room number to save time. When creating each agreement in Tenancy Builder, select the relevant landlord and room letting unit; complete the tenancy details for that room and check the optional utilities settings. This is different from adding both occupiers to one joint agreement. If you are unsure which agreement type fits your arrangement, use the England or Wales tenancy-choice guide.

Option 1: Via All Data View

1. Access the All Data View: Navigate to Tenancy Manager > All Data from the sidebar.
2. Choose the Landlord: Click the small triangle next to the relevant landlord.
3. Add a Letting Unit: Select "Add New Letting Unit".
4. Enter Details:
   • Specify the property use (e.g., residential, garage).
   • Add the address (include room identifiers for HMOs, e.g., Room 1).
   • Optionally, add bedroom count, EPC rating and utility locations.
   • Security Code (optional): Use this for any security or access information related to the letting unit, such as an alarm code, gate access code, or a padlock code for a garage or storage unit. There is no required format.
   • EPC URL (optional): Add a link related to the property’s EPC. The field was designed for a direct link to the certificate on the GOV.UK Find an energy certificate service, but you can instead link to a copy stored in Dropbox, Google Drive or another storage service. There is no required format.
5. Save: Click "Save" to finalise.

Option 2: Via Letting Units View

1. Navigate: Go to Letting Units from the sidebar.
2. Add a Unit: Click "Add New Letting Unit".
3. Select the Landlord: Pick from the list.
4. Enter Details: Complete the form as outlined above.
5. Save: Click "Save".

Option 3: While Creating a Tenancy

1. Start New Tenancy: Go to Tenancies > Add New Tenancy and select the country.
2. Select/Add Landlord: Choose a landlord or add a new one.
3. Select/Add Letting Unit: Choose from the list or create a new one.
4. Fill Out Details: Enter unit information as described above.
5. Save: Click "Save" to complete.