Profiles allow you to enter repetitive information once. When creating a new tenancy agreement, the Builder will populate all that information instantly with one click.
The information that you can add includes:
notifications email
usual tenancy type (for example, Assured periodic tenancy (RRA 1 May 2026))
usual deposit scheme used
default utility settings
default signatory name and email
logo
additional terms
Create a new profile
To create a new profile, select "Profiles" from the sidebar and "Add New" on the right.
On the Add New screen, enter a profile name in the "Description" field.
This description will be displayed in the dropdown to select the profile when creating a new tenancy.
You can search the description in the dropdown when adding a new agreement.
Continue to enter all the information. See the Creating an Agreement section for descriptions of each field.
You only need to complete the fields you want. You can leave fields blank if you prefer.
Testing Logo
Within profiles, adding a logo has a unique option that is not available when creating a tenancy: testing the logo.
Select the "choose file" button and choose your preferred image to add a logo. It should be a JPG, JPEG, or PNG.
After you add the logo and save the profile, a "Test Logo" button appears. After you click it, a test page will open in a new window in a few seconds. This shows whether the logo works, and you can check the dimensions and quality.
Save Profile
Once you've filled in all the fields you want, click the Save button at the bottom to save.
Using Profiles
When creating a new tenancy in Tenancy Builder, at the top of the first page, you will see an option saying "Insert Profile Information." A dropdown to select the profile will be visible, and clicking one will auto-fill all the information into the tenancy.
The auto-filled information is not "locked," and you can edit it on the fly if you like. For example, your profile might auto-fill the deposit status with the DPS custodial scheme, but you can still change the deposit scheme after you select the profile.
More information about profiles
Profiles are optional
You don't have to create one to create a new agreement.
