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Page 1 contains the leading landlord and tenancy details, such as the landlord's name, landlord address, tenancy address, start date, and rent and deposit.
Think of page 1 as most items you ordinarily find on a tenancy agreement's front page.
Select a profile if one is already set up. If you have only one profile, it will appear as a button. If there is more than one, it will show as a searchable dropdown where you can select the profile.
See Creating and Using Profiles for more information.
If this field is set to "Yes", the dates you enter will be replaced with "This is a DRAFT - for information only".
It's useful to set "Yes" if you want to email the agreement to prospective tenants before all parties are ready to sign. Because it contains the words "this is a draft," it's clear that the agreement is a draft at this stage.
If you intend to send the agreement for signing immediately, you can leave this as No.
When you set it to draft, you still select Save and Build at the end to generate a PDF of the draft.
When you are ready for the final signing, you can edit the agreement later and set this back to "No"; any dates you entered will remain as you entered them (or blank).
Remote signing is unavailable if you set this field to "Yes".
But you can edit anytime after and reset back to "No". Don't forget to submit the agreement again to be built so the PDF reflects the change.
This is the email to use where the system will notify you when the agreement PDF is ready or if there has been a problem.
The email will not be displayed anywhere on the produced PDF agreement; it is only used for the system to notify you about the agreement.
The country selected when adding a new one will be displayed.
Choose from the following agreement options (vary by country):
The garage and non-domestic room agreements are for personal use only (not for business).
If you're unsure which tenancy type to choose, use our tenancy wizard for England or Wales.
This option only appears if the selected tenancy type is assured shorthold or occupation contract.
All deposit schemes are fully supported, and you can choose from the following options:
The selection made here will automatically determine the prescribed information in the final agreement.
Where the tenancy is a periodic occupation contract, an option labelled "Number months' notice for contract-holder to withdraw" will appear. This is not a notice period for tenants (contract holders) to terminate their contracts.
Under a periodic occupation contract with several contract holders, an individual contract holder can withdraw by giving notice.
The length of notice is a legislated supplementary term of one month. However, the term can be changed with the agreement of all parties.
We believe the required notice length can be extended, but other practitioners may disagree. Given these new rules, we will have to wait for a decision.
Please see the article Can the Notice Length for Withdrawal Be Altered? for the full details of why we believe the length can be extended.
From the dropdown, the options available are:
You can set your preferred default by creating a profile and setting the default in your profile for future occupation contracts.
Select a landlord from the dropdown. If none are present, click Add New, then select the landlord.
The landlord's name entered here must be the actual landlord's name, and the full name(s), including title, should be entered.
If you're an agent, you must enter the landlord's name here, not your own.
The landlord does not have to be the actual owner, and renting the property to someone else and subletting is possible. In this case, the person doing the subletting is the landlord.
A landlord is defined (for assured periodic tenancy purposes) as a person entitled to possession of the property if it were unoccupied.
The landlord's name can be a company if that company is the landlord.
It's a legal requirement that the tenant be provided with the landlord's name.
Please select here if the landlord is content to accept documents served on them by email. These might include a notice to quit or a repair request.
Generally, if you expect the tenant to accept documents by email (see the next page), the landlord should do so as well.
If you are comfortable accepting documents by email, this email address will be listed in the agreement as the service email.
You must regularly check this email, including any spam/junk folders.
By putting an email here (and consenting), you agree to accept delivery using this method.
The address must be in England or Wales for tenancies in England.
Put the landlord's address where the landlord will accept service of notices.
If you are an agent managing the property, this address can be the agent's because that's where the landlord accepts service of any notices from the tenant.
There are two fields for the "landlord": Rent Smart Wales registration and licence numbers.
These are the landlord details, and if you are an agent completing the agreement, your licence number can be entered (see later).
Both these fields are optional, and there's no legal requirement to enter the information. If left blank, it's completely ignored when building the contract. However, we recommend adding the Rent Smart Wales registration and licence numbers where possible. The written statement rules for an occupation contract do not expressly require them, but Rent Smart Wales licence conditions can change, and including the details now can make future compliance smoother.
Enter the landlord registration number. If the landlord is licensed, you can also enter their licence number.
A landlord or agent can be found on the public register.
Leave this blank if you intend to use remote signing or if you're unsure when the agreement will be signed.
The date of the agreement would ordinarily be the date when all parties have signed.
It might be the same date as the tenancy starts or several days/weeks before its commencement.
If you select "yes" to the draft option, the Builder will replace any date entered here with "This is a DRAFT - for information only".
Select a letting unit (tenancy address) from the dropdown. If none are present, click Add New, then select the letting unit. We use the term "letting unit" because it could be anything from a room in an HMO to a flat or a parking space.
The address of the premises being let.
If the premises are a room in a shared house with multiple tenancies on a room-by-room basis, you should identify the room in the address, e.g. Room 1, 23 Any Street xxx. You could even locate the room in the address field, e.g. Room 1, first-floor left-hand side, 23 Any Street xxx.
For Wales, the wording for the commencement of a contract is the "occupation date." This is the date when the contract holder is entitled to occupy the dwelling.
Unlike the agreement date, this should be the tenancy's actual occupation date (the date the tenant is entitled to possession of the property).
This date doesn't necessarily have to be the same as the date the first rent is payable, and it should be the date the tenant takes the keys and obtains possession of the premises being let.
If you select "yes" to the draft dropdown, the Builder will replace any date entered here with "This is a DRAFT - for information only".
The last day of the fixed term should always fall a day before rent is due, so that when the tenancy rolls over to a periodic tenancy, the periods match the rent days.
For example, if the from date is 10 February, but the tenant wants to pay rent on the 25th of every calendar month, the end date should be the 24th of the month (24 August for a 6-month tenancy). This is the case even if that doesn't make an exact number of months.
If you select Yes to the draft dropdown, the Builder will replace any date entered here with This is a DRAFT - for information only".
This date doesn't appear when the assured periodic, lodger agreement or periodic occupation contract (Wales only) is selected, as those are periodic from the outset.
Once the 'fixed term from' field has a date entered, you can select the +6 or +12 months buttons, and the Builder will populate the corresponding date into this field.
A break clause is not recommended and is only available with the contractual tenancy.
If you want a break clause, select "yes" here and then choose the number of months from when the break clause can take effect.
A sample of the wording inserted into the agreement is shown when this option is selected.
If you choose six months, either party may give notice in month 4 to expire in month 6, or at any time after that.
For the Renters' Rights Act assured periodic tenancy, only the "Normal" option is available. Otherwise, there are four options to choose from under the rent type.
The most common, the typical rent in advance, is set by default.
This will be used where a fixed rent of £xxx is payable every calendar month (or another period).
Enter the rent amount (e.g. £750.00)
In most cases, this will be the same date as the commencement of the agreement (the fixed term from).
However, it's helpful if the tenant wishes to pay rent on a different day than when they take possession.
For example, if the fixed term from date is 10 February, but the tenant wants to pay the rent on the 25th of every calendar month, the date would be 25th February. Remember, this date is not when the" first rent" is payable, but when the first" full" rent is payable. There would be an apportioned rent for 10 February to 24 February, but the first FULL rent is then payable from 25 February.
Assuming you choose the monthly calendar, this selection should match the first full payment date. For example, if the first full payment is on 25 February, the selection should be 25th.
In most cases, this should be calendar monthly.
For an assured periodic tenancy, you can choose the following rent periods:
For other tenancy types (e.g. contractual tenancy), you can choose from the following:
This option will be used when the tenant pays x months' rent in advance and a fixed monthly rent.
This is commonly used when the tenant pays six months' rent in advance, although the number of months can be changed.
This option must be used when applicable because, without entering a large advance payment like this, there could be deposit issues or issues with the ban on tenant fees.
The last day of the term entered earlier must cover the period for which the rent is taken in advance! For example, if six months are taken in advance, the term must last at least six months (but can be longer).
This is the monthly rent payable once the advance payment has been used up (e.g. £750.00 per calendar month)
Enter the number of months in advance taken (e.g. 6).
This will be automatically calculated by multiplying the monthly rent entered earlier by the number of months (e.g. 750 x 6 = £4,500).
The date on which the lump-sum advance is payable. Ordinarily, this will be the same date as the commencement (fixed-term from).
Please select the date on which rent is payable after the advance payment has been applied (e.g., the 20th day of every calendar month).
Only a calendar monthly is available for this rent type.
This payment type is commonly used for student lettings where the rent is payable termly. However, it doesn't have to be used for students.
Four rows appear with a date, rent amount, and the date and amount due on that date.
The dates should fall within the fixed term, so the last rent payable is due on the last day of the fixed term.
The" And thereafter on the ... day of every calendar month" should be set to the monthly calendar date on which the rent will be payable, should the tenancy continue as a periodic tenancy. The rent amount will be the monthly rent, should it go periodic.
Even if you think the tenant will leave at the end of the term, you should still enter an thereafter date and monthly rent just in case the tenant doesn't leave at the end of the term; otherwise, you won't know what rent they owe for staying.
You don't have to fill in all four rows. As long as at least two rows are filled in, it will work, and the system will adjust if it detects rows three or four are empty.
The text box option allows you to enter anything you wish.
It's helpful if there are complicated rents during the fixed term.
Optionally, you can enter a preferred means of payment, such as a standing order, and provide bank details. To start with, you can click the sample text button for a template.
Enter the amount of the" tenancy deposit" to be paid by the tenant.
Any tenancy deposit received must be protected within 30 days of receipt.
This option will only appear if the tenancy type is an assured periodic tenancy or an occupation contract and there is a deposit.
If someone else paid the deposit on the tenant's behalf, the fields that appear after selecting yes must be filled in, and this is a legal requirement.
If yes, fill in the details. These are all required for the prescribed deposit information (where the person has one, e.g., email).