How Do I Remove a Tenant from a Tenancy? - Expert Agent Documentation

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- How Do I Remove a Tenant from a Tenancy?
- How Do I Remove a Landlord from a Property?
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Consent GDPR FAQs
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- What can I send out to Clients if they say they don't want to be contacted about General Marketing?
- How can I record consent for individual marketing services?
- Why do I have to fill in a Consent Method when saying "No" for GDPR?
- When dealing with Tenancies, should I gain consent for 3rd Parties?
- How can my Applicants unsubscribe?
Deletion GDPR FAQs
- How do I delete a Property Record?
- How Do I Delete A Contact?
- How do I remove an applicant from the system?
- How do I ensure that I keep records for Anti Money Laundering reasons?
- How do I ensure that I keep the Client's information in case HMRC requests this from me?
- If I delete a record, can I get it back?
- What happens to documents that I store on the Events tab when I delete a record?
Personal Information Requests GDPR FAQs
- If I am asked to show a Client what data I hold on them, is there an easy way to get this to them?
- Can I charge for a Subject Access Request?
eSigning FAQs
- eSigning Merge Codes Do's and Don't's
- Can I used EA eSigning for issuing Section 21 and Section 8 notices?
- What do I do if I have a signature that needs to be witnessed?
- What do I do if I want to get a tenant to initial at the bottom of each page of an AST?
- Which Compliant Agreements & Documents are available for eSignature?
- Why Can't I use eSignature for my Section 21 and other notices?
- Why can't I format an eSigning document?
- Why am I seeing the error message 'Unable to find required merge codes' when I have inserted them into the document?
- What do I do if I have more than one tenant/landlord that I need to get an eSignature from?

PLEASE DO NOT FOLLOW THIS IF YOU ARE USING LETTINGS

FINANCE. PLEASE LOG A SUPPORT TICKET.

If you are wanting to remove a Tenant from a Tenancy because they are moving out, it is always suggested that you end the current Tenancy and create a new Tenancy record containing the new Tenant.

If you have added a Tenant onto a Tenancy incorrectly you can remove them by following the steps below:

If your Tenancy status is PENDING then the Tenant can be removed by simply pressing the "Remove" button next to their name on the Tenants Tabs of the Tenancy Record.

Then proceed to add the correct Tenant by clicking Add a Tenant at the bottom of this screen. Making sure you correct the "Tenant Names" field if needed.

If your Tenancy is Let:

1. Right Click to open the Action Menu.

2. Hover over Change Status.

3. Click on Manual Status Change

4. This will open the Change Tenancy Status popup box.

5. From here select "Pending".

6. Press Save.

Reload the Tenancy by pressing F5 on your keyboard (cmd + R for Mac users) and then follow the first section to remove the Tenant.