Convert a landlord to a company

  • Updated

The steps below outline how you can amend a landlord record to show as a company.

  1. Click Landlords on the main homebar
  2. Search for the relevant landlord in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant landlord from within the Last Viewed section
  3. On the landlord Summary, click Special Actions
  4. Click Convert To Company
  5. Complete the necessary details in the Company Details section
  6. Ensure all other remaining information across all sections is as up to date and complete as possible
  7. Click Save

The landlord now appears with a company name.