Renewing a tenancy

The steps below outline how to renew a tenancy. How a tenancy renews depends on its type, so open the section that applies below.

Renewing an Assured Periodic Tenancy (APT)

Assured Periodic Tenancies do not renew - they continue on a rolling periodic basis, so there is no renewal process to run.

To change the rent on an APT, see Rent Review for Assured Periodic Tenancies.

Renewing a non-APT tenancy

This applies to Assured Shorthold Tenancies (ASTs) and other non-periodic tenancy types. You can renew for a fixed term, or as a periodic tenancy.

1. Click the Residential Lettings department tab
2. Click Tenancies on the main homebar
3. Search for the relevant tenancy in the Find bar and click Go. Click View on the relevant record
   1. Alternatively, find and click the relevant tenancy from within the Last Viewed section
4. On the tenant Summary tab, click Start Renewal Process

The Renewal tab opens. Record the renewal intentions and send the notifications:

1. Click Edit Details to record the Renewal Intentions
2. Select the Landlord Notification Sent Date and/or the Tenant Notification Sent Date accordingly
3. Once you receive the decision(s), in the relevant landlord or tenant section, select the Date Decision Received
4. Click the appropriate Renewal Decision option to record their intention
5. Enter any Renewal Decision Notes
6. Click Save
   
7. Once the decision(s) have been entered into Jupix, click Renewing or Ending

If you click Renewing, you'll be taken to the Renew Tenancy screen. Complete the sections that apply:

1. Tick the Create Periodic Tenancy? box to create a periodic tenancy if the tenant is renewing as periodic
2. If the tenant is renewing for a fixed term, add the Term and the new dates update accordingly
3. In the Payment Details section, if the rent is increasing, add the new Rent Amount (£) and Rent Frequency
4. In the Management Details section, confirm the Management Type, Management Fee and Management Fee Type and amend if required
5. In the Property Inspections section, tick the Schedule Inspections Now? box and confirm the Inspection Frequency for the new fixed term
6. In the Documents section, if the tenancy is for a fixed term, tick the Create Tenancy Pack box. This will offer an option to create a new tenancy agreement and standing order form, once the details are saved
   1. If the tenancy is periodic, untick the box  
7. Click Save

Finalising the renewal

When the current term is due to end (within the next 30 days), you'll receive notice via the Property Management section of the Dashboard that the tenancy is due to be renewed. This appears in Tenancies to be renewed in next 30 days.

To finalise the renewal, open the tenancy, click the Renewal tab and click Set To Renewed.

Related articles:

Finishing a tenancy

Rent Review for Assured Periodic Tenancies