Reference tenants and manage tenancies with HomeLet

Jupix has integrated with HomeLet, a tenant referencing and tenancy management provider, so your tenant, landlord and property details can flow straight from Jupix into HomeLet without being rekeyed.

Tenant referencing and tenancy management are handled through HomeLet's Vision+ platform, provided by HomeLet and Let Alliance.

By connecting Jupix to HomeLet, you can reference tenants, complete the pre-tenancy steps and set up the tenancy in one connected journey. Referencing, safety certificates and pre-tenancy documents are all handled in HomeLet's Vision+ platform, and the completed reference reports and tenancy documents sync back into Jupix automatically.

What are the benefits of using HomeLet?

• Sync tenancy data instantly - Tenant, property and landlord details pull straight from Jupix into HomeLet's Vision+ using the property's Jupix Unique Reference, so there's no need to re-enter them
• Cut out double data entry - Details entered once in Jupix carry across, keeping both systems aligned
• Reference tenants without leaving the journey - Send referencing requests to applicants and track their progress as part of one connected workflow
• Get reports back automatically - Completed reference reports and the tenancy documents sync back into Jupix and appear on the property record
• Reduce risk and protect compliance - Fewer manual touchpoints means fewer errors across the tenancy journey

Setting up the integration

To connect your Jupix account to HomeLet, submit an integration request to Jupix support. Once received, our team requests the setup with HomeLet / Let Alliance on your behalf. 

To submit the request:

1. In Jupix, click Home on the main homebar
2. On the side menu, in the Support section, click Contact Support
   1. Alternatively, click Help Centre in the upper right corner of Jupix. At the top right of every Help Centre page, and at the bottom of every Help Centre article, there is an option to Contact support. Click Contact support
3. Enter Your email address, and from the What type of query do you have? dropdown, select General/Technical
4. Enter Your name, Company name, Postcode and Telephone number
5. From the What is your query about? dropdown, select Integrations
6. In the Brief Description of Issue field, enter Integration Request
7. In the What is the name of the integration? field, enter HomeLet/LetAlliance/Vision+
8. Use the Description field to add any further detail - for example, if you have more than one branch associated to your company, make a note of this here
9. Click Submit

Your request will be sent and this will be actioned within 24 working hours. The team will then be in touch to make you aware when the integration is live for you.

How the integration works

The HomeLet integration uses the Jupix API. You set up the property and applicant in Jupix, then link the property to HomeLet's Vision+ platform using its Jupix Unique Reference. 

Referencing and the pre-tenancy documents are all completed in Vision+, and the completed reports and tenancy documents sync back into Jupix automatically. 

The sections below follow the full process from start to finish.

Add the property and applicant in Jupix

Add the property and its applicant in Jupix first, so the details are ready to pull through into HomeLet's Vision+ platform.

1. In Jupix, click Home on the main homebar
2. On the side menu, in the Create New section, click New Property
   
3. Under Choose Owner, Search for and select the landlord
   1. If they're not already in Jupix, click Add New Owner
   2. In the People section, enter their Title, Forename and Surname
   3. In the Contact Details section, as a minimum, enter their Full address, Postcode and Email Address
   4. Click Save
      
4. In the Property Details section, enter the Full address and the property Postcode 
5. Complete the remaining sections as best you can
6. In the Letting Details section, enter the Rent and the Deposit amount (you can use the Calculator to work out the deposit, then click Update to pull the amount through). Set the Next Available Date
   
7. Click Save
8. Now on the property record, click the Property Management tab
9. Click New Application
   
10. Click Add New Quick (This lets you add an unqualified applicant which is an applicant that you haven't received requirements from as yet)
11. In the Person Details section, as a minimum enter their Name, Contact Number and Email Address
    
12. Click Save
13. In the Application Details section, select the tenancy type from the Lease Type dropdown
    
14. Click Save

Link the property in Vision+

1. In Vision+, on the Dashboard side menu, click New Property
2. Enter the Jupix Unique Reference in the Jupix Property ID field, then select the property from the dropdown to pull its details through
   
3. In the Add Address window, check the address that's pulled through and click Save & Close
4. Click Continue
   

Configure the tenancy

The tenancy is built up in stages. Each stage shows a status of Not Started, In Progress or Complete, and you click Continue to move to the next.

Tenancy Details

1. From the Tenancy dropdown, click the relevant tenancy, then check the Estimated Move-in Date and Monthly Rental
2. Select the relevant Letting Type and Tenancy Type
3. Enter the number of Adults and Children who will be staying in the property
4. Click Continue
   

Services and Products

1. Select the required product from the Service/Product dropdown (for example, Referencing Only)
2. Click Continue
   

Landlord Details

1. Click Add New Landlord
2. From the Jupix Landlord field dropdown, select the landlords name. Their details pull through from Jupix
   
3. Click Save & Exit
4. Click Continue

Tenants and Guarantors

For tenants:

1. Click Add Tenant or Guarantor
2. The Tenant / Guarantor Type field defaults to Lead Tenant. From the Jupix Tenant field dropdown, select the tenant. Their details pull through from Jupix
3. Select the Reference Type
4. Enter the Share of Rent
   
5. Click Save & Exit
6. Click Continue

For a guarantor (where applicable):

1. Click Add Tenant or Guarantor
2. Using the Tenant / Guarantor Type field dropdown, select Guarantor
3. From the Jupix Guarantor field dropdown, select the guarantor. Their details pull through from Jupix
4. Select the Reference Type
5. Enter the Share of Rent
6. Click Save & Exit
7. Click Continue

Pre-Tenancy Information

1. Alongside Do you require Pre Tenancy?, click Yes
2. Security Deposit - Select the Deposit scheme, complete the Deposit Payment Bank Account Details, then click Continue
   

3. Holding Deposit - Complete the Holding Deposit details and set the Deadline for Agreement, then click Continue

    Note

   In line with the Tenant Fees Act 2019, the Deadline for Agreement must be a minimum of 15 calendar days to complete referencing, right to rent checks and contract signing. This can be changed if mutually agreed with the proposed tenant(s)

   

4. Tenant Terms - Select the Agreement Delivery and Tenant Terms, then click Continue
   
5. Rent Payments - Set the Rent Due Day, Payment Frequency and Upfront Rent Payment details, then click Continue
6. Rental Agreement (Draft) - Complete the Agreement details, then click Continue

Add the safety certificates to Jupix

Safety certificates are added to the property in Jupix, then imported into HomeLet's Vision+ platform later in the pre-tenancy stage.

1. In Jupix, on the property's Property Management tab, scroll to the bottom and click New Safety Certificate
   
2. Select the safety certificate Type and set the Expiry Date
3. Search for and select the contractor
   1. If they're not already in Jupix, click Add New Contact
4. Click Save
5. From the certificate's Actions, click Upload Certificate, then Choose file to upload it
6. Click Save

Configure the tenancy continued

Pre-Tenancy Information continued

1. Documents - Back in Vision+, set the Expiry Date for each certificate and click the Import from Jupix icon on that certificate's row. In the Jupix Documents list, click Import against the certificate you want. Repeat for each certificate
   
   Click Continue
2. Review - Check the tenancy, landlord, tenant and document details. Then, click Continue
   
3. Click Start Pre tenancy process
   

The pre-tenancy process now begins, and the relevant tenancy documents are sent to the landlord, tenant(s) and guarantor(s) for review and signing.

Find the completed documents back in Jupix

When referencing and pre-tenancy completes in HomeLet's Vision+ platform, the reports and tenancy documents sync back to Jupix.

1. Open the property record and click the Notes tab
2. Each document appears with a Download option, alongside status notes from Vision+ (for example, when referencing is completed or the tenancy agreement is signed)

The documents synced back include the referencing reports (Interim Report, Final Report, Auto Product Summary Report and KYC Report) and the tenancy documents (Final rental agreement, Tenant Terms, How to Rent, and Deposit terms and conditions).