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‘GENIE’ software tutorials

These videos provide basic training for TLP clients on our ‘Client Accounting Plus‘ (Full Service) option.

1 How to add a Property

A short tutorial on how to add a rental property to Genie, which is the first step in the process

2. How to add a Landlord

How to add a landlord to Genie – note this can only be done once you have added the property.

3. How to add an Applicant

A short tutorial on how to add an applicant (proposed tenant) to Genie.

4. Member Agent Area 1: start referencing

How to add a new applicant (proposed tenant) to Genie and how to start the referencing process

5. Member Agent Area 2: new tenancy set up

How to get a new tenancy set up on Genie and how to order tenancy documents (if applicable)

6. Navigating the Tenancies tab

An overview of the tenancies tab and what information is stored there.

7. Understanding the Suspense Account

The Suspense Account is where money is held before it can be allocated (rent in advance, holding deposits etc)

8. Managing Rent Arrears

How to keep up to date with and manage your rent arrears using Genie

9. Member Agent Area 3: Renewals & Rent increases

How to renew tenancies, apply rent increases and order any appropriate documents

10. Adding a Contractor

How to add contractor details to Genie for payment of invoices or to create a Works Order

11. Works orders & Contractor invoices

How to create and manage works orders for your contractors and arrange invoice payments

12. Ending a tenancy & deposit returns

How to arrange for a deposit claim or return at the end of a tenancy