How do I remove a Tenant from a Joint Tenancy?

Zenya Allen
Zenya Allen
  • Updated

If you have created a Joint Tenancy and want to remove one of the Tenants, the steps below will show you how to do this without vacating the entire tenancy.

You can vacate individual Tenants from a Tenancy record, but to ensure you have a full audit trail, they will always show as having been in the Tenancy.

If you have added the wrong Tenant to a Tenancy at the time of creating the Tenancy, you may choose to end that Tenancy instead and create a new one from scratch which only shows the correct Tenants.

To vacate a tenant from a joint tenancy:

  1. Double click Tenancies on the side menu
  2. Search for the relevant Tenancy using Search Text by Name, Code or Status
    1. Alternatively, find the Tenancy using Additional Options from the dropdown menu, or select a Branch if multi branch is set up on your CFPwinMan
  3. Select the Tenancy which you want to make changes to
  4. Click on the Tenant that you want to remove
  5. The Tenant Information record will display
    1. In Status, change this from Joint to Vacated from the dropdown menu
    2. Edit the Tenants name to include - Vacated
    3. Click the disk icon, Save this record, on the toolbar
    4. Click Yes to change the applicants status
    5. Click on Associated Tenancy on the right, to return to the Tenancy Information record
  6. On the Tenancy Information record
    1. Edit the Name, Salutation and contact details
    2. Edit the Tenants names in the Build Name field
  7. Click the disk icon, Save this record, on the toolbar


Related articles:

How do I remove a head tenant from a joint tenancy

How do I end a tenancy