How do I add a Guarantor?

Zenya Allen
Zenya Allen
  • Updated

If a Tenant requires a Guarantor, the details of the Guarantor can be recorded against their Tenant Information record.

When the Tenant Information is viewed, the Guarantor button will appear with a symbol, identifying the Tenant has a Guarantor, which is easily accessed with a single click.

Any Tenant with a Guarantor will have (G) displayed in brackets next to their name, on the Tenancy Information record.

  1. Double click Applicants on the side menu
  2. Search for the relevant Tenant. Tick Search Applicants and Tenants, then using Search Text by Name, Code or Status, find the Tenant
    1. Alternatively, find the Tenant using Additional Options from the dropdown menu
    2. Select a Branch if multi branch is set up on your CFPwinMan
  3. Select the Tenant that you want to add a Guarantor for
  4. Click Guarantor on the right of the Tenant Information record
  5. Click Yes to the message - This tenant does not have a guarantor, would you like to add one now
  6. A blank Guarantor Information record will open
    1. Name - Add the full name of your guarantor
    2. Salutation - Edit this to suit how you would like to address them in a letter, i.e. Dear Tony or Mr Shaw
    3. Address - The address which your guarantor lives at
    4. Phone Numbers - Add all telephone numbers in the corresponding fields
    5. Email address - Add one email address
  7. Click the Preference Centre tab
    1. Select their preferred Delivery Type. If selecting Email, untick Print
      For more information on How can I record consent preferences for GDPR, click here
  8. Click the References tab to complete additional Bank information
  9. Click the Links tab to link any documents to their record, associated with this Tenant
    For more information on Can I link a document to a record, click here
  10. Click X to close
  11. Click Yes to save when prompted