Creating a Grouped Tenancy

Creating a Grouped Tenancy

Creating a Grouped Tenancy is intended to be used for one or more tenants that are all required to go through the Onboarding process together and sign the same tenancy agreement. 

Please also see the main Product Guide for Onboarding - https://support.coho.life/portal/en/kb/articles/onboarding

Step 1

Start the onboarding with the first tenant. You will need to ensure you have selected 'Do you intend to group this tenancy?; - Yes. Complete the basic details, Holding Deposit, Application Form and Referencing steps. 


Once the steps have been completed, you will see on the Onboarding panel that next to the first tenant, there will be the grouped icon:


Step 2

Click to 'Onboard new applicant' to enter the details of the next tenant. You will notice that once the property and room have been selected, there is a statement to say that 'there is currently 1 other in a grouped tenancy':


Step 3

Complete the information for the next tenant. You will notice that certain fields are fixed as these relate to the information entered for the first tenant.

Step 4

Once the first stages of the onboarding have been added, you will then see this next tenant as part of the grouped tenancy on the main Onboarding panel:


Step 5 

Repeat the process for any further tenants that are also part of the grouped tenancy.

Step 6

You will then be able to progress the Onboarding as usual taking each tenant through to the Tenancy Agreement stage and have all tenants in the group sign the same tenancy agreement and acknowledge the same compliance documents. Please note, if you are using an AST that has been uploaded to COHO with the mail merge tags, you will need to ensure you have all tags that are required to capture all the details of all of the tenants involved in the group. See also Tenancy Agreement Templates & Mail Merge - https://support.coho.life/portal/en/kb/articles/onboarding#Tenancy_Agreement_Templates__Mail_Merge

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