Page 1 contains the main landlord and tenancy details such as landlord name, landlord address, tenancy address, start and end of fixed term, rent and deposit.
Select a profile if there's one already setup. If you only have one profile, it will display as a button. If there's more than one, it will display as a searchable dropdown where you can select the profile.
See creating and using profiles for more information.
If this field is set to "yes", dates you enter will be replaced with the words "This is a DRAFT - for information only".
This is useful to set "yes" if you want to email the agreement to the prospective tenants before all parties are ready for signing. Because it contains the words "this is a draft", it's clear that's all the agreement is at this stage - a draft.
If you intend to send the agreement for signing straight away you can leave this as no.
When you are ready for final signing, you can edit the agreement later and set this back to "no" and any dates inserted will be whatever you entered (or blank).
This is the email to use where the system will notify you when the agreement PDF is ready or if there has been some problem.
Choose whether the tenancy address is in England or Wales.
This field affects some wording within the produced agreement and also some of the attachments automatically added.
Choose from the following agreement options:
Assured shorthold tenancy
The garage and non-domestic room agreements are only suitable for personal use (not business use).
If you're unsure of which tenancy type you should choose, use our tenancy type wizard available here.
All deposit schemes are fully supported and you can choose from the following options:
Deposit Protection Service (custodial or insured)
MyDeposits (custodial or insured)
TDS (custodial or insured)
The selection chosen here will determine what prescribed information the system automatically includes in the final agreement produced.
The landlord name entered here must be the actual landlord name.
The full name(s) including title should be entered.
The landlord does not have to be the actual owner. It’s possible to rent the property to someone else and that someone sub-lets. In which case the person doing the sub-letting is the landlord.
Landlord is defined (for assured shorthold tenancy purposes) as a person entitled to possession if the property is unoccupied.
The landlord name can be a company if that company is the landlord.
Select here if the landlord is content to accept documents served on them by email. Documents might include a notice to quit or repair request.
Generally, if you expect the tenant to acceot documents by email (see next page), this should be equal.
If content to accept documents by email, this is the email that will be shown in the agreement as the service email.
It’s important you regularly check this email including any spam/junk folders.
By putting an email here (and consenting), you are agreeing to accept delivery this method.
Put the landlord address in England or Wales where notices served by the tenant on the landlord will be accepted.
If you are an agent managing the property, this address can be the agents address because that’s an address in England or Wales where the landlord is accepting service of any notices from the tenant.
The date of agreement would ordinarilly be the date when all parties have signed the agreement i.e. when the agreement has been agreed.
It might be the same date as the tenancy starts or it might be several days/weeks before the commencement of the tenancy.
The address of the premises being let.
If the premises are a room in a shared house with multiple tenancies on a room by room basis, the room should be clearly identified in the address e.g. Room 1, 23 Any Street xxx. You could even locate the room in the address field if you wish e.g. Room 1, first floor left hand side, 23 Any Street xxx.
Unlike the date of agreement, this should be the actual start date (commencement) of the tenancy.
This date doesn’t necessarily have to be the same as when the first rent is payable. This should be the date the tenant takes the keys and is able to obtain possession of the premises being let.
The last day of the fixed term should always be a day before a rent is due. This is so when the tenancy rolls on as a periodic tenancy, the periods match the rent days.
For example, if the from date is 10 February but the tenant wants to pay the rent on the 25th of every calendar month, the end date should be the 24th of the month (24th August for a 6 month tenancy). This is the case even if that doesn’t make an exact number of months.
If you want to have a break clause, select ”yes” here and then select the number of months from when the break clause can have effect.
A sample of the wording that will be inserted into the agreement is shown when this option is selected.
There are four options to choose from under rent type.
The normal rent in advance is set by default and is the most common.
This will be used where there is a fixed rent of £xxx payable in advance every calendar month (or other period).
Enter the rent amount (e.g. £750.00)
In most cases, this will be the same date as commencement of the agreement (fixed term from).
However, it’s useful if the tenant wishes to pay rent on a different day to when they take possession.
For example, if the fixed term from date is 10 February but the tenant wants to pay the rent on the 25th of every calendar month, the date entered here would be 25th February. Remember, this date is not saying when the ”first rent” is payable, it’s saying when the first ”full” rent is payable. In this example, there would be an apportioned rent for 10 February to 24 February but the first FULL rent is then payble from 25th February.
Assuming you will be choosing calendar monthly, this selection should match the first full payment date. If the first full payment is 25th February, the selection should be 25th.
In most cases, this should be calendar monthly.
You can choose from:
two calendar months
This option will be used where the tenant is to pay x months rent in advance and thereafter a fixed monthly rent in advance.
This is commonly used where the tenant is to pay 6 months rent in advance although the number of months can be changed.
It’s important this option is used when applicable because without entering a large advance payment in advance like this, there could be deposit issues or issues with the ban on tenant fees.
This is the monthly rent payable once the advance payment has been used up (e.g. £750.00 per calendar month)
Enter the number of months in advance being taken (e.g. 6).
Total rent being taken in advance (£)
This will be automatically calculated by taking the monthly rent entered earlier and multiplying by the number of months (e.g. 750 x 6 = £4,500).
The date when the lump sum in advance is payable. Ordinarily, this will be the same date as the commencement (fixed term from).
Choose the date rent is payable on after the advanced payment has been used up (e.g. 20th day of every calendar month).
This payment type is commonly used for student lettings where the rent is payable termly. However, it does’t have to be used for students.
Four rows appear with a date and rent amount. This is the date due and the amount due on that date.
The ”And thereafter on the ... day of every calendar month” should be set to the calendar monthly date the rent will be payable should the tenancy continue as periodic. The rent amount will be the monthly rent should it go periodic.
The text box option allows you to enter anything in the box you wish.
It’s useful if there are complicated rents during the fixed term.
We generally recommend this be left empty. Where the agreement remains silent on how the rent is paid, it’s irrelevant how the rent is going to be paid - it should simply be paid.
If you start requiring a specific payment method (for example standing order) and there is some issue with the banking system, it may be arguable that there is no breach at that point.
If there is no payment method mentioned, even if they ordinarily pay by standing order, the fact there was some issue with a bank will be irrelevant. The rent is either paid or not paid.
If you want to make it a term of the tenancy and require a specific method of payment, enter the details in this box. You can click the sample text button for a template to start with.
Enter the amount of the ”tenancy deposit” to be paid by the tenant.
This option will only appear if tenancy type equals assured shorthold tenancy and there is a deposit.
If yes, fill in the name, address, email, telephone and fax. These are all legally required for the deposit prescribed information (where the person has one e.g. email or fax).