To create a new report, click on "referencing" in the sidebar.
Each report costs 900 credits.
If you don't have enough credits, a message will be displayed asking you to purchase more and the new report button will not be available.
With sufficient credits, you can click the "new report" button on the top right.
Your first name, last name and email will be auto-filled but you can change these if you wish.
The email entered is where the notification that the report is ready to download or if there are issues, will be sent. This should be your email and check spam/junk folders.
Start typing the proposed tenancy address in the box provided or enter a postcode. As you type, you will be able to choose from the list the full address.
Enter the proposed rental amount calendar monthly (so if the rent is weekly, it will need to be converted to calendar monthly).
Enter numbers only.
Enter the full name of the proposed tenant.
By using the selection boxes, enter the proposed tenant's date of birth.
Has the applicant informed you of any adverse records (e.g. county court judgments or bankruptcy)?
This question should have been asked of the applicant via a suitable application form.
Select yes or no (default is no).
Start typing the address or postcode and choose the applicant's current address from the list provided.
Using the the dropdown, select years and months at current address.
Where the applicant has been living at their current address for less than 3 years, repeat as above but for their previous address.
Where the total years of current address plus previous address 1 are less than 3 years, previous address 2 will appear. Enter details by repeating above.
This is the last address needed even if the total of all years remains at less than 3 years.
Confirm the statement by checking the box and click submit.
The data will be sent to the credit bureau where a report will be produced.
After submitting, you will be returned to the referencing list and you will be able to see live progress of the report similar to when building a tenancy agreement.
The report should only take a few seconds to be ready in most cases. After which, the progress indicator will show green "completed". The report can be downloaded by clicking the green completed notification or from the actions button in the referencing list.