COHO tenant onboarding has revolutionised the way that managers and owners move an applicant from enquiry right through to the point at which they move in (and even move out!). By centralising this process in a linear way it ensures that everyone involved in the process is always up to date and there is no ambiguity over what stage the applicant is at. It is one of those features that, when used, will save you and your team hours of time.
Read more about the COHO onboarding feature.
If you have any questions or need further assistance, COHO has a comprehensive Help Centre and support team to help guide you through the process.
Last updated: 23rd March 2023
The ability to upload and store your AST documents within COHO will save you and your team time and ensure that there is a central and easily accessed place that everyone can refer to for these important documents.
With COHO you can upload one or many versions of the AST and in the step-by-step guide and video below we will show you how to do just that.
Using onboarding within COHO will revolutionise this all important part of moving an applicant from enquiry through to the commencement of their tenancy.
The following series of videos and step-by-step guides will run you through everything you need to know about COHO’s onboarding feature, starting with how to create an onboarding.
When creating an onboarding you will be asked if you'd like to include an application form for the applicant to fill in as a requirement. If you have said yes, then the video and step-by-step guide below will show you how to both create one and then save it for future use.
Part of saving an application for future use will be giving you the ability to easily preview what information has been requested as part of that form, making it even easier to decide on which form is most suitable.
As part of the initial stages of creating an onboarding you will have the option to select whether or not you will require a holding fee from the applicant.
As well as creating the basic amount that you will be requesting, we also give you the opportunity to extend the deadline for the holding fee (typically this is around two weeks) by including additional terms and also create additional and supplementary terms. As a final step, we also present the applicant with a draft version of your AST that you have either previously uploaded (or load in at this stage) for them to review ahead of paying over any holding fee amount.
The video and step-by-step guide below will show you how to create this holding fee requirement.
You can request reference checks directly through COHO for either the applicant and/or a guarantor thanks to our partnership with Advanced Rent.
The video below shows exactly how it works. This video focuses on our integrated referencing option, but you can still choose to skip referencing or do it in house/third party provider and upload the results. It also starts from the point of a new onboarding and shows what it looks like for a tenant to receive and complete the application form but as this process is covered in another video the step-by-step guide below will focus exclusively on the referencing step.
In a previous video we showed you how to upload a tenancy agreement using our mail merge tags. This is the stage of the process where you can select the relevant AST to assign to an applicant and generate their rent schedule.
Watching the video below and following the step-by-step guide will give you all you need to know to complete this stage of onboarding.
When you have completed the rent schedule and selected your tenancy agreement the applicant will receive an action letting them know to review the prescribed information and sign the agreement you have provided.
If a guarantor has been selected then they too will receive a text and email asking them to review and sign the appropriate document at the appropriate stage. They will be asked to verify their identity by both text and email but won't be required to create a COHO account.
The video and step-by-step below work from the point of an applicant and a guarantor (if relevant) has provided their signature and will guid you through how you, as a manager, can complete the tenancy agreement with your own signature. If you'd like to see how the process works from a tenant and guarantor perspective then you can view our series of videos covering the Tenant Experience.
You are now at the final step of onboarding which is to set the move-in monies that are due. The tenancy agreement has been signed by all relevant parties so you will now get an action asking you to set the move-in monies.
The quick video and step-by-step below will guide you through how to do this and to successfully onboard an applicant.