Tenancy Setup Wizard

Set up a tenancy with every legal box ticked.

Most tenancy problems are baked in on day one. The wizard walks the whole setup in one sitting — Right to Rent, referencing, a post-Renters’ Rights Act agreement, the document pack and deposit protection — ending in a single email to your tenant with everything they must legally receive.

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Setup checklist

Tracked for every new tenancy

  • Written Statement servedDone ✓
  • Right to Rent recordedDone ✓
  • Agreement e-signedDone ✓
  • EPC / Gas / EICR providedDone ✓
  • Deposit protectedDone ✓
  • Prescribed Information servedDone ✓

Skipped something? It stays tracked as outstanding — never silently forgotten.

Why day one matters

None of these can be fixed retroactively — so the wizard makes each one an explicit, tracked step.

Up to £30,000

Council penalty for not giving the tenant the Electrical Safety Report (EICR) before they occupy — Electrical Safety Standards Regulations 2020.

30 days, up to 3x

Protect the deposit and serve the Prescribed Information within 30 days of receiving it, or the tenant can claim up to three times the deposit.

Before signing

The Renters' Rights Act 2025 requires the tenant to receive a Written Statement of Terms before the agreement is signed.

One sitting, eight steps

Start from Tenancies → Setup Wizard. Leave halfway? A progress strip on the Tenancies page continues exactly where you left off.

1

Tenancy Basics

Property, tenants, dates, rent and deposit — created as a draft that only activates when setup completes.

2

Right to Rent

A recorded check for every adult living at the property, with follow-up dates scheduled for time-limited permissions.

3

Referencing

Built-in credit and reference checks on each tenant — no separate portal, no re-keying.

4

Tenancy Agreement

Post-Renters' Rights Act periodic templates (whole property, joint sharers, HMO room) sent for e-signing — a RentFig agreement doubles as your RRA 2025 Written Statement of Terms.

5

Documents & Compliance

EPC, gas safety and EICR gathered with a per-item decision — include in pack, already provided, or send later. Anything postponed is tracked as outstanding.

6

Deposit & Protection

DPS, TDS or mydeposits, custodial or insured, with the certificate, scheme leaflet and the 30-day Prescribed Information clock tracked.

7

Review & Send Everything

One email to your tenant with the signed agreement and every document — previewed before anything goes out.

8

Complete — day-one tasks

Move-in checklist seeded automatically: alarms tested, inventory, keys, meter readings, council tax and utilities notified.

See it in action

Real screens from the wizard — each statutory rule shown where you act on it.

rentfig.co.uk/tenancies/wizard
Right to Rent step of the Tenancy Setup Wizard: a note that every adult living at the property needs a check before the tenancy starts under the Immigration Act 2014, with the tenant flagged as Not checked yet and the option to continue and record it later
Right to Rent — every adult checked before the tenancy starts
rentfig.co.uk/tenancies/wizard
Documents and Compliance step: the Energy Performance Certificate card marked Required with its statutory rule (given free of charge before letting), an upload panel that reads the dates automatically, and a Send later decision tracked as outstanding with an audit-trail note
Documents & Compliance — per-item decisions, tracked as outstanding
rentfig.co.uk/tenancies/wizard
Deposit and Protection step: a live deadline chip reading Protect and serve Prescribed Information by 1 October 2026 with 71 days left, a Connect TDS scheme integration, and scheme plus custodial-or-insured recording fields
Deposit & Protection — the 30-day clock, tracked live

FAQ

What documents must I give a tenant at the start of a tenancy?
In England: the Energy Performance Certificate (free of charge, before letting), the current Gas Safety Certificate (before occupation, where there's a gas supply), the Electrical Safety Report (EICR — before occupation), and — under the Renters' Rights Act 2025 — a Written Statement of Terms before signing. If you take a deposit, the tenant must also receive the Prescribed Information and scheme leaflet. The wizard gathers all of these into one tracked pack.
What is Prescribed Information and when is the deadline?
The statutory details of how the tenant's deposit is protected. You must protect the deposit and serve the Prescribed Information within 30 days of receiving the deposit — the wizard tracks both against that clock.
Do I have to use a RentFig tenancy agreement?
No. Upload your own and the wizard still handles e-signing, the document pack, deposit protection and the compliance checklist — and serves a standalone Written Statement of Terms before signature. RentFig's own templates are post-Renters' Rights Act periodic agreements in three variants.
What if the deposit arrives at key handover?
The deposit step can wait until after move-in — the 30-day protection and Prescribed Information clock runs from the day you receive the money, and the wizard keeps tracking the deadline either way.
What happens to items I skip?
Nothing is silently forgotten. Every skipped or postponed item stays on the tenancy's setup checklist as outstanding, and the Tenancies page shows a progress strip for every in-flight setup.

Full step-by-step guide: How to set up a tenancy

Disclaimer: This page is general information, not legal, financial or tax advice. UK landlord rules are technical and changing quickly — always check current gov.uk and your local authority guidance, and consult specialists for decisions about your own portfolio.

Your next tenancy, set up right.

Free to start. The wizard is included with RentFig tenancies — no extra cost.

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