Deposit protection

How to protect a deposit on our platform

Deposit protection

Watch the videos below or follow our step by step guide to protecting your deposit. We cover everything you need to know about protecting and editing a deposit protection on the platform.

How to protect a deposit

1. From the homepage of the dashboard, select ‘Properties’

2. Click the blue 'Add property' button at the top and enter the relevant details

Top tip: If there are multiple landlords for this property you can add another landlord by selecting the 'Add joint landlord' button

3. Now, you can add the property details. When you start to type the address our smart finder will provide suggestions

Please note: The property name is mandatory and can be the first line of the address

4. Click the 'Add property' button at the bottom and your landlord will be invited to create their account

Remember: Once you have added the landlord and property details you must then add the tenancy to protect the deposit

5. Now, select 'Add tenancy' at the top right hand corner

6. Enter the tenancy details including tenancy name (optional), rent amount and tenancy start date, then click ‘Next’. The deposit amount will be automatically calculated in line with five/six weeks rental cap in England. You can customise this amount by clicking ‘Set customer deposit’ (in blue)

7. Enter the tenant details (name, email and mobile number) and click ‘Next’

8. You can add any interested parties and their details, if needed, or you can skip this step

Please note: An interested party is someone that has paid the deposit on behalf of one of the tenants

9. Review all information on the confirmation page to check it is correct and select ‘Add tenancy and protect deposit’

10. Now you'll need to add deposit information and select which scheme you wish to use

11. Select the date the deposit was paid and click ‘Save’

12. Choose either 'Protect deposit now' or ‘Add to basket’

Skip ahead for more information on check out using baskets .

How to add a property

1. On the homepage of your dashboard, select ‘Properties’ from the left hand menu

2. Click ‘Add property’ at the top right hand corner

3. If there is a joint landlord you can enter this information here, if not you are able to skip this step

4. Enter the property name and first line of the address

5. Review all of the information and confirm it is correct by clicking ‘Add property’.

Please note: The property name is mandatory, this can be the first line of the address

How to add a tenancy

1. On the homepage of your dashboard, select ‘Properties’ from the left hand menu

2. Select which property you would like to add a tenancy to

3. Click the ‘Add tenancy’ button at the top right corner

4. Add the tenancy name

Please note: The tenancy name is optional but we would recommend using the first line of the address

5. Next, please enter the rent amount. The platform will automatically work out the deposit amount for you using the five/six week deposit cap

6. Add or amend the start date of the tenancy by clicking on the calendar and choosing the correct date

7. Now you can add the tenant's information (email address, first and last name and mobile number)

Remember: If the amount automatically calculated is incorrect you can set a custom deposit amount

Please note: If there are any interested parties, you are also able to add these with the tenant information

8. Click ‘Add tenancy’ and protect deposit

9. Confirm the date the tenant paid the deposit and click ‘Save’

10. Once paid, click ‘Protect deposit now’

How to update property details

1. Under the ‘Property’ tab you can click the pen icon to edit the house name or address

2. Once updated select 'Save'

How to add a joint landlord

1. You can also add a joint landlord by entering their details

2. Click the blue 'Save' button

Top tip: By entering the rent amount, the platform will automatically work out the deposit amount for you using the five/six week deposit cap. To lower the deposit amount, you will need to contact us

Please note: If you amend the property address details it will change the address across all tenancies registered under that property record

How to edit a protection

Watch the video for a step by step guide on how to edit a protection or just follow these steps.

There are a few different options to view the protection on the platform. You can do this by:

selecting 'Properties' on the left hand side and search for the protection by the property name, address or the landlord name
clicking 'Tenancies' and searching the tenancy address, landlord or deposit protection amount
choosing 'Deposits' and search using the deposit ID, property address, landlord or the protected amount

Top tip: You can also search for the protection using the tenancy start date

How to check out using a basket

At the end of protection you can add them to your basket and check them all out at the same time.

How to view deposits in the basket

Select the basket icon at the top, to see all the items in your basket. Make sure you select the correct scheme you wish to access.

You can also access your basket by selecting 'Deposits' in the left menu and going to the ‘Basket’ tab.

Top tip: You can check out each deposit separately by ticking the relevant box or check out all deposits at the same time by selecting all

Checking out

1. Once you have selected which deposits you want to protect, click ‘Go to checkout’

2. Press ‘Protect’ on the right hand side

3. The deposit has now successfully been protected

How to bulk upload

1. Select 'Tenancies' from the menu on the left hand side

2. Click on the ‘Tenancies’ tab at the top and select 'Bulk upload'

3. Start a new import

4. Choose which office this upload relates to by selecting the relevant branch and click 'Next'

Please note: If you do not have the CSV template, you can download one in the platform

5. Attach the completed template to the platform, select 'Start import' and this will be uploaded to the platform

Please note: We do require evidence of the new protection which you can attach here

How to search deposits

There are a few different ways to search for a deposit on the platform.

Select 'Properties' from the menu on the left side and search the property name, address or landlord name
Choose 'Deposits' from the menu on the left and search using the deposit ID, property address, landlord name or protected amount
Select ‘Tenancies’ from the menu on the left and search by tenancy address, landlord name, or lead tenant's name

How to end a protection

To end a protected deposit, because you are now protecting under our Custodial scheme, transferred to another provider, or sold the property, click ‘Deposits’ and select the EWI reference number for the deposit

2. Click the button ‘End protection’

3. Once uploaded, press ‘End protection’

This will now be sent to our internal team for review