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, this can be the first line of the address

Remember: Once you have added the joint landlord and property details you still need to add the tenancy to make sure the deposit is protected

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

5. Enter the tenancy details including tenancy name, which is optional, rent amount and start date of the tenancy and click ‘Next’. Please note the deposit amount will automatically calculate in line with five/six weeks rental cap in England, however the figure is customisable by clicking ‘Set customer deposit’ in blue.

6. Enter the tenant details (name, email and mobile number) and click next

7. You are now able to add any interested parties and their details, if needed. If there isn't an interested party you can skip this step

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

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

9. Now you'll be given the option whether you wish to use our Insured-backed scheme or Custodial - click which scheme you want to use and add the date the tenant paid the deposit. Click ‘Save’

10. To protect the deposit, press the ‘Protect’ button on the right hand side

11. The deposit is now protected

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

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

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’.

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. This will automatically work out the deposit amount

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’

Top tip: You can pay for the deposit by either debit card, unallocated funds, bank transfer or cheque

10. Once paid, click ‘Protect deposit now’ and the deposit is protected

How to search for a deposit

Log in to portal
Select ‘Properties’ tab on left hand menu
You can now search by property name or address to find your deposit

Alternatively, you can:

Log in to portal
Click ‘Tenancy’ tab on left hand menu
You can now search by rental address or lead tenants name to find the deposit

Or you can:

Log in to portal
Click ‘Deposits’ tab on left hand menu
Search for your deposit by deposit ID, property address, lead tenant name or deposit amount

How to edit a protection

There are a few different options to view the protection within the platform. You can do this by selecting 'Properties' on the left hand side and search for the protection by the property name or address.

An alternative way to do this is by clicking 'Tenancies' and searching the tenancy address, landlord or deposit protection amount.

The third way you can do this is by 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 start or end date of the tenancy

1. Under the property tab you can click the pen icon to edit the house name or address, once updated select 'Save'

2. You can also add a joint landlord by entering their details and clicking the blue 'Save' button

3. Click on the ‘Tenancy’ tab and select the pen icon to change the rent amount

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

4. Under the ‘Deposits’ tab, if the deposit amount has increased this is where you will be able to view the remaining amount outstanding and make a payment

How to check out using a basket

At the end of protection you have the option to add this to your basket which allows you to add more deposits, group them and check out at the same time.

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. Select which deposits you would like to protect and then click ‘Go to checkout’

2. Click ‘Protect’. The deposits are now protected

How to view your basket

You can do this by selecting the basket icon at the top, it will then show you a drop down of all items in your basket. You will need to make sure you have selected the correct scheme to show you the correct items in your basket.

Alternatively, you can access your basket by selecting 'Deposits' along the left menu and going to the basket tab.

How to bulk upload

1. Once logged into the Total Property platform, 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. Attach the completed template to the platform, select 'Start import' and this will be uploaded to the platform

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

5. Click ‘Add tenancies and protect deposits’

6. A pop up will appear to confirm, click ‘Proceed’

7. Your properties have now been protected on the account

How to end a protection

If you need to end a protection because you are now protecting under our Custodial scheme or you have transferred to another provider, click ‘Deposits’ and select the EWI reference number for the protection you wish to end
Login to your portal and click ‘Deposits’ on the left hand menu
Select the deposit you wish to end protection for
Click ‘End Protection’ on the right hand side
You need to attach proof of the new protection
Once uploaded, click ‘End protection’
Our internal team will review and you will be notified once approved