Introduction

The Tenancy List provides an organised overview of all tenancy records managed within LoftyWorks. It helps you quickly locate tenancies, check their current stage and take relevant actions such as editing or duplicating a record. You can access this section from the Lettings module.

Summary

• Tenancy Status Tabs
• Searching and Filtering
• Tenancy List Overview

Tenancy Status Tabs

At the top of the page, you'll find several tabs that group tenancies by their status. These tabs make it easier to navigate large portfolios.

All Tenancies

Shows every tenancy, regardless of its current status.

Current

Displays tenancies that are active or progressing, including statuses such as:

Active, Renewing, Renewed, Vacating, Vacated, Check-in, Check-out, Periodic, Upcoming.

Expiring

Lists tenancies approaching their end date. The Expiring tab offers additional tools specific to upcoming end-of-term agreements, and it's slightly different from other tabs : 

Filtering

Available filters include:

• Current stage

• Ending in (30, 60 or 90 days)

• Time Range

Columns in the Expiring List

Each record shows:

• Property address

• Current stage (e.g., Waiting to Start)

• Days remaining

• End date

• Reference

• Primary tenant name

Actions

Depending on the tenancy’s stage, you may see:

• Start – to begin tenancy setup when it is waiting to start

• Continue – to resume a renewal process

Archived

Includes completed, expired, or externally let tenancies that are no longer active.

Draft

Contains tenancy records still being prepared. Only admins can delete draft tenancies.

Searching and Filtering

The Tenancy List provides several tools to help you find what you need quickly.

• Search box – Search by property address or tenancy reference.

• Filters – Narrow results by:

  • Status

  • Tenancy type (e.g. AST, Contractual, Lease)

  • Start date

  • End date

These filters help you locate specific tenancies or review groups of tenancies based on timeframes or agreement types.

Tenancy List Overview

Each tenancy appears in a structured table showing:

• Address – Property name, address and property image

• Status – e.g. Vacating, Renewed, Vacated

• Type – AST, Contractual, Lease, etc.

• Start Date and End Date

• Reference – A unique system-generated tenancy reference (e.g. TEN-060825-0001)

• Amount – Rent amount

• Period — Payment Schedule

• Actions – Edit, Duplicate or Delete (restricted to admins for draft tenancies)

  • Edit: Opens the Edit Tenancy page, for more information, please check: link

  • Duplicate: Creates a new tenancy in Draft status based on an existing one. This is useful for renewals or creating repeat agreements. The duplicate includes key details and tenant structure but does not copy uploaded documents.

  • Delete: Only users with admin rights may delete draft tenancies.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.