Introduction

Learn more about all LoftyWorks Lettings Application Management features in this section of the Help Centre: Lettings Application Detail Page Introduction (link).

In a Lettings Application, the People tab brings together all individuals involved in a rental application. This includes tenants, landlords, agents, and other related parties. It provides clarity around responsibilities and makes it easier to manage communication during the letting process.

Navigate to Lettings > Lettings Application and enter lettings application detail page by clicking property address, now the People tab is on left sidebar.

Summary

• Who Appears in People Automatically
• Understanding the People List
• Adding / Deleting People 
• Keeping People in Sync

Who Appears in People Automatically

When a Lettings Application is created, the system automatically adds key participants so you don’t have to start from scratch.

Contacts (Tenants and Landlords)

All tenants and landlords linked to the letting are automatically added to People. The first tenant and first landlord are marked as the Main Contact, indicated by an icon next to their name: 

If there is only one tenant or one landlord, they are automatically set as the Main Contact.

Agents

If the property linked to the letting has a Negotiator or Second Negotiator, and they are not the owner, they are also added to People automatically. Their role is clearly labelled so everyone can see their involvement.

Changes made later to the property’s negotiators do not affect existing Lettings Application records.

Understanding the People List

Each person in the list shows:

• Name (contractors also show their company name, if applicable)

• Role within the Lettings Application (non-main contact roles can be changed using the dropdown)

• Phone and Email (shown as “--” if unavailable)

• Actions: Call, Text, Email, Delete and Send Client Portal Invitation.

Multiple people can share the same role if needed.

Adding / Deleting People 

Adding People

Clicking Add People at top right corner opens a search panel where you can find existing people across your company, including contacts, agents, contractors, and contractor companies. You can search by name or email and select multiple people at once.

If no matching results are found, you can add a new Contact, Contractor, or Contractor Company directly from this place.

After selecting people, you’ll be asked to choose what role they are acting for in this lettings application. This step is required and supports multiple role selections.

Deleting People

Some safeguards are in place:

• The Main Contact cannot be deleted.

• You must always keep at least one tenant and one landlord.

• Other roles can be removed freely.

Keeping People in Sync

The People list and the Lettings Application details stay aligned:

• Adding or editing a tenant or landlord in People updates the Lettings Application details.

• Editing tenants or landlord in the Lettings Application updates People.

• Removing a tenant or landlord from People removes them from the Lettings Application, and vice versa.

• Changing who is marked as the Main Contact updates the display order everywhere.

  

This ensures the information is always consistent.

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.