Adding an existing tenancy to your Portfolio account
To get started, click the Tenancies tab which will appear on the left-hand side of the screen.
If you are on a mobile device, you will need to click the three lines, first:
Next, click ‘Add tenancy’, which is in the top right-hand corner:
This will prompt the following sidebar to appear:
Simply fill in all of the fields - the tenants information and the AST file is optional.
After you have pressed ‘Confirm’, the agreement will appear on the tenancies tab and will appear as ‘Active’, if the tenancy is currently underway.
If you do need to amend any information, you can always click the three dots:
Additional information:
Your tenancy will automatically become ‘Rolling monthly’, after midnight the day after the end of the fixed term date has passed.
However, if you need to renew the tenancy, click ‘Renew’ which will populate the new AST that will be ready for you to fill out.
Related links -
- Assured Shorthold Tenancy Agreement - England
- Renting Homes Wales Occupation Contracts
- What ASTs are available to members on Portfolio
- Written Statement of contract
- How do I set up a tenancy on Portfolio?
- What is a permitted occupier?
- I already have a tenant in the property, can I still use Portfolio?
Last reviewed 13th January 2025