Start a renewal from an approved onboarding pack

Where to start
Properties Management → Requests & Applications → Onboarding workspace → approved pack → Renewal

Before you begin

Start with the existing property or case so the team keeps one connected history. Use tenant Edit and the existing onboarding within your authorised property scope.

Follow these steps

1. Find the household’s approved onboarding rather than starting an unrelated draft.
2. Check the agreement currently in force and choose Renewal.
3. Review the new renewal onboarding with the carried-over property and tenant details.
4. Keep the original and renewed histories connected and check the new agreement’s signing outcome.

If something does not look right

Give the team the property or case reference and the message shown. Check the saved outcome before attempting the action again.

Fields, rules and limits

• Renewal is a post-approval action and is unavailable before the pack is approved and locked. It starts a new renewal onboarding flow carrying the source onboarding, property and tenant context; it does not silently replace the signed agreement.

Questions and answers

What should I check before handing this over?

Make sure the property reference, saved outcome and next action are clear to the colleague taking over.

Should I start again if I do not see a confirmation?

Check the existing record first. It may already have saved, with only a later delivery or file-generation step still pending.

Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.

Useful next steps

• Review due compliance before extending an approved tenancy
• Terminate or reopen an onboarding application
• Troubleshoot a duplicate onboarding record

Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.