Tenancy Renewal Case Management

To Learn More About Tenancy Renewal Case Management

What is Tenancy Renewal Case Management?

A Tenancy Renewal case covers the review and renewal of fixed-term social or affordable tenancies — flexible tenancies under the Localism Act 2011, assured shorthold tenancies, starter / introductory tenancies approaching their anniversary, and Folio / intermediate tenancies. Landlords must evidence the review, consider under-occupation, ASB, arrears and suitability, and serve the correct statutory notice (e.g. Section 21 alternatives under the Renters (Reform) Bill framework) where renewal is refused.

Tenancy Renewal — End-to-End Workflow

  1. Logged — renewal trigger (fixed-term expiry or review date) captured into one Tenancy Renewal case on Propsys360.
  2. Acknowledged — tenant acknowledged with timescale and review criteria.
  3. Investigated — conduct, arrears, ASB, under-occupation, household change and suitability reviewed; rent-setting refreshed.
  4. Actioned — renewal offer issued, new tenancy signed, or non-renewal decided with correct statutory notice and appeal route.
  5. Resolved — new tenancy live, rent and contact records updated, or possession route started; appeal processed.
  6. Closed and learned — case closed with review evidence; renewal and refusal patterns feed allocation and tenancy strategy.

Tenancy Renewal Case Management in Propsys360

  1. One record, one version of the truth — every Tenancy Renewal case lives in a single record in the Propsys360 Case Management module, built on Microsoft Dynamics 365, replacing parallel spreadsheets, shared inboxes and chased email threads
  2. Linked to the Case Management ecosystem — Tenancy Management for the new tenancy, Income for arrears review, ASB for conduct, and Lettings for reallocation on refusal — so the tenancy renewal context is visible without hunting across systems
  3. Stage-driven workflow — tenancy reviewed, renewed, refused or reallocated on a defensible, statutory basis — with due dates, reminders and automated escalation when timescales slip
  4. Every interaction on one timeline — calls, emails, SMS, portal messages, site visits, photos and documents attached to the same case record
  5. Reporting and oversight — live dashboards by team, patch, officer and case age; regulator-ready evidence on demand for the Regulator of Social Housing and Housing Ombudsman
  6. Resident-facing self-service — residents can raise, update and track their tenancy renewal case through the Customer Portal, cutting inbound calls and speeding resolution
  7. Microsoft-native and secure — single sign-on, role-based access, UK-hosted data, full audit trail; works where your teams already work, in Outlook, Teams and the Dynamics 365 app

Teams Helped by Tenancy Renewal Case Management

Contact Centre / Customer Service Advisor — explains the renewal review with confidence and the tenant knows exactly what evidence is needed.

Housing Officer / Tenancy Management — sees renewals due on patch and can intervene on arrears or ASB before renewal triggers a refusal.

Tenancy Strategy / Specialist — runs the review, renewal and non-renewal decision on one record — correct notices, correct appeal route, correct rent set.

Team Leader / Service Manager — dashboards show open tenancy renewal cases by age, stage and patch, so escalations are surfaced early and evidence is ready for monthly performance packs and regulator submissions.

Head of Housing / Director — one trusted data source across tenancy renewal and the wider Case Management ecosystem, giving board-level assurance that statutory timescales, resident outcomes and compliance duties are being met.

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