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GDPR Data processing modelRental management

Organisation: PrivateSector: Real estate
This processing model relates to the management of the pre-contractualization, conclusion of the lease contract, management of the progress of the contract and the end of the contract as well as proposals for rentals that correspond to the criteria sought and proposals for similar properties

Purposes (6)

A purpose is the objective pursued by the setting up of your file. It indicates what the processing of personal data will be used for, its purpose. This purpose must be clear and understandable

1
management of pre-contracting / conclusion of lease contract
organization of visits, assessment of solvency, conclusion of the lease and its appendices...
Contract
2
Contract progress management
Follow-up of rent, service charge and security deposit payments / Management of property occupancy / Verification of insurance cover / Management of unpaid rent insurance
Contract
3
Aggregation of data for rental market statistics
Production of aggregated, anonymised rent statistics, for example for internal market analysis or voluntary contributions to official private rental market statistics.
Legitimate interest
Art. 6(1)(f) UK GDPR - legitimate interests. There is no general statutory obligation in the UK for landlords or letting agents to transmit rent data. Data should be anonymised before aggregation or transmission.
4
contract termination management
Termination of the tenancy, including the departure of a joint tenant and, where agreed, the release of a joint tenant or guarantor from joint and several liability.
Contract
5
Rental proposals that match the search criteria
Analysis of property criteria sought by potential tenants for the purpose of sending rental proposals
Contract
6
Proposals for similar properties
Sending proposals for rentals similar to the property in which the person concerned has expressed an interest
Legitimate interest
necessary for the business activity, provided that the data subject may object at any time

Data categories (6)

Personal data is any information relating to an identified or identifiable natural person. A natural person can be identified either directly (eg surname and first name) or indirectly (eg phone number, social security number, email or postal address, but also voice or image)

coordinates customer looking for housing

Data details


Search criteria

Definition

location, rent, surface, etc.

required
Name and surnamerequired
Telephone numberrequired
Emailrequired

Data conservation rules

Active base:

3 years from the last contact of the prospective tenant with the organisation. No statutory period; the controller should set the period based on how long a housing search usually remains active.

current information on individuals, not relevant at this stage to collect data on personal situation (pro or financial situation).

Destruction

Lease conclusion

Data details


Identity of spouse

Definition

Identity of the tenant's spouse or civil partner, where they are a joint tenant or have rights in the home.

required
Insurance certificaterequired
National Insurance number (NINo)required
Email address

Archiving policy

Subject to consent

required
Bank detailsrequired

Data conservation rules

Active base:

Contractual term until tenant's accounts are closed

Limitation Act 1980, ss.5 and 8

Intermediate archiving:

6 years after the end of the tenancy and the closure of the tenant's account (Limitation Act 1980, s.5 - actions founded on simple contract); 12 years where the tenancy agreement was executed as a deed (Limitation Act 1980, s.8 - actions on a specialty).

Destruction

Solvency assessment

Data details


Ressourcesrequired
Professional situationrequired
Postal Addressrequired
Name and surnamerequired

Data conservation rules

Active base:

Unsuccessful applicants: 3 months after the decision on the application. Successful applicants: only the documents needed for the tenancy are kept, for its duration. No statutory period for referencing data; the controller should set it based on the time needed to handle any query on the decision. In England, copies of right to rent checks are kept for the duration of the tenancy and for one year after it ends, then securely destroyed (Home Office code of practice on the right to rent scheme).

Home Office code of practice on the right to rent scheme

Destruction

Joint tenant departure / release from joint and several liability

Data details


criminal conviction for acts of violence

Definition

Evidence that the tenant, or a child who normally lives with them, has been a victim of violence, used only where the tenant asks to end or transfer the tenancy for that reason.

optionalsensitive data
Court protection order (e.g. non-molestation or occupation order)optionalsensitive data

Data conservation rules

Active base:

Data relating to a joint tenant's request to leave the tenancy or to be released from joint and several liability are kept until the landlord or agent has dealt with the request (surrender, variation or deed of release). Longer retention is possible only where needed as evidence or to meet a legal obligation, within the limitation periods (Limitation Act 1980).

within the limitation periods (Limitation Act 1980

Destruction

tenant renting

Data details


Insurance certificaterequired
National Insurance number (NINo)optional
Emailoptional
Bank detailsrequired

Data conservation rules

Active base:

contract duration

Limitation Act 1980, ss.5 and 8

Intermediate archiving:

6 years after the end of the tenancy (Limitation Act 1980, s.5); 12 years where the tenancy agreement was executed as a deed (Limitation Act 1980, s.8).

Destruction

lease termination or expiration

Data details


état des lieux de sortieoptional
notice

Definition

If the tenant asks to end the tenancy early or with a shorter notice period, the organisation may consult the supporting evidence the tenant provides (for example a change of job, a health condition requiring a move, or an offer of social housing), only as needed to assess the request.

required

Data conservation rules

Active base:

At the end of the tenancy, data are kept until the final account is settled (rent arrears, deductions and return of the deposit through the tenancy deposit protection scheme - Housing Act 2004, s.213). Longer retention only where needed as evidence or to meet a legal obligation.

Housing Act 2004, s.213; Limitation Act 1980, s.5

Intermediate archiving:

If the management agreement ends, the letting agent hands over the tenancy files to the landlord or the new agent. It may keep a copy of the documents needed to defend itself against claims for 6 years after the end of the agreement (Limitation Act 1980, s.5).

Destruction

Data subject (3)

A data subject is any person whose data is collected, retained or processed by the data processing. e.g. In a recruitement process, any candidate for a position proposed in recruitement management process

  • Other
  • Customers
  • Former customers

Created at:07/08/2023

Updated on:10/05/2026

License: © Creative commons :
Attribution / Pas d'utilisation commerciale
CC-BY-NC AttributionPas d'utilisation commerciale

Nb using:0


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