Application management for letting agents
Manage letting applications, verify identity and income documents, and progress tenancy paperwork in one workflow. Give your team a clear view of what has been submitted and what still needs review.
From application to the right reviewer
Create application forms tailored to your scheme requirements. Define eligibility criteria, collect the required information and route cases through the relevant review and approval steps.
- Application management
- Keep each submission, its status and the supporting evidence together.
- Eligibility criteria
- Apply configured rules and identify cases needing further assessment. Keep reviewer judgement connected to the rule result.
- Applicant communications
- Use status updates and document requests to make the next action clear to the applicant.
Review identity and income evidence
Document verification supports the letting team’s review. Keep the supplied file, available check results and requests for replacement evidence connected to the application.
A document result does not itself decide whether an applicant meets the scheme’s eligibility criteria.
Progress tenancy paperwork and retain the record
Follow approval stages and signing status as the application progresses to a tenancy agreement. Keep request and completion records alongside the application history.
Audit trails and reporting connect evidence, communications and decisions, so the next team member can understand what happened.