Applications & allocations.
Configure the form, collect the evidence and manage the application through review, approvals and a recorded outcome. Give applicants a clear route through the process and teams one place to manage the work.
Configure the form around the process.
Digital application forms collect the information your team needs, from any device. Tailor questions and evidence requirements to the scheme or workflow.
Conditional questions let the application follow the person’s answers. Supporting documents stay with the submission, ready for review.
- Configurable forms
- Set up structured questions for the information you need to collect.
- Conditional questions
- Show relevant follow-up questions and document requests based on the answers supplied.
- Document upload & management
- Collect supporting files, check completeness and request additional evidence within the application.
From submission to outcome.
Keep review steps, approvals and communications with the application. Teams can follow the status and see what needs attention next.
Submit
The applicant completes the form and uploads supporting documents. Completeness checks flag missing information.
Review
Review the submission and supporting evidence from the central application dashboard. Follow up where more information is needed.
Assess & approve
Assess the application against the configured criteria and take it through the required approval stages.
Record & communicate
Record the decision, update the application status and communicate the outcome and next steps.
One application record for the team.
- Central application dashboard
- Manage submissions, track their status and coordinate the review from one place.
- Eligibility assessment
- Assess applicants against scheme-specific criteria in a consistent, structured workflow.
- Communications
- Keep requests for information and applicant communications connected to the application.
- Audit trails & reporting
- Retain the evidence, reviewer actions and decision record to support operational oversight and governance.
From housing application to allocation.
For housing providers in Ireland, the workflow continues through eligibility assessment, shortlisting and allocation.
Where a scheme is oversubscribed, lottery-based allocation supports a record of participation and outcomes. Keep the allocation decision and its rationale with the application.
- Screening & shortlisting
- Assess submitted applications against scheme criteria and shortlist eligible applicants for allocation or a lottery process.
- Lottery-based allocation
- Run the allocation process with records of participation and outcomes.
- Allocation decision
- Record the allocation, supporting evidence and decision rationale.
- Applicant notified
- Communicate the outcome with clear next steps for successful applicants.