Real Estate Management — Public tenant applications and invites
Issue public application invitations, collect all applicant fields and consents, review decisions, revoke/archive and convert records.
Open Tenant Applications
Open Tenant ApplicationsReview submitted, approved, rejected and archived applications.Admin Area → Requests & Applications → Tenant Applications
Open guide →GuideFilter tenant applications
Filter tenant applicationsUse status, property and search filters.Admin Area → Requests & Applications → Tenant Applications
Open guide →GuideOpen a tenant application
Open a tenant applicationReview applicant, property, income, occupancy, consent and evidence data.Admin Area → Requests & Applications → Tenant Applications → open application
Open guide →GuideSend a tenant application invitation
Send a tenant application invitationChoose property, recipient name/email, invite mode and personal message.Admin Area → Requests & Applications → Tenant Applications → Send Invite
Open guide →GuideRevoke a tenant application invitation
Revoke a tenant application invitationInvalidate an unused invitation.Admin Area → Requests & Applications → Tenant Applications → open invite → Revoke
Open guide →GuideOpen the public application form
Open the public application formUse the tokenised link delivered by the invitation.Public invitation email/link → Apply
Open guide →GuideComplete applicant identity fields
Complete applicant identity fieldsEnter first/last name, email, phone, date of birth and nationality.Public Tenant Application → Applicant Details
Open guide →GuideComplete current address fields
Complete current address fieldsEnter address lines, city, postcode, country and years at address.Public Tenant Application → Current Address
Open guide →GuideComplete employment and income fields
Complete employment and income fieldsChoose employment status and enter employer, position and gross annual income.Public Tenant Application → Employment & Income
Open guide →GuideComplete previous-landlord fields
Complete previous-landlord fieldsEnter prior landlord name, email and phone when applicable.Public Tenant Application → Previous Landlord
Open guide →GuideChoose requested move-in date and term
Choose requested move-in date and termEnter requested_move_in_date and requested_term_months.Public Tenant Application → Tenancy Request
Open guide →GuideDeclare pets
Declare petsSet pets_requested and describe pets where required.Public Tenant Application → Household
Open guide →GuideDeclare smoker, benefits and children flags
Declare smoker, benefits and children flagsAnswer smoker_flag, benefits_recipient_flag and has_children_flag accurately.Public Tenant Application → Household
Open guide →GuideEnter number of occupants
Enter number of occupantsComplete number_of_occupants for the proposed tenancy.Public Tenant Application → Household
Open guide →GuideEnter the right-to-rent share code
Enter the right-to-rent share codeProvide right_to_rent_share_code when applicable.Public Tenant Application → Eligibility
Open guide →GuideAccept data-processing consent
Accept data-processing consentSelect consent_data_processing before submission when required.Public Tenant Application → Consents
Open guide →GuideAccept referencing and credit-check consents
Accept referencing and credit-check consentsSelect consent_referencing and consent_credit_check as applicable.Public Tenant Application → Consents
Open guide →GuideChoose marketing consent
Choose marketing consentSet consent_marketing independently of service/processing consent.Public Tenant Application → Consents
Open guide →GuideSubmit the public tenant application
Submit the public tenant applicationReview all fields and submit once.Public Tenant Application → Review → Submit Application
Open guide →GuideReview a submitted application
Review a submitted applicationOpen the review workspace and add review_notes.Admin Area → Requests & Applications → Tenant Applications → open application → Review
Open guide →GuideApprove a tenant application
Approve a tenant applicationSelect the supported approve decision and verify downstream client/onboarding options.Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Approve
Open guide →GuideReject a tenant application
Reject a tenant applicationSelect reject and provide a clear client_rejection_reason where required.Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Reject
Open guide →GuideArchive a tenant application
Archive a tenant applicationMove an application to archived when no longer active.Admin Area → Requests & Applications → Tenant Applications → Archive
Open guide →GuideConvert an approved application into the next workflow
Convert an approved application into the next workflowUse the supported approval bridge/onboarding action from the application workspace.Admin Area → Requests & Applications → Tenant Applications → approved application
Open guide →GuideUnderstand public application options
Understand public application optionsReview invite TTL, retention, public enablement, jurisdiction, deposit and e-sign defaults.Admin Area → Settings → General Settings / Tenant Onboarding configuration
Open guide →GuideConfigure privacy and terms URLs
Configure privacy and terms URLsSet the public links displayed with consent text when supported.Admin Area → Settings → General Settings → Application Privacy/Terms URLs
Open guide →GuideTroubleshoot an invalid or expired application link
Troubleshoot an invalid or expired application linkCheck token, invite state, TTL, public-enable option and application status.Public application link and Admin Area → Tenant Applications
Open guide →GuideTroubleshoot a duplicate or incomplete application
Troubleshoot a duplicate or incomplete applicationCheck invitation/application linkage, required fields, CSRF and prior submission state.Admin Area → Requests & Applications → Tenant Applications
Open guide →