Licence Applications
Manage consultant-led landlord licence applications from authenticated submission through documents, authority workflow, inspection, issue, portal updates and audit evidence.
Browse Licence Applications by workflow
Start with the area that matches the actual menu, payment, case, portal action or issue in the CRM.
Setup, access and permissions
Install the module, assign its four staff capabilities and reach the staff and authenticated client workspaces.
Register, stages, KPIs and search
Use the administrator register, five-stage strip, operational counters and browser-side search.
Create and edit licence cases
Complete every staff case field, understand generated references and separate case editing from status movement.
Status workflow and timeline
Move cases through all 19 installed statuses with the exact landlord-action and final-state effects.
Administrator documents
Upload, classify, store and download staff-added case documents under the module’s actual validation rules.
Client portal application
Submit every field in the authenticated client application form and understand the generated summary and timeline.
Client case, timeline and documents
Review owned cases, visible timeline entries and landlord-visible documents, and upload/download securely.
Notifications and audit evidence
Understand recipients, subjects, links, send outcomes and every recorded audit event.
Property and Compliance Monitor integration
Link detected property records, use the Compliance Monitor shortcut and understand the unexposed certificate-sync model capability.
Deletion, storage and security
Apply soft deletion, file protections, ownership checks and data-retention controls.
Troubleshooting, limitations and technical reference
Diagnose route, email, property, file and status issues and understand exactly what the supplied module does not implement.