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.
01Open Tenant ApplicationsReview submitted, approved, rejected and archived applications.Admin Area → Requests & Applications → Tenant Applications02Filter tenant applicationsUse status, property and search filters.Admin Area → Requests & Applications → Tenant Applications03Open a tenant applicationReview applicant, property, income, occupancy, consent and evidence data.Admin Area → Requests & Applications → Tenant Applications → open application04Send a tenant application invitationChoose property, recipient name/email, invite mode and personal message.Admin Area → Requests & Applications → Tenant Applications → Send Invite05Revoke a tenant application invitationInvalidate an unused invitation.Admin Area → Requests & Applications → Tenant Applications → open invite → Revoke06Open the public application formUse the tokenised link delivered by the invitation.Public invitation email/link → Apply07Complete applicant identity fieldsEnter first/last name, email, phone, date of birth and nationality.Public Tenant Application → Applicant Details08Complete current address fieldsEnter address lines, city, postcode, country and years at address.Public Tenant Application → Current Address09Complete employment and income fieldsChoose employment status and enter employer, position and gross annual income.Public Tenant Application → Employment & Income10Complete previous-landlord fieldsEnter prior landlord name, email and phone when applicable.Public Tenant Application → Previous Landlord11Choose requested move-in date and termEnter requested_move_in_date and requested_term_months.Public Tenant Application → Tenancy Request12Declare petsSet pets_requested and describe pets where required.Public Tenant Application → Household13Declare smoker, benefits and children flagsAnswer smoker_flag, benefits_recipient_flag and has_children_flag accurately.Public Tenant Application → Household14Enter number of occupantsComplete number_of_occupants for the proposed tenancy.Public Tenant Application → Household15Enter the right-to-rent share codeProvide right_to_rent_share_code when applicable.Public Tenant Application → Eligibility16Accept data-processing consentSelect consent_data_processing before submission when required.Public Tenant Application → Consents17Accept referencing and credit-check consentsSelect consent_referencing and consent_credit_check as applicable.Public Tenant Application → Consents18Choose marketing consentSet consent_marketing independently of service/processing consent.Public Tenant Application → Consents19Submit the public tenant applicationReview all fields and submit once.Public Tenant Application → Review → Submit Application20Review a submitted applicationOpen the review workspace and add review_notes.Admin Area → Requests & Applications → Tenant Applications → open application → Review21Approve a tenant applicationSelect the supported approve decision and verify downstream client/onboarding options.Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Approve22Reject a tenant applicationSelect reject and provide a clear client_rejection_reason where required.Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Reject23Archive a tenant applicationMove an application to archived when no longer active.Admin Area → Requests & Applications → Tenant Applications → Archive24Convert an approved application into the next workflowUse the supported approval bridge/onboarding action from the application workspace.Admin Area → Requests & Applications → Tenant Applications → approved application25Understand public application optionsReview invite TTL, retention, public enablement, jurisdiction, deposit and e-sign defaults.Admin Area → Settings → General Settings / Tenant Onboarding configuration26Configure privacy and terms URLsSet the public links displayed with consent text when supported.Admin Area → Settings → General Settings → Application Privacy/Terms URLs27Troubleshoot an invalid or expired application linkCheck token, invite state, TTL, public-enable option and application status.Public application link and Admin Area → Tenant Applications28Troubleshoot a duplicate or incomplete applicationCheck invitation/application linkage, required fields, CSRF and prior submission state.Admin Area → Requests & Applications → Tenant Applications