Viewing and Using Applicant Data

Once an applicant has completed the form, you will receive an email confirming.

Viewing the Data

To view the data, go to the applicant tab and select "view" from the actions button.

All data can be viewed and the headings can be clicked to reveal more (e.g. address history).

Viewing the data looks a little rudimentary at the moment! We are focusing on ensuring it's stable and working at the moment and will look to make it prettier in the future.

Generate a PDF

A PDF of the data can be generated and downloaded to your computer for safe storage using the button at the bottom of the view.

The PDF looks a little rudimentary at the moment! We are focusing on ensuring it's stable and working at the moment and will look to make it prettier in the future.

Create a Tenancy Assessment Report (Credit Check)

You can very quickly create a new reference for the applicant by adding a new reference and from the "add from applicants" dropdown, select the applicant you want (you can also search).

On selecting, all data will be populated into the fields.

As applicants is still in beta stage, please check the data has populated correctly before submitting for a reference!

Insert Into Tenancy Builder

You can quickly add the applicant details into a tenancy agreement being built with the Builder.

Add a new tenancy (or edit an existing one) and next to tenant details, select the record from the "add from applicants" dropdown. You can also search.

Once selected, all data will be added into the tenant fields.

The same happens on the guarantor page (if one).