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GRL Help Docs
  • Introduction - Tenancy Builder 3
  • Quick Start - Tenancy Builder 3
  • Credits
  • Profiles
    • Create and Use Profiles
    • Copy, Edit or Delete a Profile
  • Tenancies
  • Create a New Agreement
  • Fields
    • 1 - Tenancy details
    • 2 - Tenant details
    • 3 - Utilities
    • 4 - Guarantor
    • 5 - Documents
    • 6 - Other Matters and Signers
  • Blank Agreement
  • Edit an Agreement
  • Draft Agreement
  • Download an Agreement
  • Duplicate an Agreement
  • Delete an Agreement
  • Digital Signing
  • Other Forms
    • What is Other Forms?
    • Possession Notices
    • Rent Increase (Section 13)
    • Edit a Form
    • Delete a Form
    • Download a Form
  • Referencing (Tenancy Assessment Report)
    • What is Referencing (Tenancy Assessment Report)?
    • New Report
    • Download a Report
    • Duplicate a Report
    • Delete a Report
  • Inventory (Schedule of Condition)
    • Inventory - Quick Start
    • Add or Edit Template
    • Add or Edit Tenancy to Inventory
    • Add or Edit Activity (Reports)
    • Send Inventory for Signature
    • Handle Check Out and Compare Reports
  • Applicants
    • What is Applicants?
    • Add New Applicant
    • Testing the Application Form
    • Viewing and Using Applicant Data
    • Landlord Reference from Applicant Data
    • Edit or Delete an Applicant
  • Troubleshooting
    • When Trying to Build, Not Seeing the Save and Build Dropdown
    • Check Status Page
    • Can I Remove Grounds 1 and 2 From Agreement?
    • Email Didn't Arrive
    • Login Troubles
    • Agreement Failed (or Hangs In Progress)
    • Wrong Email Address in Digital Signing.
    • Submit Button Won't Work
    • Agreement Not Showing in Tenancies List
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On this page
  • Viewing the Data
  • Application Progress
  • Generate a PDF
  • Create a Tenancy Assessment Report (Credit Check)
  • Insert Into Tenancy Builder
  • Home Office Share Code
  • Landlord Reference

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  1. Applicants

Viewing and Using Applicant Data

PreviousTesting the Application FormNextLandlord Reference from Applicant Data

Last updated 3 years ago

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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).

Application Progress

At the top you can see "application progress".

This allows you to track what stage of the referencing you are at (if you're anything like me, I always loose where I am in the process).

Each option can be altered by using the dropdown and clicking the tick button to save.

Non of the options are automated at this stage. You will need to manually keep them up to date.

You can also tick the boxes if a holding deposit has been paid and the application success/failure notifications have been sent (we don't provide those, it's just for you to track).

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)

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.

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

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

Home Office Share Code

Landlord Reference

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

(or ) and next to tenant details, select the record from the "add from applicants" dropdown. You can also search.

In the uploads section of the application form, the applicant is able to provide a Home Office Share Code. This code can be seen under the uploads/right to rent section when viewing an applicant and

To quickly request a landlord reference from the data, .

adding a new reference
Add a new tenancy
edit an existing one
please see here for more information about using the code.
see the next section