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An application moves through the steps in its application configuration as your customers complete them. Most of the time it progresses on its own — this page covers the moments where your team needs to step in.

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Progressing an application

To move an application along yourself, open it and click Progress. Depending on the current step, you can:
  • Progress the application to the next step.
  • Skip current step to move straight past the current step. This is not available on a waitpoint or on the completion step.
  • Complete the application once it reaches the completion step. Completing an application creates the tenancy.
When the application is sitting on a waitpoint, the dialog also offers Email applicants. This is on by default and emails a link to any applicant who has something to do on the next step, such as making a payment, providing more information, or verifying their identity.
If your configuration’s completion step uses the Automatic behaviour, the application completes on its own as soon as it reaches that step. Use Manual when you want to review the application before the tenancy is created.

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Reviewing steps

The Steps section on the application page lists every step in the configuration alongside its status:
  • Pending: The step has not been completed yet.
  • Complete: The step’s requirements have been met.
  • Skipped: You moved the application past this step.
Waitpoints are shown using the name you gave them in the configuration, so it is clear what the application is waiting for.

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Reverting a step

If you skip a step by mistake, or your customer’s circumstances change, you can bring it back. Steps that can be reverted show a Revert action in the Steps section. To revert a step, follow these steps:
  1. Open the application and find the step in the Steps section.
  2. Click Revert next to the step.
  3. Confirm by clicking Revert in the dialog.
The application rolls back to that step and re-enters it, so it can be completed again. Reverting only affects the step you choose — every other step keeps its current status. You can revert:
  • Any step you have Skipped.
  • A completed Holding fee, Deposit, or Advance rent step whose payments are no longer fully covered, so the outstanding amount can be collected again. This is useful when you increase one of these payments after it has already been paid.
Reverting is only available while the application is still open. You cannot revert a step on a completed or cancelled application.

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Managing applicants

Each applicant card on the application page has its own actions:
  • Send link: Create a fresh link to the Application Portal. Turn on Send email to email it to the applicant, or copy the link and share it yourself.
  • Edit customer: Change the customer record behind the applicant, such as their legal name and contact details.
  • Update applicant: Change the applicant’s requirements, pre-qualification details, and pets. See Update an applicant.
  • Create reference: Start a reference for the applicant.
  • Add guarantor: Add a guarantor where one is required.
  • Mark paid: Record a payment taken outside of Yorlet. This appears while the application is on a Holding fee, Deposit, or Advance rent step, and satisfies that payment for the applicant.

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Cancelling an application

Once you have created an application, you have the ability to cancel it at any time. To cancel an application, click on the overflow menu (•••) and select Cancel. If you have collected application payments, you will need to decide whether to refund the customer their holding deposit, move-in payment, and deposit payment. Additionally, you will be required to specify a Reason for the cancellation. When dealing with a holding deposit related to the cancellation of an application, you will be prompted to choose from the following options:
  • Refund payment: The holding deposit will be refunded to the customer.
  • Recognize revenue: The holding deposit will be converted to revenue for your business.
When handling a move-in payment and/or deposit payment in relation to the cancellation of an application, you will be asked to choose from the following options:
  • No action: No action will be taken with the payment.
  • Refund payment: The payment will be refunded to the customer.
Please exercise caution when cancelling an application, as this action cannot be undone.
Applications created before application configurations were introduced follow a fixed sequence instead of your own steps. Those applications are moved along with Accept rather than Progress: you accept the application once the holding deposit has been paid, and countersign once the customer has signed the contract.