Update an applicant

Applicants are managed from the application page. Each applicant has their own card showing their details, payments, and requirements, and each card has its own actions — so you can change one applicant without affecting the others or the application itself.

​

Share of rent

The share of rent decides how much of the rent each applicant is responsible for. It is set when you create the application, and you can change it afterwards — for example, moving a tenancy from one applicant paying 100% to two applicants paying 50% each. To change the share of rent, open the application, click the overflow menu (•••), and select Edit share of rent. You can also reach the same form from the Edit link next to Share of rent on an applicant’s card, or from the Share of rent section of the Update form. For each applicant you can:

• Set their Share of rent as a percentage. The combined share of all applicants must total 100% before you can save.
• Mark them as the Lead tenant. Only one applicant can be the lead tenant, so turn it off for the current lead before assigning it to somebody else.
• Mark them as a Permitted occupier. Permitted occupiers live in the property but do not contribute to the rent, so their share is fixed at 0%.
• Toggle Require guarantor if that applicant needs a guarantor.

Use Split equally to divide the rent evenly between everyone who is not a permitted occupier. This is the quickest way to move from 100% on the lead tenant to an even split.

​

When you can change the share of rent

You can change the share of rent while the application is open, up until the contract has been generated. Once the contract exists, the split is fixed for the tenancy. The share of rent also cannot be changed while a partial payment is configured on the application, because a partial payment is collected from a single applicant. Remove the partial payment from the Update form first, then change the share.

​

Update an applicant’s details

To change an applicant’s requirements or the information they have given you, open the overflow menu (•••) on their card and select Update applicant. From here you can set:

• Require guarantor: When enabled, the applicant must submit guarantor details during their application. Once a guarantor has been added this can no longer be turned off — remove the guarantor first.
• Pre-qualification: The applicant’s Nationality, and their Company name, Role, and Gross annual salary for affordability. Your customers can provide these themselves in the Application Portal, so use this to correct or complete what they have submitted.
• Pets: Click Add pet to record an animal, then set its Type, and optionally its Name and Age. Remove a pet with the bin icon.

​

What each applicant card shows

Alongside the actions, an applicant’s card summarises where they have got to:

• Customer, Legal name, and Phone: The customer record behind the applicant. Use Edit customer from the overflow menu (•••) to change these.
• Share of rent and Guarantor: Their share, and whether a guarantor is required, added, or not needed.
• Pre-qualification: Click View to see the nationality and affordability details they submitted.
• ToS and Rent method: Whether they have accepted your terms and provided a payment method for rent.
• Holding deposit, Deposit, and Move-in payment: Whether each payment is required and whether it has been paid.
• Pets: Any animals recorded against the applicant.

While the application is open you can also expand Customer balance to review the applicant’s balance transactions and click Adjust balance to correct it.