Before you begin
- Use the correct application and unit, with access appropriate to leasing work.
- Know the evidence and review criteria used by your organization.
- Allow time to obtain missing documents, references or a face-to-face meeting before deciding.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Keep the evidence and reasoning behind a letting decision together.
What the workflow coordinates
The interface displays income-to-rent context, document indicators, check states and decision controls within one application record.
What people review
Staff verify evidence, conduct meetings, interpret the score and make the tenancy decision; the interface explicitly says the score is only an aid.
Find the application in its current stage
Open Applications and filter by applicant, building, submission dates or status. Open the intended card and check its application reference and unit so another household’s evidence is not used by mistake.
The application reference, applicant and unit are the ones you intend to review.
The application reference, applicant and unit are the ones you intend to review.
Read the applicant and household context
Compare asking rent, monthly income, income-to-rent ratio, household size and desired move-in date. Read employment, moving reason and any guarantor details together rather than deciding from the score alone.
The reviewer understands the household and its proposed tenancy context.
The reviewer understands the household and its proposed tenancy context.
Inspect the evidence checklist
Read the required document names and the indicators beside each submission. Check the actual information required for the review, and use Request info when a missing or unclear item needs the applicant’s attention.
Outstanding evidence is identified explicitly rather than hidden by a headline score.
Outstanding evidence is identified explicitly rather than hidden by a headline score.
Record check statuses carefully
Use Pass, Concern, Fail or Pending for the displayed identity, income, reference and guarantor checks. Keep a check Pending when it has not been completed, and use the screening score as a staff aid rather than evidence that an external check occurred.
Each check reflects what the reviewer actually knows at this point.
Each check reflects what the reviewer actually knows at this point.
Add meeting and internal notes
Enter the meeting date, the staff member who met the applicant and practical impressions, then use Save meeting notes. Add an internal note for unresolved questions or handover context, keeping factual observations clear enough for the next reviewer to understand.
The record identifies who reviewed the applicant and what still needs attention.
The record identifies who reviewed the applicant and what still needs attention.
Choose the appropriate staff action
Review the evidence, pending checks and notes before choosing Request info, Approve, Reject or Withdraw. Read any confirmation shown by the action and check the resulting application state before starting tenancy preparation.
The recorded decision or request for information matches the review that was performed.
The recorded decision or request for information matches the review that was performed.
What you should have at the end
The application has a documented staff assessment, with missing information kept visible and a deliberate next action selected through the available controls.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
- The review records the staff-facing UI. No applicant approval, rejection, automated eligibility decision or external check was performed.
Useful answers
Does a high screening score approve the applicant?+
The screen says the score is only an aid and staff decide. It also shows separate pending checks and decision controls, so the score is not a substitute for reviewing evidence.
Are the notes shown to the applicant?+
The meeting and internal-note sections say they are never shown to applicants. Use these areas for the office review, and check document visibility separately when preparing information for the applicant.
What should I do with an unfinished landlord reference?+
Keep the reference Pending and record what is outstanding. Use Request info or an appropriate staff follow-up before treating the review as complete.