Before you can begin proceeding with a lettings application, you must first accept the lettings offer. For help on this, see our Accepting a Lettings Offer help article here.

From the Applications tab on the left side panel you can access the lettings applications table. This table gives a full breakdown of all lettings applications, along with their move in date and progress.

This table can be filtered by move in date, service level, assignee and more. By default, it will not include completed or cancelled applications to help keep things organised, however, they can be included by checking the toggles in the filter section. The table can also be exported to CSV by clicking the export to CSV button at the top right.

Once an offer has been accepted, a Lettings Application will automatically be created and will appear on screen. However, you can also navigate to the application from the property page in a new 'Ongoing Lettings Application' card.

The lettings application stage works like a granular checklist, with several tiles where you can mark off the key tasks as well as ensure information such as tenancy details, guarantor and deposit are correct. We recommend working through this checklist to ensure all milestones are checked off before the tenant moves in.

Each tile can be clicked into to open a pop-up, allowing you to enter the relevant details as well as a notes section where you can add any internal notes for your team. Most tiles also have a skip checkbox at the top right, allowing you to skip it should this information not be needed. Once a tile has been completed, you will see a 'green tick and Complete' banner appear.

Here you can add the amount requested as well as the date received. If you manage your client accounting in Street, and have a role with the permission 'Allow this user to manage client accounting' enabled, this would also be the place in which you can mark money received as the holding deposit. For more information on this see this help article.

The right to rent tile is a mandatory tile and must be completed before you can create a tenancy. It allows you to enter the required right to rent check details for each applicant on the application, including their right to reside status, who checked it, expiry date if necessary, and upload documentation, ensuring everything stays compliant. For more information, see our Right to Rent help article.

The referencing tile allows you to mark the form as sent to the applicant and add the outcome. If passed with a guarantor, you will need to add the guarantor as a person in your system. If failed, you have the option of marking the application as unsuccessful or can choose proceed with the application.

The tenancy agreement is the only other tile that must be completed to create the tenancy. Here you can add the key tenancy details including permitted occupiers, relevant people (for example a tenant's parents), start and end date, rent amount, deposit information, service level and management fee.

If you manage your client accounting in Street, and have a role with the permission 'Allow this user to manage client accounting' enabled, you can also create a recurring rent charge for the tenancy.

The next step here is to handle the tenancy agreement document. If you use Street for your document generation, you can click Generate Agreement to create the document, selecting from one of your document templates. Additionally, if you use our Xodo E-Sign integration, you can also send the document to the landlord and applicants to be signed digitally. If you process the agreement externally to Street, you can just click 'Mark as Sent' to check this off.

Finally, if you generated an e-signature document, you can view the status of the signatures here and resend the document if needed. If you used the 'Mark as Sent' option, you can simply upload your document and mark the form as received.

From the safety certificates tile you can see a list of all required certificates, as marked during the property onboarding. If any are missing you can create a maintenance job to instruct a contractor or simply upload the file.

If you manage your client accounting in Street, and have a role with the permission 'Allow this user to manage client accounting' enabled, you will see the charges tile. This can be used to quickly add the upfront instruction fee to the owner ledger and add any additional fees you need to charge. For more information, see our Default Owner Charges help article. Additionally, if you've setup default charge settings, you'll see the amount and description show when adding these charges.

Any charges here will be added to the owner ledger, ready for allocation when rent comes in.

From the utilities tile you can add any meter readings prior to the tenants move in including electric, gas and water. You can also mark when you notified the council about the tenants moving in.

Within the deposit tile you add the relevant details regarding the deposit, including the amount and date paid, the scheme and certificate code and upload the certificate file.

From the inventory tile you can book a date and time for the inventory, as well as who will be attending the appointment. This will then show in your calendar as an inventory event. You can then mark the the inventory as sent and upload the relevant document.

Finally you have the Move In tile, which will most likely be your final action on the application, where you can book a date and time for the key collection. This will then show in your calendar as a move in event. You can then mark the keys as given to the tenant and add any details of the handover.

At any point of the application you have the ability to mark the property as Let Agreed via the manage button at the top right. This will update the status in both Street and the portals so should only be used when you are ready, typically after the holding deposit has been received.

Once the property is marked as Let Agreed, you can go back to manage and mark the property as Let. Typically you would only do this at the end of the application stage, when each of the tiles have been checked off and you're ready to proceed.

Should you need to cancel an application, for example if the applicant withdraws their offer, this can also be done via the manage button.

When you are ready and all actions have been completed, you can click the 'Create Tenancy' button from the banner at the top of the application page.

With the tenancy created and the property marked as Let, the final and important step is to complete the application. You can do this from the manage button at the top right > complete application.

You will then see a popup to choose whether to archive any listings on the property and whether to update the tenant's correspondence address to the property address.

Archiving the lettings listing is an important step as it will remove the listing that links to this application and tenancy. This ensures the status will display correctly as Let in Street and ensures when you re-market the property you can create a brand new listing for the portals.

Updating the tenant's correspondence address will change the address on their person page to that property's address and is typically useful to ensure your data remains accurate.

That's it! The application is complete and the tenancy is created!