When creating a lettings applicant in Street, it's important to remember the Single Source of Truth concept, whereby the 'person' attached to a lettings applicant card should only exist once however that person may have multiple lettings applicant cards setup. This ensures all applicant cards link back to a single person for an accurate data trail.

Company admins also have the option to set which fields are mandatory when creating an applicant to ensure all relevant data is captured and entered into Street. For more information, see our Mandatory Fields help article.

There are a few different ways of creating lettings applicants in Street, depending on how that applicant got in touch.

If a potential applicant calls or comes into the office to register you can do this using via Quick Add, clicking the + (plus) icon in the top right-hand corner of the screen > lettings applicant.

When a lettings enquiry is received via Street it will show up in the Enquiry Centre. From the enquiry you can click the 'create applicant' button.
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From a lettings enquiry you will see a 'create applicant' button at the top right that will take you to the create applicant workflow.

On the book a viewing page you will have the option to select or create an applicant. If you choose to create, you will be taken to the create applicant workflow.

If a person already exists in your system and has reached out with new interest in renting, you can go to their Person page and click the 'create applicant' option on the right hand side in the lettings applicant section.

From the create lettings applicant page you will either see the person already selected (when creating from an enquiry or person page) or will need to search for a person / add a new person if they don't already exist in your system (when creating from the quick add option or viewing).

The follow up (optional) box can be used to set a follow up Task for a set date, useful as a reminder to each out to the applicant for an update on their search, rental position etc. This task will be unassigned initially but can be assigned once the applicant is created.

Within basic requirements you can set their budget and their preferences such as bedroom, bathroom tenancy dates, furnishing and pets as well as areas they are interested.

Areas are setup in your company settings and allow you to outline where the applicant is looking to buy. For more information, see our Areas (Company Settings) help article.

Next up is the applicant's preferences. These sections, along with their budget, bedroom and bathroom preferences are used when generating their PerfectMatch as well as applicant and property matches so it's important this data is entered correctly and in as much detail as possible.

In the main property preferences section you will need to select what types and styles of property the applicant is and is not interested in, eg detached house, flat or bungalow, using the scale from won't consider to must have.

Within the detailed property preferences there are some additional options such as outside space, garage and parking space, new build, if the property requires work and land.

Finally the additional information section allows you to add any notes about the applicant (that will store on the activity stream), enter their lead source and who the applicant should be assigned to.