What Add Income Source does in Proplix
Add Income Source is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to add a distinct income source to the applicant's financial record. It keeps the source, type and financial detail against the applicant and property context that gives it meaning.
Within the wider Income & Affordability workflow, Add Income Source supports structured income information and supporting evidence used during affordability review and should lead towards multiple income sources remain modular and reviewable without rebuilding the same information from public forms, inboxes or spreadsheets.
Why this capability matters before tenancy onboarding
Add Income Source matters because another relevant income stream needs to be captured. If the source, type and financial detail is scattered across separate records, the next colleague may have to work out which applicant, property and version is current before acting.
A structured Add Income Source record supports multiple income sources remain modular and reviewable while reducing the risk that figures are misunderstood because the source, period or evidence is unclear, or several income streams are flattened into a single unexplained total and keeping human review, privacy controls and the organisation's fair decision process intact.
Where Add Income Source adds operational value
For Add Income Source, this section focuses on add a distinct income source to the applicant's financial record while keeping the applicant and property context visible.
The point in the journey
Another relevant income stream needs to be captured. Add Income Source gives that moment a defined place so the applicant and property relationship does not get lost.
The outcome to protect
Multiple income sources remain modular and reviewable. Keep the source, type and financial detail connected to the application so the authorised next action is clear without reconstructing the record from separate sources.
How Add Income Source fits into the workflow
The exact screen and permission path for Add Income Source depends on the user's role, but the applicant, property and application context should remain connected throughout.
- 01
Open the right applicant context
Add Income Source should begin from the applicant, property or application record involved when another relevant income stream needs to be captured. Starting there keeps the source, type and financial detail anchored to the correct pre-tenancy journey.
- 02
Capture the financial context clearly
With Add Income Source, record the source, type and financial detail together with the source or period detail needed to understand it. Evidence should stay attached to the application context that supports multiple income sources remain modular and reviewable.
- 03
Make the record understandable
An authorised colleague reviewing Add Income Source should be able to see what the source, type and financial detail means and how it relates to multiple income sources remain modular and reviewable without rebuilding the story from another system.
- 04
Review affordability evidence proportionately
For Add Income Source, check whether the source, type and financial detail is complete enough for the organisation's defined affordability process. Proplix organises that context; the authorised reviewer decides what assessment is required for multiple income sources remain modular and reviewable.
- 05
Hand off deliberately
If Add Income Source reaches its intended outcome — multiple income sources remain modular and reviewable — carry forward the applicant and property context needed by the next authorised stage instead of copying the whole application into another uncontrolled record.
What Add Income Source helps the team control
Connected applicant context
Add Income Source keeps the source, type and financial detail attached to the applicant and property context in which it is needed.
Structured information
Instead of leaving the source, type and financial detail in free-form messages, Add Income Source gives it a repeatable structure that supports add a distinct income source to the applicant's financial record.
Source-aware figures
Within Add Income Source, the source, type and financial detail stays associated with its source and period context so an authorised reviewer can interpret it correctly when working towards multiple income sources remain modular and reviewable.
Workflow continuity
Add Income Source can carry the context needed for multiple income sources remain modular and reviewable into the next authorised stage without asking for the same facts again.
What Add Income Source looks like in practice
Consider a case where another relevant income stream needs to be captured. The applicant or authorised team member uses Add Income Source from the relevant property or application context, so the source, type and financial detail is captured against the record that will actually be reviewed.
A second authorised colleague can see what was provided, identify missing detail and, if the case progresses, hand only the context needed for multiple income sources remain modular and reviewable into the next authorised stage.
How to introduce Add Income Source into a live applicant workflow
For Add Income Source, implementation should keep information proportionate to its purpose, clearly owned and dependable through corrections, exceptions and handoffs.
Give Add Income Source a clear owner before rollout. Decide who is responsible for the source, type and financial detail, which values are applicant-supplied and which authorised staff may amend or review them.
Keep Add Income Source proportionate to add a distinct income source to the applicant's financial record. Make optional detail clear and protect public entry points with appropriate access, transport and rate controls.
Test the normal case and realistic exceptions such as missing information, a correction after submission, an unavailable property or a revoked invitation before handing the context into the next workflow.
Who works with Add Income Source before a tenancy is created
Add Income Source supports the authorised people who provide, organise, review or progress this part of the applicant journey.
Keep Add Income Source data, decisions and permissions aligned
Add Income Source can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to the source, type and financial detail.
A structured record improves consistency but does not verify the source, type and financial detail automatically; authorised users should correct material errors before relying on it.
Any decision informed by Add Income Source should remain fair, explainable and limited to the legitimate purpose of add a distinct income source to the applicant's financial record, while preserving the same applicant and property identity across handoff.
Related features in Applicants, Renters & Pre-Tenancy
These pages sit close to Add Income Source in the wider application and pre-tenancy architecture.
Technical flow & related Help Centre guides
Start with the primary guide for this capability, then use the related maintained guides for the surrounding workflow, evidence, access or handoff.
Questions about Add Income Source
What is Add Income Source used for in Proplix?
Add Income Source is an Applicants, Renters & Pre-Tenancy capability for add a distinct income source to the applicant's financial record. It keeps the source, type and financial detail connected to the relevant applicant and property journey.
When is Add Income Source most useful?
Add Income Source is most useful when another relevant income stream needs to be captured. In that situation, the intended operational result is multiple income sources remain modular and reviewable.
Does Add Income Source decide whether an applicant can afford the rent?
No. Add Income Source organises the source, type and financial detail and its application context; your authorised affordability or referencing process decides how that evidence is assessed for multiple income sources remain modular and reviewable.
How does Add Income Source connect to tenant onboarding?
If Add Income Source is authorised to progress, the applicant and property context needed for multiple income sources remain modular and reviewable can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing the source, type and financial detail does not by itself create tenancy approval or a contract.
Explore how Add Income Source fits your applicant journey
See Add Income Source alongside property interest, application information, household context, affordability evidence, review and the later onboarding handoff. A walkthrough can focus on your actual lettings process rather than a generic software tour.