Website and product guidance

Search Proplix

Results combine Proplix product pages with detailed Help Centre guidance.

Income & Affordability

Affordability Income Sources

A structured way to collect the income sources an applicant wants considered when demonstrating affordability, while keeping applicant, property and pre-tenancy context connected.

What it does

What Affordability Income Sources does in Proplix

Affordability Income Sources is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to collect the income sources an applicant wants considered when demonstrating affordability. It keeps declared income streams, their types and supporting context against the applicant and property context that gives it meaning.

Within the wider Income & Affordability workflow, Affordability Income Sources supports structured income information and supporting evidence used during affordability review and should lead towards a more transparent affordability record than a single unexplained total without rebuilding the same information from public forms, inboxes or spreadsheets.

Why it matters

Why this capability matters before tenancy onboarding

Affordability Income Sources matters because the applicant needs to explain how the proposed rent will be supported. If declared income streams, their types and supporting context is scattered across separate records, the next colleague may have to work out which applicant, property and version is current before acting.

A structured Affordability Income Sources record supports a more transparent affordability record than a single unexplained total 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.

When it is useful

Where Affordability Income Sources adds operational value

For Affordability Income Sources, this section focuses on collect the income sources an applicant wants considered when demonstrating affordability while keeping the applicant and property context visible.

The point in the journey

The applicant needs to explain how the proposed rent will be supported. Affordability Income Sources gives that moment a defined place so the applicant and property relationship does not get lost.

The outcome to protect

A more transparent affordability record than a single unexplained total. Keep declared income streams, their types and supporting context connected to the application so the authorised next action is clear without reconstructing the record from separate sources.

How it works

How Affordability Income Sources fits into the workflow

The exact screen and permission path for Affordability Income Sources depends on the user's role, but the applicant, property and application context should remain connected throughout.

  1. 01

    Open the right applicant context

    Affordability Income Sources should begin from the applicant, property or application record involved when the applicant needs to explain how the proposed rent will be supported. Starting there keeps declared income streams, their types and supporting context anchored to the correct pre-tenancy journey.

  2. 02

    Capture the financial context clearly

    With Affordability Income Sources, record declared income streams, their types and supporting context together with the source or period detail needed to understand it. Evidence should stay attached to the application context that supports a more transparent affordability record than a single unexplained total.

  3. 03

    Make the record understandable

    An authorised colleague reviewing Affordability Income Sources should be able to see what declared income streams, their types and supporting context means and how it relates to a more transparent affordability record than a single unexplained total without rebuilding the story from another system.

  4. 04

    Review affordability evidence proportionately

    For Affordability Income Sources, check whether declared income streams, their types and supporting context is complete enough for the organisation's defined affordability process. Proplix organises that context; the authorised reviewer decides what assessment is required for a more transparent affordability record than a single unexplained total.

  5. 05

    Hand off deliberately

    If Affordability Income Sources reaches its intended outcome — a more transparent affordability record than a single unexplained total — carry forward the applicant and property context needed by the next authorised stage instead of copying the whole application into another uncontrolled record.

Core capability

What Affordability Income Sources helps the team control

Connected applicant context

Affordability Income Sources keeps declared income streams, their types and supporting context attached to the applicant and property context in which it is needed.

Structured information

Instead of leaving declared income streams, their types and supporting context in free-form messages, Affordability Income Sources gives it a repeatable structure that supports collect the income sources an applicant wants considered when demonstrating affordability.

Source-aware figures

Within Affordability Income Sources, declared income streams, their types and supporting context stays associated with its source and period context so an authorised reviewer can interpret it correctly when working towards a more transparent affordability record than a single unexplained total.

Workflow continuity

Affordability Income Sources can carry the context needed for a more transparent affordability record than a single unexplained total into the next authorised stage without asking for the same facts again.

Real-world workflow

What Affordability Income Sources looks like in practice

Consider a case where the applicant needs to explain how the proposed rent will be supported. The applicant or authorised team member uses Affordability Income Sources from the relevant property or application context, so declared income streams, their types and supporting context 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 a more transparent affordability record than a single unexplained total into the next authorised stage.

Implementation standard

How to introduce Affordability Income Sources into a live applicant workflow

For Affordability Income Sources, implementation should keep information proportionate to its purpose, clearly owned and dependable through corrections, exceptions and handoffs.

Give Affordability Income Sources a clear owner before rollout. Decide who is responsible for declared income streams, their types and supporting context, which values are applicant-supplied and which authorised staff may amend or review them.

Keep Affordability Income Sources proportionate to collect the income sources an applicant wants considered when demonstrating affordability. 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 uses it

Who works with Affordability Income Sources before a tenancy is created

Affordability Income Sources supports the authorised people who provide, organise, review or progress this part of the applicant journey.

Applicants and renters
Lettings teams
Referencing staff
Authorised financial reviewers
Operational considerations

Keep Affordability Income Sources data, decisions and permissions aligned

Affordability Income Sources can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to declared income streams, their types and supporting context.

A structured record improves consistency but does not verify declared income streams, their types and supporting context automatically; authorised users should correct material errors before relying on it.

Any decision informed by Affordability Income Sources should remain fair, explainable and limited to the legitimate purpose of collect the income sources an applicant wants considered when demonstrating affordability, while preserving the same applicant and property identity across handoff.

Connected Proplix capabilities

Related features in Applicants, Renters & Pre-Tenancy

These pages sit close to Affordability Income Sources in the wider application and pre-tenancy architecture.

Frequently asked questions

Questions about Affordability Income Sources

What is Affordability Income Sources used for in Proplix?

Affordability Income Sources is an Applicants, Renters & Pre-Tenancy capability for collect the income sources an applicant wants considered when demonstrating affordability. It keeps declared income streams, their types and supporting context connected to the relevant applicant and property journey.

When is Affordability Income Sources most useful?

Affordability Income Sources is most useful when the applicant needs to explain how the proposed rent will be supported. In that situation, the intended operational result is a more transparent affordability record than a single unexplained total.

Does Affordability Income Sources decide whether an applicant can afford the rent?

No. Affordability Income Sources organises declared income streams, their types and supporting context and its application context; your authorised affordability or referencing process decides how that evidence is assessed for a more transparent affordability record than a single unexplained total.

How does Affordability Income Sources connect to tenant onboarding?

If Affordability Income Sources is authorised to progress, the applicant and property context needed for a more transparent affordability record than a single unexplained total can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing declared income streams, their types and supporting context does not by itself create tenancy approval or a contract.

See it in context

Explore how Affordability Income Sources fits your applicant journey

See Affordability Income Sources 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.

Book a Proplix walkthrough →

Working with the capability

How Affordability Income Sources fits into dependable property operations

The strongest starting point is the work people actually complete, including the exceptions that rarely appear in a process diagram. This capability belongs inside the daily operating record, where property context, relationships, tasks, documents and decisions can be followed together instead of being reconstructed from separate systems.

01 · People and permissions

Give each role enough context to act

Operational staff need a clear next action; managers need ownership and exceptions; clients and external participants need only the information their role permits. The practical value comes from serving those views without creating parallel versions of the truth. For Affordability Income Sources, that means access should follow an evidenced business need and change when responsibility changes.

02 · Handover and evidence

Keep the reason beside the action

A useful workflow records who received the work, what they checked, what remains outstanding and why a decision was made. That creates a handover another authorised colleague can understand without relying on private inbox history. This makes the Affordability Income Sources record more useful during absence, escalation, service review or a later audit.

03 · Exceptions

Design for the case that does not fit

Property work includes incomplete forms, late evidence, changed instructions, unavailable suppliers and circumstances requiring discretion. The system should expose those exceptions, preserve notes and direct them to an authorised person instead of silently forcing a misleading “complete” status.

04 · Implementation

Configure from representative work

Implementation should begin with real examples from the organisation: a recent case that went well, one that stalled and one that exposed missing information. Those examples reveal the fields, permissions, notifications and escalation points the configured workflow actually needs. Document what remains outside the system as well, so teams understand the boundary between Proplix, connected services and professional responsibility.

05 · Review

Measure whether the work is improving

A sensible review looks at completion time, avoidable follow-up, unresolved exceptions, record quality and the amount of manual reconciliation still required. The aim is dependable work and clearer service, not automation for its own sake. Review findings with the people completing Affordability Income Sources work, because a dashboard may not reveal the manual workaround being used beside it.

06 · Ongoing control

Keep guidance, permissions and records current

Ownership, legislation, services and internal policies change. Schedule periodic checks of access, templates, notifications, integrations and retained information. Record material changes and brief affected users so the configured workflow continues to reflect the organisation’s approved way of working.

Proplix supports structured workflow and evidence handling; it does not provide legal advice or remove the need for competent human review. Discuss your organisation, migration or integration requirements through the central secure enquiry route.

Discuss Affordability Income Sources requirements →

Plan your next step

Bring a typical case, the systems you use and the main problem you want to solve. Together we can map the records, responsibilities and checks needed for a useful first release.

Explore software integrations, compare enterprise modules or discuss a custom property workflow. The agreed scope will explain what is included, what needs configuration and how your team will be supported.

Plan the right route

See what a more connected property day looks like

Bring one real workflow to a Proplix walkthrough. Explore the records, handovers and decisions that matter to your team, then agree a practical next step.

UK Property software
by Britixo
Proplix · One Britixo account One account for Proplix and Britixo services Use your Britixo account to manage your companies, services, billing and support. Product access depends on your approved services. Try Proplix free for 14 days · No billing details required · No obligation · Secure email and WhatsApp activation.
Secure and controlled Built for property teams Requirements-led setup
WhatsApp