What Annual Income Type does in Proplix
Annual Income Type is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to classify an annual income figure so reviewers can understand what it represents. It keeps income category and annual amount against the applicant and property context that gives it meaning.
Within the wider Income & Affordability workflow, Annual Income Type supports structured income information and supporting evidence used during affordability review and should lead towards annual income remains interpretable when several sources are reviewed together without rebuilding the same information from public forms, inboxes or spreadsheets.
Why this capability matters before tenancy onboarding
Annual Income Type matters because a yearly amount needs a clear category rather than being stored as an unexplained total. If income category and annual amount is scattered across separate records, the next colleague may have to work out which applicant, property and version is current before acting.
A structured Annual Income Type record supports annual income remains interpretable when several sources are reviewed together 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 Annual Income Type adds operational value
For Annual Income Type, this section focuses on classify an annual income figure so reviewers can understand what it represents while keeping the applicant and property context visible.
The point in the journey
A yearly amount needs a clear category rather than being stored as an unexplained total. Annual Income Type gives that moment a defined place so the applicant and property relationship does not get lost.
The outcome to protect
Annual income remains interpretable when several sources are reviewed together. Keep income category and annual amount connected to the application so the authorised next action is clear without reconstructing the record from separate sources.
How Annual Income Type fits into the workflow
The exact screen and permission path for Annual Income Type depends on the user's role, but the applicant, property and application context should remain connected throughout.
- 01
Open the right applicant context
Annual Income Type should begin from the applicant, property or application record involved when a yearly amount needs a clear category rather than being stored as an unexplained total. Starting there keeps income category and annual amount anchored to the correct pre-tenancy journey.
- 02
Capture the financial context clearly
With Annual Income Type, record income category and annual amount together with the source or period detail needed to understand it. Evidence should stay attached to the application context that supports annual income remains interpretable when several sources are reviewed together.
- 03
Make the record understandable
An authorised colleague reviewing Annual Income Type should be able to see what income category and annual amount means and how it relates to annual income remains interpretable when several sources are reviewed together without rebuilding the story from another system.
- 04
Review affordability evidence proportionately
For Annual Income Type, check whether income category and annual amount is complete enough for the organisation's defined affordability process. Proplix organises that context; the authorised reviewer decides what assessment is required for annual income remains interpretable when several sources are reviewed together.
- 05
Hand off deliberately
If Annual Income Type reaches its intended outcome — annual income remains interpretable when several sources are reviewed together — carry forward the applicant and property context needed by the next authorised stage instead of copying the whole application into another uncontrolled record.
What Annual Income Type helps the team control
Connected applicant context
Annual Income Type keeps income category and annual amount attached to the applicant and property context in which it is needed.
Structured information
Instead of leaving income category and annual amount in free-form messages, Annual Income Type gives it a repeatable structure that supports classify an annual income figure so reviewers can understand what it represents.
Source-aware figures
Within Annual Income Type, income category and annual amount stays associated with its source and period context so an authorised reviewer can interpret it correctly when working towards annual income remains interpretable when several sources are reviewed together.
Workflow continuity
Annual Income Type can carry the context needed for annual income remains interpretable when several sources are reviewed together into the next authorised stage without asking for the same facts again.
What Annual Income Type looks like in practice
Consider a case where a yearly amount needs a clear category rather than being stored as an unexplained total. The applicant or authorised team member uses Annual Income Type from the relevant property or application context, so income category and annual amount 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 annual income remains interpretable when several sources are reviewed together into the next authorised stage.
How to introduce Annual Income Type into a live applicant workflow
For Annual Income Type, implementation should keep information proportionate to its purpose, clearly owned and dependable through corrections, exceptions and handoffs.
Give Annual Income Type a clear owner before rollout. Decide who is responsible for income category and annual amount, which values are applicant-supplied and which authorised staff may amend or review them.
Keep Annual Income Type proportionate to classify an annual income figure so reviewers can understand what it represents. 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 Annual Income Type before a tenancy is created
Annual Income Type supports the authorised people who provide, organise, review or progress this part of the applicant journey.
Keep Annual Income Type data, decisions and permissions aligned
Annual Income Type can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to income category and annual amount.
A structured record improves consistency but does not verify income category and annual amount automatically; authorised users should correct material errors before relying on it.
Any decision informed by Annual Income Type should remain fair, explainable and limited to the legitimate purpose of classify an annual income figure so reviewers can understand what it represents, while preserving the same applicant and property identity across handoff.
Related features in Applicants, Renters & Pre-Tenancy
These pages sit close to Annual Income Type 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 Annual Income Type
What is Annual Income Type used for in Proplix?
Annual Income Type is an Applicants, Renters & Pre-Tenancy capability for classify an annual income figure so reviewers can understand what it represents. It keeps income category and annual amount connected to the relevant applicant and property journey.
When is Annual Income Type most useful?
Annual Income Type is most useful when a yearly amount needs a clear category rather than being stored as an unexplained total. In that situation, the intended operational result is annual income remains interpretable when several sources are reviewed together.
Does Annual Income Type decide whether an applicant can afford the rent?
No. Annual Income Type organises income category and annual amount and its application context; your authorised affordability or referencing process decides how that evidence is assessed for annual income remains interpretable when several sources are reviewed together.
How does Annual Income Type connect to tenant onboarding?
If Annual Income Type is authorised to progress, the applicant and property context needed for annual income remains interpretable when several sources are reviewed together can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing income category and annual amount does not by itself create tenancy approval or a contract.
Explore how Annual Income Type fits your applicant journey
See Annual Income Type 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.