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