Website and product guidance

Search Proplix

Results combine Proplix product pages with detailed Help Centre guidance.

Income & Affordability

Existing Rental Income

A structured way to record current rental income as a distinct source within the applicant's financial information, while keeping applicant, property and pre-tenancy context connected.

What it does

What Existing Rental Income does in Proplix

Existing Rental Income is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to record current rental income as a distinct source within the applicant's financial information. It keeps current rental income and its source context against the applicant and property context that gives it meaning.

Within the wider Income & Affordability workflow, Existing Rental Income supports structured income information and supporting evidence used during affordability review and should lead towards rental income remains distinct from employment or proposed future income without rebuilding the same information from public forms, inboxes or spreadsheets.

Why it matters

Why this capability matters before tenancy onboarding

Existing Rental Income matters because existing property income contributes to the affordability picture. If current rental income and its source 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 Existing Rental Income record supports rental income remains distinct from employment or proposed future income 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 Existing Rental Income adds operational value

For Existing Rental Income, this section focuses on record current rental income as a distinct source within the applicant's financial information while keeping the applicant and property context visible.

The point in the journey

Existing property income contributes to the affordability picture. Existing Rental Income gives that moment a defined place so the applicant and property relationship does not get lost.

The outcome to protect

Rental income remains distinct from employment or proposed future income. Keep current rental income and its source context connected to the application so the authorised next action is clear without reconstructing the record from separate sources.

How it works

How Existing Rental Income fits into the workflow

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

  1. 01

    Open the right applicant context

    Existing Rental Income should begin from the applicant, property or application record involved when existing property income contributes to the affordability picture. Starting there keeps current rental income and its source context anchored to the correct pre-tenancy journey.

  2. 02

    Capture the financial context clearly

    With Existing Rental Income, record current rental income and its source context together with the source or period detail needed to understand it. Evidence should stay attached to the application context that supports rental income remains distinct from employment or proposed future income.

  3. 03

    Make the record understandable

    An authorised colleague reviewing Existing Rental Income should be able to see what current rental income and its source context means and how it relates to rental income remains distinct from employment or proposed future income without rebuilding the story from another system.

  4. 04

    Review affordability evidence proportionately

    For Existing Rental Income, check whether current rental income and its source context is complete enough for the organisation's defined affordability process. Proplix organises that context; the authorised reviewer decides what assessment is required for rental income remains distinct from employment or proposed future income.

  5. 05

    Hand off deliberately

    If Existing Rental Income reaches its intended outcome — rental income remains distinct from employment or proposed future income — 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 Existing Rental Income helps the team control

Connected applicant context

Existing Rental Income keeps current rental income and its source context attached to the applicant and property context in which it is needed.

Structured information

Instead of leaving current rental income and its source context in free-form messages, Existing Rental Income gives it a repeatable structure that supports record current rental income as a distinct source within the applicant's financial information.

Source-aware figures

Within Existing Rental Income, current rental income and its source context stays associated with its source and period context so an authorised reviewer can interpret it correctly when working towards rental income remains distinct from employment or proposed future income.

Workflow continuity

Existing Rental Income can carry the context needed for rental income remains distinct from employment or proposed future income into the next authorised stage without asking for the same facts again.

Real-world workflow

What Existing Rental Income looks like in practice

Consider a case where existing property income contributes to the affordability picture. The applicant or authorised team member uses Existing Rental Income from the relevant property or application context, so current rental income and its source 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 rental income remains distinct from employment or proposed future income into the next authorised stage.

Implementation standard

How to introduce Existing Rental Income into a live applicant workflow

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

Give Existing Rental Income a clear owner before rollout. Decide who is responsible for current rental income and its source context, which values are applicant-supplied and which authorised staff may amend or review them.

Keep Existing Rental Income proportionate to record current rental income as a distinct source within the applicant's financial information. 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 Existing Rental Income before a tenancy is created

Existing Rental Income 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 Existing Rental Income data, decisions and permissions aligned

Existing Rental Income can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to current rental income and its source context.

A structured record improves consistency but does not verify current rental income and its source context automatically; authorised users should correct material errors before relying on it.

Any decision informed by Existing Rental Income should remain fair, explainable and limited to the legitimate purpose of record current rental income as a distinct source within the applicant's financial information, 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 Existing Rental Income in the wider application and pre-tenancy architecture.

Frequently asked questions

Questions about Existing Rental Income

What is Existing Rental Income used for in Proplix?

Existing Rental Income is an Applicants, Renters & Pre-Tenancy capability for record current rental income as a distinct source within the applicant's financial information. It keeps current rental income and its source context connected to the relevant applicant and property journey.

When is Existing Rental Income most useful?

Existing Rental Income is most useful when existing property income contributes to the affordability picture. In that situation, the intended operational result is rental income remains distinct from employment or proposed future income.

Does Existing Rental Income decide whether an applicant can afford the rent?

No. Existing Rental Income organises current rental income and its source context and its application context; your authorised affordability or referencing process decides how that evidence is assessed for rental income remains distinct from employment or proposed future income.

How does Existing Rental Income connect to tenant onboarding?

If Existing Rental Income is authorised to progress, the applicant and property context needed for rental income remains distinct from employment or proposed future income can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing current rental income and its source context does not by itself create tenancy approval or a contract.

See it in context

Explore how Existing Rental Income fits your applicant journey

See Existing Rental Income 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 Existing Rental Income fits into dependable property operations

Useful software should make the real operating position easier to understand, including where information is incomplete or a decision is still pending. 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 Existing Rental Income, 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 Existing Rental Income 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 Existing Rental Income 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 Existing Rental Income 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