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