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