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