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Occupants & Household

Non-Lease Occupants

A structured way to record whether people are expected to live at the property without being named as tenants, while keeping applicant, property and pre-tenancy context connected.

What it does

What Non-Lease Occupants does in Proplix

Non-Lease Occupants is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to record whether people are expected to live at the property without being named as tenants. It keeps the occupancy declaration and relevant resident context against the applicant and property context that gives it meaning.

Within the wider Occupants & Household workflow, Non-Lease Occupants supports the people expected to live at the property before tenancy onboarding begins and should lead towards the intended occupancy is explicit before the application progresses without rebuilding the same information from public forms, inboxes or spreadsheets.

Why it matters

Why this capability matters before tenancy onboarding

Non-Lease Occupants matters because the proposed household includes residents who may not be parties to the tenancy agreement. If the occupancy declaration and relevant resident 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 Non-Lease Occupants record supports the intended occupancy is explicit before the application progresses while reducing the risk that additional occupants are misunderstood or discovered late because the proposed household was never recorded consistently and keeping human review, privacy controls and the organisation's fair decision process intact.

When it is useful

Where Non-Lease Occupants adds operational value

For Non-Lease Occupants, this section focuses on record whether people are expected to live at the property without being named as tenants while keeping the applicant and property context visible.

The point in the journey

The proposed household includes residents who may not be parties to the tenancy agreement. Non-Lease Occupants gives that moment a defined place so the applicant and property relationship does not get lost.

The outcome to protect

The intended occupancy is explicit before the application progresses. Keep the occupancy declaration and relevant resident context connected to the application so the authorised next action is clear without reconstructing the record from separate sources.

How it works

How Non-Lease Occupants fits into the workflow

The exact screen and permission path for Non-Lease Occupants depends on the user's role, but the applicant, property and application context should remain connected throughout.

  1. 01

    Open the right applicant context

    Non-Lease Occupants should begin from the applicant, property or application record involved when the proposed household includes residents who may not be parties to the tenancy agreement. Starting there keeps the occupancy declaration and relevant resident context anchored to the correct pre-tenancy journey.

  2. 02

    Describe the proposed household

    Use Non-Lease Occupants for the occupancy declaration and relevant resident context only where it is relevant to the property and application. Keep applicant, proposed tenant and other-occupant context distinct where that supports the intended occupancy is explicit before the application progresses.

  3. 03

    Make the record understandable

    An authorised colleague reviewing Non-Lease Occupants should be able to see what the occupancy declaration and relevant resident context means and how it relates to the intended occupancy is explicit before the application progresses without rebuilding the story from another system.

  4. 04

    Review occupancy context

    For Non-Lease Occupants, make sure the occupancy declaration and relevant resident context gives the tenancy team enough context for the intended occupancy is explicit before the application progresses without collecting household detail that the workflow does not need.

  5. 05

    Hand off deliberately

    If Non-Lease Occupants reaches its intended outcome — the intended occupancy is explicit before the application progresses — 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 Non-Lease Occupants helps the team control

Connected applicant context

Non-Lease Occupants keeps the occupancy declaration and relevant resident context attached to the applicant and property context in which it is needed.

Structured information

Instead of leaving the occupancy declaration and relevant resident context in free-form messages, Non-Lease Occupants gives it a repeatable structure that supports record whether people are expected to live at the property without being named as tenants.

Household clarity

Non-Lease Occupants structures the occupancy declaration and relevant resident context so the applicant can be distinguished from other proposed occupants where that distinction matters to the intended occupancy is explicit before the application progresses.

Workflow continuity

Non-Lease Occupants can carry the context needed for the intended occupancy is explicit before the application progresses into the next authorised stage without asking for the same facts again.

Real-world workflow

What Non-Lease Occupants looks like in practice

Consider a case where the proposed household includes residents who may not be parties to the tenancy agreement. The applicant or authorised team member uses Non-Lease Occupants from the relevant property or application context, so the occupancy declaration and relevant resident 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 the intended occupancy is explicit before the application progresses into the next authorised stage.

Implementation standard

How to introduce Non-Lease Occupants into a live applicant workflow

For Non-Lease Occupants, implementation should keep information proportionate to its purpose, clearly owned and dependable through corrections, exceptions and handoffs.

Give Non-Lease Occupants a clear owner before rollout. Decide who is responsible for the occupancy declaration and relevant resident context, which values are applicant-supplied and which authorised staff may amend or review them.

Keep Non-Lease Occupants proportionate to record whether people are expected to live at the property without being named as tenants. 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 Non-Lease Occupants before a tenancy is created

Non-Lease Occupants supports the authorised people who provide, organise, review or progress this part of the applicant journey.

Applicants and renters
Lettings teams
Property managers
Authorised reviewers
Operational considerations

Keep Non-Lease Occupants data, decisions and permissions aligned

Non-Lease Occupants can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to the occupancy declaration and relevant resident context.

A structured record improves consistency but does not verify the occupancy declaration and relevant resident context automatically; authorised users should correct material errors before relying on it.

Any decision informed by Non-Lease Occupants should remain fair, explainable and limited to the legitimate purpose of record whether people are expected to live at the property without being named as tenants, 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 Non-Lease Occupants in the wider application and pre-tenancy architecture.

Frequently asked questions

Questions about Non-Lease Occupants

What is Non-Lease Occupants used for in Proplix?

Non-Lease Occupants is an Applicants, Renters & Pre-Tenancy capability for record whether people are expected to live at the property without being named as tenants. It keeps the occupancy declaration and relevant resident context connected to the relevant applicant and property journey.

When is Non-Lease Occupants most useful?

Non-Lease Occupants is most useful when the proposed household includes residents who may not be parties to the tenancy agreement. In that situation, the intended operational result is the intended occupancy is explicit before the application progresses.

Who should be able to access Non-Lease Occupants?

Access to Non-Lease Occupants should be limited to applicants and authorised staff who genuinely need the occupancy declaration and relevant resident context for record whether people are expected to live at the property without being named as tenants, according to your organisation's permissions and data-handling policy.

How does Non-Lease Occupants connect to tenant onboarding?

If Non-Lease Occupants is authorised to progress, the applicant and property context needed for the intended occupancy is explicit before the application progresses can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing the occupancy declaration and relevant resident context does not by itself create tenancy approval or a contract.

See it in context

Explore how Non-Lease Occupants fits your applicant journey

See Non-Lease Occupants 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 Non Lease Occupants fits into dependable property operations

The strongest starting point is the work people actually complete, including the exceptions that rarely appear in a process diagram. 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 Non Lease Occupants, 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 Non Lease Occupants 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 Non Lease Occupants 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 Non Lease Occupants 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.

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