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Occupants & Household

Occupant Age

A structured way to record optional age information for an additional occupant where there is a legitimate operational reason to request it, while keeping applicant, property and pre-tenancy context connected.

What it does

What Occupant Age does in Proplix

Occupant Age is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to record optional age information for an additional occupant where there is a legitimate operational reason to request it. It keeps the optional age value and the occupant it belongs to against the applicant and property context that gives it meaning.

Within the wider Occupants & Household workflow, Occupant Age supports the people expected to live at the property before tenancy onboarding begins and should lead towards a more complete household record without treating optional information as universally mandatory without rebuilding the same information from public forms, inboxes or spreadsheets.

Why it matters

Why this capability matters before tenancy onboarding

Occupant Age matters because household context requires age information and the field is appropriate to the workflow. If the optional age value and the occupant it belongs to is scattered across separate records, the next colleague may have to work out which applicant, property and version is current before acting.

A structured Occupant Age record supports a more complete household record without treating optional information as universally mandatory 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 Occupant Age adds operational value

For Occupant Age, this section focuses on record optional age information for an additional occupant where there is a legitimate operational reason to request it while keeping the applicant and property context visible.

The point in the journey

Household context requires age information and the field is appropriate to the workflow. Occupant Age gives that moment a defined place so the applicant and property relationship does not get lost.

The outcome to protect

A more complete household record without treating optional information as universally mandatory. Keep the optional age value and the occupant it belongs to connected to the application so the authorised next action is clear without reconstructing the record from separate sources.

How it works

How Occupant Age fits into the workflow

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

  1. 01

    Open the right applicant context

    Occupant Age should begin from the applicant, property or application record involved when household context requires age information and the field is appropriate to the workflow. Starting there keeps the optional age value and the occupant it belongs to anchored to the correct pre-tenancy journey.

  2. 02

    Describe the proposed household

    Use Occupant Age for the optional age value and the occupant it belongs to only where it is relevant to the property and application. Keep applicant, proposed tenant and other-occupant context distinct where that supports a more complete household record without treating optional information as universally mandatory.

  3. 03

    Make the record understandable

    An authorised colleague reviewing Occupant Age should be able to see what the optional age value and the occupant it belongs to means and how it relates to a more complete household record without treating optional information as universally mandatory without rebuilding the story from another system.

  4. 04

    Review occupancy context

    For Occupant Age, make sure the optional age value and the occupant it belongs to gives the tenancy team enough context for a more complete household record without treating optional information as universally mandatory without collecting household detail that the workflow does not need.

  5. 05

    Hand off deliberately

    If Occupant Age reaches its intended outcome — a more complete household record without treating optional information as universally mandatory — 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 Occupant Age helps the team control

Connected applicant context

Occupant Age keeps the optional age value and the occupant it belongs to attached to the applicant and property context in which it is needed.

Structured information

Instead of leaving the optional age value and the occupant it belongs to in free-form messages, Occupant Age gives it a repeatable structure that supports record optional age information for an additional occupant where there is a legitimate operational reason to request it.

Household clarity

Occupant Age structures the optional age value and the occupant it belongs to so the applicant can be distinguished from other proposed occupants where that distinction matters to a more complete household record without treating optional information as universally mandatory.

Workflow continuity

Occupant Age can carry the context needed for a more complete household record without treating optional information as universally mandatory into the next authorised stage without asking for the same facts again.

Real-world workflow

What Occupant Age looks like in practice

Consider a case where household context requires age information and the field is appropriate to the workflow. The applicant or authorised team member uses Occupant Age from the relevant property or application context, so the optional age value and the occupant it belongs to 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 more complete household record without treating optional information as universally mandatory into the next authorised stage.

Implementation standard

How to introduce Occupant Age into a live applicant workflow

For Occupant Age, implementation should keep information proportionate to its purpose, clearly owned and dependable through corrections, exceptions and handoffs.

Give Occupant Age a clear owner before rollout. Decide who is responsible for the optional age value and the occupant it belongs to, which values are applicant-supplied and which authorised staff may amend or review them.

Keep Occupant Age proportionate to record optional age information for an additional occupant where there is a legitimate operational reason to request it. 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 Occupant Age before a tenancy is created

Occupant Age 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 Occupant Age data, decisions and permissions aligned

Occupant Age can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to the optional age value and the occupant it belongs to.

A structured record improves consistency but does not verify the optional age value and the occupant it belongs to automatically; authorised users should correct material errors before relying on it.

Any decision informed by Occupant Age should remain fair, explainable and limited to the legitimate purpose of record optional age information for an additional occupant where there is a legitimate operational reason to request it, 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 Occupant Age in the wider application and pre-tenancy architecture.

Frequently asked questions

Questions about Occupant Age

What is Occupant Age used for in Proplix?

Occupant Age is an Applicants, Renters & Pre-Tenancy capability for record optional age information for an additional occupant where there is a legitimate operational reason to request it. It keeps the optional age value and the occupant it belongs to connected to the relevant applicant and property journey.

When is Occupant Age most useful?

Occupant Age is most useful when household context requires age information and the field is appropriate to the workflow. In that situation, the intended operational result is a more complete household record without treating optional information as universally mandatory.

Who should be able to access Occupant Age?

Access to Occupant Age should be limited to applicants and authorised staff who genuinely need the optional age value and the occupant it belongs to for record optional age information for an additional occupant where there is a legitimate operational reason to request it, according to your organisation's permissions and data-handling policy.

How does Occupant Age connect to tenant onboarding?

If Occupant Age is authorised to progress, the applicant and property context needed for a more complete household record without treating optional information as universally mandatory can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing the optional age value and the occupant it belongs to does not by itself create tenancy approval or a contract.

See it in context

Explore how Occupant Age fits your applicant journey

See Occupant Age 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 Occupant Age 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 Occupant Age, 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 Occupant Age 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 Occupant Age 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 Occupant Age 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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