What Other Occupant Details does in Proplix
Other Occupant Details is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to record the people an applicant expects to live with where they are relevant to the application. It keeps occupant identity, relationship and household context against the applicant and property context that gives it meaning.
Within the wider Occupants & Household workflow, Other Occupant Details supports the people expected to live at the property before tenancy onboarding begins and should lead towards a clearer picture of the proposed household before tenancy onboarding without rebuilding the same information from public forms, inboxes or spreadsheets.
Why this capability matters before tenancy onboarding
Other Occupant Details matters because the proposed household includes additional occupants beyond the primary applicant. If occupant identity, relationship and household 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 Other Occupant Details record supports a clearer picture of the proposed household before tenancy onboarding 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.
Where Other Occupant Details adds operational value
For Other Occupant Details, this section focuses on record the people an applicant expects to live with where they are relevant to the application while keeping the applicant and property context visible.
The point in the journey
The proposed household includes additional occupants beyond the primary applicant. Other Occupant Details gives that moment a defined place so the applicant and property relationship does not get lost.
The outcome to protect
A clearer picture of the proposed household before tenancy onboarding. Keep occupant identity, relationship and household context connected to the application so the authorised next action is clear without reconstructing the record from separate sources.
How Other Occupant Details fits into the workflow
The exact screen and permission path for Other Occupant Details depends on the user's role, but the applicant, property and application context should remain connected throughout.
- 01
Open the right applicant context
Other Occupant Details should begin from the applicant, property or application record involved when the proposed household includes additional occupants beyond the primary applicant. Starting there keeps occupant identity, relationship and household context anchored to the correct pre-tenancy journey.
- 02
Describe the proposed household
Use Other Occupant Details for occupant identity, relationship and household context only where it is relevant to the property and application. Keep applicant, proposed tenant and other-occupant context distinct where that supports a clearer picture of the proposed household before tenancy onboarding.
- 03
Make the record understandable
An authorised colleague reviewing Other Occupant Details should be able to see what occupant identity, relationship and household context means and how it relates to a clearer picture of the proposed household before tenancy onboarding without rebuilding the story from another system.
- 04
Review occupancy context
For Other Occupant Details, make sure occupant identity, relationship and household context gives the tenancy team enough context for a clearer picture of the proposed household before tenancy onboarding without collecting household detail that the workflow does not need.
- 05
Hand off deliberately
If Other Occupant Details reaches its intended outcome — a clearer picture of the proposed household before tenancy onboarding — carry forward the applicant and property context needed by the next authorised stage instead of copying the whole application into another uncontrolled record.
What Other Occupant Details helps the team control
Connected applicant context
Other Occupant Details keeps occupant identity, relationship and household context attached to the applicant and property context in which it is needed.
Structured information
Instead of leaving occupant identity, relationship and household context in free-form messages, Other Occupant Details gives it a repeatable structure that supports record the people an applicant expects to live with where they are relevant to the application.
Household clarity
Other Occupant Details structures occupant identity, relationship and household context so the applicant can be distinguished from other proposed occupants where that distinction matters to a clearer picture of the proposed household before tenancy onboarding.
Workflow continuity
Other Occupant Details can carry the context needed for a clearer picture of the proposed household before tenancy onboarding into the next authorised stage without asking for the same facts again.
What Other Occupant Details looks like in practice
Consider a case where the proposed household includes additional occupants beyond the primary applicant. The applicant or authorised team member uses Other Occupant Details from the relevant property or application context, so occupant identity, relationship and household 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 clearer picture of the proposed household before tenancy onboarding into the next authorised stage.
How to introduce Other Occupant Details into a live applicant workflow
For Other Occupant Details, implementation should keep information proportionate to its purpose, clearly owned and dependable through corrections, exceptions and handoffs.
Give Other Occupant Details a clear owner before rollout. Decide who is responsible for occupant identity, relationship and household context, which values are applicant-supplied and which authorised staff may amend or review them.
Keep Other Occupant Details proportionate to record the people an applicant expects to live with where they are relevant to the application. 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 Other Occupant Details before a tenancy is created
Other Occupant Details supports the authorised people who provide, organise, review or progress this part of the applicant journey.
Keep Other Occupant Details data, decisions and permissions aligned
Other Occupant Details can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to occupant identity, relationship and household context.
A structured record improves consistency but does not verify occupant identity, relationship and household context automatically; authorised users should correct material errors before relying on it.
Any decision informed by Other Occupant Details should remain fair, explainable and limited to the legitimate purpose of record the people an applicant expects to live with where they are relevant to the application, while preserving the same applicant and property identity across handoff.
Related features in Applicants, Renters & Pre-Tenancy
These pages sit close to Other Occupant Details 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 Other Occupant Details
What is Other Occupant Details used for in Proplix?
Other Occupant Details is an Applicants, Renters & Pre-Tenancy capability for record the people an applicant expects to live with where they are relevant to the application. It keeps occupant identity, relationship and household context connected to the relevant applicant and property journey.
When is Other Occupant Details most useful?
Other Occupant Details is most useful when the proposed household includes additional occupants beyond the primary applicant. In that situation, the intended operational result is a clearer picture of the proposed household before tenancy onboarding.
Who should be able to access Other Occupant Details?
Access to Other Occupant Details should be limited to applicants and authorised staff who genuinely need occupant identity, relationship and household context for record the people an applicant expects to live with where they are relevant to the application, according to your organisation's permissions and data-handling policy.
How does Other Occupant Details connect to tenant onboarding?
If Other Occupant Details is authorised to progress, the applicant and property context needed for a clearer picture of the proposed household before tenancy onboarding can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing occupant identity, relationship and household context does not by itself create tenancy approval or a contract.
Explore how Other Occupant Details fits your applicant journey
See Other Occupant Details 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.