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Pets & Preferences

Pet Size

A structured way to record a practical pet-size category where it is relevant to the application, while keeping applicant, property and pre-tenancy context connected.

What it does

What Pet Size does in Proplix

Pet Size is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to record a practical pet-size category where it is relevant to the application. It keeps pet-size information and the pet it describes against the applicant and property context that gives it meaning.

Within the wider Pets & Preferences workflow, Pet Size supports pet information and property-related conditions that can be considered before the application progresses and should lead towards the declaration has enough context for property-specific review without rebuilding the same information from public forms, inboxes or spreadsheets.

Why it matters

Why this capability matters before tenancy onboarding

Pet Size matters because pet restrictions or suitability checks depend on the declared animal's size. If pet-size information and the pet it describes is scattered across separate records, the next colleague may have to work out which applicant, property and version is current before acting.

A structured Pet Size record supports the declaration has enough context for property-specific review while reducing the risk that the applicant's expectations and the property's pet conditions diverge because the declaration or restriction is not visible early enough and keeping human review, privacy controls and the organisation's fair decision process intact.

When it is useful

Where Pet Size adds operational value

For Pet Size, this section focuses on record a practical pet-size category where it is relevant to the application while keeping the applicant and property context visible.

The point in the journey

Pet restrictions or suitability checks depend on the declared animal's size. Pet Size gives that moment a defined place so the applicant and property relationship does not get lost.

The outcome to protect

The declaration has enough context for property-specific review. Keep pet-size information and the pet it describes connected to the application so the authorised next action is clear without reconstructing the record from separate sources.

How it works

How Pet Size fits into the workflow

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

  1. 01

    Open the right applicant context

    Pet Size should begin from the applicant, property or application record involved when pet restrictions or suitability checks depend on the declared animal's size. Starting there keeps pet-size information and the pet it describes anchored to the correct pre-tenancy journey.

  2. 02

    Record the property-specific declaration

    Capture pet-size information and the pet it describes through Pet Size against the relevant property and application. That keeps the declaration connected to the conditions that matter for the declaration has enough context for property-specific review.

  3. 03

    Make the record understandable

    An authorised colleague reviewing Pet Size should be able to see what pet-size information and the pet it describes means and how it relates to the declaration has enough context for property-specific review without rebuilding the story from another system.

  4. 04

    Review the property conditions

    When Pet Size is reviewed, compare pet-size information and the pet it describes with the relevant property policy or approval conditions. The record supports the declaration has enough context for property-specific review but does not make a legal or suitability decision automatically.

  5. 05

    Hand off deliberately

    If Pet Size reaches its intended outcome — the declaration has enough context for property-specific review — 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 Pet Size helps the team control

Connected applicant context

Pet Size keeps pet-size information and the pet it describes attached to the applicant and property context in which it is needed.

Structured information

Instead of leaving pet-size information and the pet it describes in free-form messages, Pet Size gives it a repeatable structure that supports record a practical pet-size category where it is relevant to the application.

Property-specific conditions

Pet Size keeps pet-size information and the pet it describes attached to the property and application that give it meaning instead of turning the declaration into a generic assumption about the renter.

Workflow continuity

Pet Size can carry the context needed for the declaration has enough context for property-specific review into the next authorised stage without asking for the same facts again.

Real-world workflow

What Pet Size looks like in practice

Consider a case where pet restrictions or suitability checks depend on the declared animal's size. The applicant or authorised team member uses Pet Size from the relevant property or application context, so pet-size information and the pet it describes 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 declaration has enough context for property-specific review into the next authorised stage.

Implementation standard

How to introduce Pet Size into a live applicant workflow

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

Give Pet Size a clear owner before rollout. Decide who is responsible for pet-size information and the pet it describes, which values are applicant-supplied and which authorised staff may amend or review them.

Keep Pet Size proportionate to record a practical pet-size category where it is 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 uses it

Who works with Pet Size before a tenancy is created

Pet Size supports the authorised people who provide, organise, review or progress this part of the applicant journey.

Applicants and renters
Lettings teams
Property managers
Landlord-facing teams
Operational considerations

Keep Pet Size data, decisions and permissions aligned

Pet Size can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to pet-size information and the pet it describes.

A structured record improves consistency but does not verify pet-size information and the pet it describes automatically; authorised users should correct material errors before relying on it.

Any decision informed by Pet Size should remain fair, explainable and limited to the legitimate purpose of record a practical pet-size category where it is relevant to the application, 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 Pet Size in the wider application and pre-tenancy architecture.

Frequently asked questions

Questions about Pet Size

What is Pet Size used for in Proplix?

Pet Size is an Applicants, Renters & Pre-Tenancy capability for record a practical pet-size category where it is relevant to the application. It keeps pet-size information and the pet it describes connected to the relevant applicant and property journey.

When is Pet Size most useful?

Pet Size is most useful when pet restrictions or suitability checks depend on the declared animal's size. In that situation, the intended operational result is the declaration has enough context for property-specific review.

Who should be able to access Pet Size?

Access to Pet Size should be limited to applicants and authorised staff who genuinely need pet-size information and the pet it describes for record a practical pet-size category where it is relevant to the application, according to your organisation's permissions and data-handling policy.

How does Pet Size connect to tenant onboarding?

If Pet Size is authorised to progress, the applicant and property context needed for the declaration has enough context for property-specific review can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing pet-size information and the pet it describes does not by itself create tenancy approval or a contract.

See it in context

Explore how Pet Size fits your applicant journey

See Pet Size 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 Pet Size 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 Pet Size, 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 Pet Size 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 Pet Size 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 Pet Size 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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