Where to start
Admin Area → Requests & Applications → Tenant Onboarding
Before you begin
Confirm the property and tenant context before continuing a draft. Your role must permit the relevant onboarding action.
Follow these steps
- Open the onboarding record and check the landlord, tenant and occupier details.
- Review the dates, rent frequency, deposit information and agreement template.
- Complete the required review stage before requesting signatures.
- Check both tenant signature and any required landlord countersignature.
- Reopen the record to verify the completed agreement and linked documents.
Check the result
The final record should show the intended parties, agreed terms and the required completed signature stages.
If something does not look right
A sent signature request is not a completed agreement. If a transition is blocked, review the displayed requirement and outstanding signature rather than creating another onboarding record.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.