Set up intake and respond to application amendments

Before you begin

These instructions apply to authorised existing users when the workflow is enabled. Public customer sign-up and sign-in are currently paused. A help page does not grant account or record access.

Providers should prepare the correct agreement class and property/room details before enabling intake. Saving setup discloses the premises address and, for a room application, its room name to applicants. Review that disclosure and the requested information first.

What to do

1. Providers: open application setup for the eligible offer, complete the supported intake fields and review the selected document purposes. Resolve the marked errors before saving.
2. Providers: when further information is needed, use the offered amendment request, choose permitted categories and explain why the information is necessary. Do not request a category simply because a free-text message could ask for it.
3. Renters: open the pending amendment, check what was requested and update the permitted information/documents. Review the declaration and submit the amended version where offered.
4. Renters: if you no longer wish to proceed, use the offered withdrawal action and check the resulting status. Providers use the current review/progression controls rather than treating an old submission as agreement execution.

Expected result

The workflow retains submitted versions and the amendment’s state. A provider can review the specific information received; a later version does not erase the earlier version. Shortlisting or pre-approval is distinct from a completed agreement.

Limits and recovery

Document collection is constrained by the intake and request purpose; identity evidence is deferred to the supported shortlisted stage. A stale revision or pending upload can prevent submission. Refresh the same record and compare its latest version before retrying. A closed or unavailable intake cannot be bypassed through another account or an old link.