Lettings desk
PLM Sales & Lettings · tenancy setup pipeline
simulated sends only
Ready to review
2
In referencing
3
2 need attention
Let agreed this week
3
Avg enquiry → pack
4 min
typical: 2–3 days
Staff hours saved
~14 h
vs manual process
Needs you
(4)| Applicant | Property | Rent | Received | Status | Score | Next action |
|---|---|---|---|---|---|---|
| Riley Incomplete 1 adult | 54 Wilmslow Road, Bolton | £1,500 | 7 h ago | Awaiting applicant | — | Approve & send chase email |
| Alex Sample 1 adult | 23 Shady Lane, Bromley Cross, Bolton | £1,295 | 6 h ago | Ready to review · guarantor | 85 | Review now |
| Jordan Testcase 2 adults, 1 child | The Mews, 16 Lincoln Road, Bolton | £1,350 | 5 h ago | Ready to review | 93 | Review now |
Running
(3)| Applicant | Property | Rent | Received | Status | Score | Next action |
|---|---|---|---|---|---|---|
| Robin Specimen 2 adults, 2 children | The Mews, 16 Lincoln Road, Bolton | £1,350 | 3 h ago | New application | — | Open to run checks |
| Sam Example 2 adults | 23 Shady Lane, Bromley Cross, Bolton | £1,295 | yesterday | Referencing | — | Chase employer ref — auto, day 2 |
| Charlie Dummydata |
Done
(3)| Applicant | Property | Rent | Received | Status | Score | Next action |
|---|---|---|---|---|---|---|
| Sam Example 2 adults | 23 Shady Lane, Bromley Cross, Bolton | £1,295 | 2 h ago | Let agreed | 93 | View tenancy pack |
| Casey Adverse 1 adult | The Mews, 16 Lincoln Road, Bolton | £1,350 | 2 days ago | Declined | 45 | View evidence log |
| Robin Specimen |
Engine activity
33 steps · 24h7 drafts awaiting approval · nothing sends without a named member of staff approving it
First month's rent collected — £1,295
Sarah Mitchell · Sam Example · 2 h ago
Move-in sequence complete — all payments taken in order, no prohibited payments; tenancy ready to commence
engine · Sam Example · 2 h ago
Tenancy agreement & written statement executed by all parties
Sarah Mitchell · Sam Example · 2 h ago
Security deposit received — £1,494 (5 weeks, TFA cap)
Sarah Mitchell · Sam Example · 2 h ago
Holding deposit received — £299 (one week's rent)
Sarah Mitchell · Sam Example · 2 h ago