Approve an applicant and create a tenant record

Approving an applicant doesn't automatically create a tenant record (you might want to coordinate move-in first). Here's the full flow:

When you approve

• The application status moves to Approved.
• If they were on the shortlist, they're removed (they don't need to live there any more).
• A congratulations email is sent (only this email reveals your name; the rest of the flow refers to "the landlord" generically).
• Other pending applicants on the same property are auto-rejected with a polite email.

Creating the tenant record

1. From the approved application, open the overflow menu (three dots).
2. Click "Create tenant record".
3. Confirm.

The system creates a Tenant linked to the same property. The tenant gets an access code so they can log into their own portal.

What's next

• Generate the AST in /dashboard/contracts.
• Add the deposit and protect it with a scheme within 30 days (see our blog post on deposit protection).
• Run the Right to Rent check (the system already captured the share code on the application; verify it on gov.uk).