For letting agents & landlords
An applicant wants the flat; you need their ID, three payslips, a landlord’s contact and their consent to referencing before you can put them forward. Intaky turns that into one tenant application you send as a link, with reminders that go out on their own and a view of exactly what each applicant still owes.
Free trial · No card needed
From an individual tenant, the documents are:
Alongside those: employment status and net monthly income, the current landlord or agent and how to contact them, how long they have lived at their address and why they are moving, how many people will live in the property, pets and smoking, a guarantor’s name and contact if one is needed, and signed consent to referencing, credit and identity checks. For a company let, add the company registration certificate, its latest accounts or three months of business bank statements, and proof of identity from each occupant or signatory.
Intaky’s tenant screening template asks for exactly these, each document next to the questions it supports. For the wider process, see how to collect documents from clients.
The hard part is not the referencing. It is holding the thread between what you asked each applicant for, what has turned up and who you still need to chase — and Intaky is built to hold that thread instead of you.
A starter pack for individual tenants and for company lets. Each document sits next to the questions it evidences, and nobody is asked again for the name and email they gave when they signed up. Everything below can be renamed, removed or added to in the form builder, and each link can take individual applicants, companies, or both.
The company side is filled in by the person managing the application; each invited occupant or signatory only fills in their own identity. The consents are recorded with the application; the referencing, credit and identity checks themselves are carried out by you or your referencing provider. Accepts PDF, Word, Excel and photos up to 10 MB each.
Send the link to anyone who wants to go ahead, or put it in your follow-up email. It opens on your own subdomain with your logo and colours, and a company let and an individual tenant each see only their own questions.
Set a due date and a reminder interval. Intaky emails the applicant every few days until they finish, only during working hours in your timezone, and stops after six nudges. On a company let, each occupant gets their own invitation and their own short list.
When a payslip is from last year, reject that one item with a note. Everything you already accepted stays locked, and every step is kept in the audit trail. Then export the finished application as a PDF with the documents attached, ready for referencing.
Usually a passport or national ID card, the last three months' payslips (or the latest accounts or tax return if self-employed), recent bank statements, and a reference from the current or previous landlord. The agent also needs the applicant's employment and income, household details, a guarantor if one is required, and signed consent to referencing. Intaky's tenant screening template asks for all of these, and you can rename, remove or add to any of them.
Send each applicant one application link with a due date and let the reminders do the chasing. Intaky emails the applicant every few days until everything is in, only during working hours in your timezone, and stops after six reminders. You see which applicants have finished and exactly which items the others still owe.
The person arranging the let for the company invites each occupant or signatory by email. Each one fills in only their own identity section, with date of birth, current address and a passport or ID card, while the person managing the application answers the company questions and can see who has not finished yet.
Yes. Proof of income and bank statements each accept several files, so three payslips are one item on the checklist, not three. PDF, Word, Excel and photos are accepted, up to 10 MB each.
You reject that one item with a note saying what is wrong, for example a payslip that is older than three months. The applicant sees the note and replaces only that item; everything you have already accepted stays locked.
Yes. Your logo and colours appear on your own subdomain, on every page the applicant sees.
No. Intaky collects the documents, the landlord and guarantor contacts, and the applicant's signed consent to referencing, credit and identity checks; your agency or your referencing provider carries out those checks and any right-to-rent check you are required to make. A webhook can push an approved case into your own systems, and the PDF export gives you the whole application with its documents for your file.
Other industries: all industries · lenders & brokers · insurance brokers · accountants
Build the application once. If the chasing stops, use it for every viewing.
Create your workspaceFree trial · No card needed
