Released | 15.11.2024
System Release Notes | Document Handling and Referencing Process Enhancements
Release Overview:
The document requirements on both traditional and DIY referencing application forms have been updated with more detailed descriptions. This enhancement allows the system to categorise uploaded documents more accurately (e.g., as payslips or tenancy agreements), improving the efficiency of automated chasing. To ensure accuracy, we are removing the options to provide documents by email, fax, or post. Documents will only be uploaded directly through the system, either immediately or at a later time.
Key Features:
1. Income Verification Improvements |
– Tax Return Validation | An additional question has been added to confirm the date of tax returns. If a tax return is over 12 months old, the system will automatically request additional verification through bank statements or open banking.
– Benefit Specification | A new dropdown field will allow applicants to quickly specify which benefits they receive.
– Pension Details | Another dropdown field will enable applicants to specify the type of pension. If a private or workplace pension is selected, they must also specify the provider’s name.
2. Document Management Interface Update |
The ‘Documents’ section of the referencing pages has been renamed to better guide both our team and DIY agents. This section now clearly indicates which documents are required, which are awaiting review, and the outcome of reviewed documents. It also allows for feedback to be provided directly within BOX.
3. Automated Reminders and Notifications |
If a document is rejected, a reminder email is triggered (if not already sent within the last 24 hours) and a notification appears on the tenant dashboard with feedback from our team. Non-DIY agents can view a ‘read-only’ version of this section to see what is required.