Prospects

From first enquiry to keys in hand.

Track every prospect through viewings, applications, and referencing - all in one pipeline. No separate CRM needed. Your prospect pipeline lives where your properties do.

S
Sarah MitchellApproved
sarah.mitchell@email.com
Create Tenancy
Enquiry
Viewing
Application
Approved
VIEWINGS
Interested
Ready for application
APPLICATION
Approved
REFERENCING
Passed
All checks complete
PROPERTIES
1 property
42 Elmwood Drive
Prospect Details
Full nameSarah Mitchell
Emailsarah.mitchell@email.com
Phone07700 912345
Budget£1,200/month
Move-in1 April 2026
Property Interests
42 Elmwood DriveApplied
London, E3 4PQ
Fri 14 Mar, 14:00interested
Application approved
Notes
Family of 3 - relocating from Manchester
14 Mar, 15:20

Full Pipeline

Seven clear stages from first contact to move-in: Lead, Viewing, Application, Approved, Converted - plus Rejected and Withdrawn tracking. See pipeline stats at a glance and track property interest per prospect.

  • Lead, Viewing, Application, Approved, and Converted stages
  • Rejected and Withdrawn tracking
  • Property interest levels per prospect
  • Pipeline stats and next-action indicators
My Tenancy
Property
14 Oakfield Gardens
London, N10 3JR
Unit: Whole Property
Assured Periodic Tenancy Agreement – Single Let
Please review and sign your tenancy agreement.
Review & Sign

Viewings

Schedule viewings, confirm attendance, record outcomes, and track no-shows. Mark prospects as interested, considering, or not interested - and convert interested viewers to applicants.

  • Schedule, confirm, decline, or reschedule viewings
  • Record outcomes: interested, considering, or not interested
  • No-show tracking
  • Convert interested viewers to applicants
Calendar
Track compliance deadlines, rent dates, tenancy milestones, and more
Sync
Add Event
April 2026
Today
Property ▾
Compliance
Rent
Tenancy
Maintenance
Viewings
Custom
1 overdue
2 upcoming

Applications & Referencing

Applications flow through submitted, under review, referencing, and approved or rejected. Choose from 8 referencing providers or run manual checks. Track credit, employment, landlord reference, and Right to Rent separately.

  • 8 referencing providers or manual checks
  • 4 check types tracked individually
  • Document uploads: ID, payslips, references
  • Referencing status visible at a glance
Application Status
Statusapproved
Referencing Progress4/4 checks passed
Provider: HomeLet
Documents2/5 uploaded
Passport
Uploaded
Proof of Address
Uploaded
Payslip
Waiting
Bank Statement
Waiting
Employment Contract
Waiting
Verification Checks
Credit Check
Run credit check with referencing provider
Passed
Employment
Verify income with employer
Passed
Landlord Ref
Contact previous landlord
Passed
Right to Rent
Check gov.uk share code
Passed

Convert to Tenant

One click converts an approved prospect into a tenant. Lentals creates the tenancy, links uploaded documents from the referencing stage, and kicks off the onboarding flow.

  • One-click conversion from approved prospect
  • Tenancy created automatically
  • Referencing documents carry over
  • Full audit trail from first enquiry to move-in
Create Tenancy from Prospect
S
Converting: Sarah Mitchell
sarah.mitchell@email.com
Property
42 Elmwood Drive, London
Contract Type
Assured Periodic Tenancy
Rent
Amount
£ 1,200
Frequency
Monthly
Due Day
1st
Tenancy Dates
Start Date
01/04/2026
Notice Period
60 days
Deposit
Amount
£ 1,200
Scheme
DPS
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Create & Convert Prospect
You can add more tenants and serve documents after creating the tenancy.
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FAQ

Prospect Pipeline Questions

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Track prospects from first enquiry to keys in hand.

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