Analyse Tenant Applications with AI Tools

After a prospective tenant completes the online application form, you can use AI to summarise the application data, including bank transactions, if authorised.

To ask the prospective tenant to authorise 90 days of bank transactions using the secure Open Banking protocol, ensure to select the option when adding the applicant.

Analyse the application

To analyse the application, follow these steps:

  1. Navigate to Applicants in the sidebar of the Tenancy Builder part of the website
  2. View the application via the actions button
  3. Scroll to the bottom and click Analyze with AI.

The first analysis may take a few moments, and a detailed application summary will be displayed. The summary will include bank transactions if the prospective tenant authorised them.

Upload files

At this time, any files that the applicant uploads, such as payslips or passports, are not added to the AI summary.

However, you can manually upload any PDF document to the AI, including passports, payslips, accounts or references.

Questions about the application

Once the first summary has been completed, you can ask questions about the application. Bank transaction questions will only work if the prospective tenant authorises them.

Example questions to the AI might include:

  • Using the bank transaction data, confirm regular income transactions
  • How old is the applicant
  • How long have they been living at their current address
  • Using the bank transaction data, does the applicant have the means to afford the property?

We'd be grateful for feedback on questions that work particularly well or poorly.

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