Portal upload

Applicant playbook

Keep every additional adult's application details separate

Identify each adult's role and keep their details, consent and evidence independently traceable.

Market
UK
Jurisdiction
England
Updated
01

Short answer

Decide which household role the portal is asking for, confirm that adult's consent and keep their evidence under their own name. Identify each adult's role and keep their details, consent and evidence independently traceable. Do not place one adult's records under another applicant's statement.

Useful context

Keep every additional adult's application details separate

A household summary is only clear when each adult's role, contact details, consent and records remain attributable to that person.

The practical focus is live portal role allocation and consent.

Action plan

Check the record behind additional adult plan

Review the household summary with each named adult.

Use the checklist to connect additional adult plan to the current person, property and source.

  1. Person: start a separate portal row with the additional adult's full name before entering any shared household detail.
  2. Household role: clarify whether the additional adult is an applicant, occupant or other household member before completing the portal row.
  3. Contact: attach the phone or email to the additional adult who confirmed it.
  4. Consent: confirm the person's permission for this recipient and additional adult plan purpose.
  5. Income owner: attach each income record to the adult it describes rather than treating household income as one undifferentiated amount.

Practical example

Keep every additional adult's application details separate: worked example

Morgan and Lee will share a home, but only Morgan is completing the portal. They list Lee as an additional adult, retain Lee's own contact route and do not upload Lee's information until the request and permission are clear.

Continue in RentFiles

Turn this guide into a clear application pack

Open RentFiles after you are ready to keep every additional adult's application details separate. RentFiles can organise the renter’s own details into a structured PDF. It does not decide what the recipient requires, verify evidence or predict the application outcome.

  • Prepare a structured rental application PDF with RentFiles.
  • Fill your application before you choose whether to pay for a PDF export.
  • RentFiles helps organise the file; the agent or landlord decides the application outcome.

Keep in view

Risks to avoid with additional adult plan

Do not place one adult's records under another applicant's statement.

Keep personal information relevant to the recipient's stated purpose and avoid adding sensitive material that was not requested.

Key points

Keep the reviewed additional adult plan record

Keep the final additional adult plan note with the property version it was prepared for.

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Questions

Common questions

Clear answers for the decisions people usually pause on.

How should each adult's evidence be separated?

Person: start a separate portal row with the additional adult's full name before entering any shared household detail. Household role: clarify whether the additional adult is an applicant, occupant or other household member before completing the portal row. Contact: attach the phone or email to the additional adult who confirmed it. Consent: confirm the person's permission for this recipient and additional adult plan purpose.

Can one adult's records be filed under another applicant?

No. You should not place one adult's records under another applicant's statement.

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Keep every additional adult's application details separate