Once you have the landlords, properties and tenants in place you can create a new application.

To start a new application select ‘Applications’ and then ‘Create’ from the sidebar.

Select Main Tenant and Property

The first part of the application process is selecting the lead tenant. You will see 3 options available:


You will be asked to fill out the details of a new tenant to add them to your tenant list

 You will be asked to select a tenant already on your tenant list.

Enter the code for a tenant that has already signed up via the OnBoard Pro site.




You will also be asked to select the property that the tenant is to move into. This will be selected from your properties list. Similar to the tenant selection you can type in the property address and it will search through your properties and display the matching results.

If you are unable to find the property then it will not have been added. You can return to the dashboard via the option to the left and select ‘Properties’ and ‘Create’ to create it.

Once you have selected your main tenant and Property select the ‘Next’ button to continue with the application.


Joint Tenant(s)

If you have more than one tenant moving into the property you can add additional tenants at this stage.



Select the blue ‘Add’ button to add a joint tenant. Again you will be given 3 options:

  • New Tenant – Takes you to the New Tenant form allowing you to add a tenant to your tenant list 
  • Existing tenant – Gives you the option to select a tenant from your tenant list 
  • Pre-registered tenant – gives you the option to add a tenant from their ID code 

When you have added a joint tenant you will see a brief summary of the tenant as shown below


If you would like to remove the joint tenant select the cross in the corner of this summary to remove them.

To add additional joint tenants you can repeat the process above. You can add 3 joint tenants to make a maximum of four tenants on the application.


Final Details

After all the tenants have been added and the property selected you will be prompted to select the Move in date, Rent payment date and the Rental period.


The move in date must be after the ‘Available from’ date of the property



To select the date click on the move in box to reveal a calendar selection, select the month and the year in the top boxes and then select the date the tenant is due to move in.


The payment date is date is the day of the month the rent is due to be taken. When the move in date is selected this will automatically be set to the date the tenant moves in.



If you wish to change this date then you can do so by selecting the drop down box and then selecting the appropriate date. You can only select a payment date between the 1st and 28th of each month, but there is also an option to choose the last day of the month.


The rental period is the fixed term of the agreement and can be between 2 and 36 months.



You can choose the ‘default’ periods using the selection buttons

If you would like to increase or decrease the number of months you can do so by selecting the ‘+’ and ‘-’buttons respectively.