How to create an application

Hannah Aitchison

September 22, 2026 02:38

This guide will show you how to create an application as a part of establishing a tenancy.

Click on the Applications under Housing to view all current applications.
Click on + New button in the top main bar.
First, enter the Type and Source for this application.

Note: Business support will toggle yes, BOS approved so you do not need to do this.
Under Tenant Details, search for the contact you previously shared from Recordbase. It will populate their details. If the client does not appear in the Select Contact box when you search, check that you have shared their Recordbase file with Zavanti (see How to add client information to Zavanti via API – Wise Up!)
Save.