Shortlisting for Landlords Overview

These are the actions that are needed to manage the shortlists in your scheme. Please note the general process are all the same but some schemes may vary in practice and partner relationships.

Shortlists relate to properties going through the advertising cycle and list members who have made a bid against that property. 

If you do not have full access to the CBL scheme and only have Non full partner access to the CBL scheme then you are working for a housing association and will receive a shortlist from the local authority that only shows you the nominations they have selected.

Shortlist Management

Receiving a nomination

Key to shortlist toolbar

Check member details

Creating a member note

Creating a shortlist note

Rejecting the member

Offer property

Resulting the offer

Requesting more nominations

Undo an action

Filtering a shortlist

Closing or resetting a shortlist

Navigation to the tasks screens

The Task List Screen

Verifying a Member directly from the Shortlist

Verifying photo ID at point of offer

Please Note: The following pages describes some of the pages you may see in your own back office others will be similar but different in the detail. They will do the same process, however they may be named or organised differently dependant on the scheme. The system is flexible and configurable to specific schemes and their choice and not all functionality may be present in your own scheme, the pages all perform and act in the same way so processes may vary.