Leads & pipeline

Track applications and commission

Track each student's university applications, offers, CAS and the commission you're owed.

Where to find it: Menu → Applications For everyone 7 min

Before you start

Step 1 of 6

In the menu on the left, tap Applications. On a phone, tap the ☰ menu button at the top first.
Owners and admins: tap Switch on Applications.
Open Universities and tap Import UK universities or Add. Add commission terms.
Tap New application, find the student, choose the University or college, Course and Intake, then save.
Open the application and use Move to as offers, deposits and CAS arrive.
In Commission, tap Record money received when the university pays.

The student sees progress in their client portal, and Commission due updates at the top.

ProblemYou typed an ApplyBoard ID and expected it to sync.FixIt's for your records only. We never connect to ApplyBoard.

ProblemFees didn't fill in.FixAdd the course (with fees and intakes) to the university first, under Universities → Courses.