Applications (Active)

Manage direct applications from first click to enrolment, all in one system

Active Applications handles every stage of your direct application journey, from submission to enrolment. Students apply using your own branded online forms, and your admissions team manages the full process inside Student CRM.

From automated offer letters and CAS processing to the integrated Applicant Portal, Active Applications gives you complete visibility and control, while pushing confirmed data to your Student Records System via API.

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Applications (Active) — modules and portal preview
Applications (Active) dashboard
Key benefits

Run your entire direct application journey end-to-end in one system

Full application management

Handle every step efficiently, in one place.

  • Receive applications directly through your customised online forms
  • Manage offers, conditions, deposits, and CAS stages inside Student CRM
  • Push verified data automatically to your Student Records System via API
  • Empower applicants via the integrated Applicant Portal

Applicant Portal built-in

Give every applicant a secure, branded space.

  • Complete saved forms, upload evidence, and track progress
  • Real-time status updates with optional tips or embedded videos
  • Access help via Knowledgebase or Enquiries form
  • Customise portals for UG/PG/international audiences

Automated communications

Keep applicants informed at every stage automatically.

  • Trigger Emails or SMS through Workflows and Touchpoints on status change
  • Branded, personalised updates at key journey points
  • Consistent, timely communication that builds trust

Offer letters & condition tracking

Save time and reduce admin.

  • Generate and email offer letters automatically
  • Set and monitor conditions as evidence is uploaded
  • Auto-convert to unconditional when all conditions are met

International applicant support

Simplify global admissions processes.

  • Pause during CAS number processing
  • Auto-generate and send CAS letters when issued
  • Manage regional settings, deposits, and finance data

Customisable direct application forms

Capture exactly the data you need.

  • Design flexible, branded forms linked to Student CRM
  • Route applications automatically to the right team
  • CC agents automatically on their applicants’ comms where required

Built-in visibility

Track every applicant and interaction in one place.

  • View complete communication and application history
  • Monitor workflow performance, deposits, and engagement
  • Identify bottlenecks and track conversion by course or audience

Flexible follow-up & reporting

Turn data into insight and action.

  • Schedule reports or share filtered lists with team members
  • Spot applicants needing follow-up or verification
  • Measure outcomes and conversion across groups
FAQs

Applications (Active) FAQs

What’s the difference between Active and Passive Applications?
Active handles applications created inside Student CRM via your own web forms; Passive manages applications created outside the CRM.
Does Active Applications include an Applicant Portal?
Yes. Every applicant gets a secure branded portal to upload evidence, track progress, and communicate with admissions.
Can we push data to our Student Records System?
Yes. Active Applications pushes verified data automatically via API.
Can the system generate offer and CAS letters automatically?
Yes. These letters are created and sent based on workflow triggers.
Can agents be included in communications?
Yes. Agents can be CC’d automatically or overridden per applicant.
Who uses Active Applications the most?
Admissions and international teams managing direct or agent-led applications who want one connected system for communication and conversion.
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