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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The Applications Active module brings your entire direct application journey into Student CRM. From branded application forms and applicant portals through to admissions processing and applicant communications, everything happens in one connected platform, before application data is actively pushed into your student record system via API.

That means admissions teams stay in control of the applicant experience, while student record systems continue doing what they do best - managing enrolled students.

Every interaction remains connected to the rest of the student journey, so you can see how each applicant reached this point; from the enquiries they made and the events they attended, through to the courses they explored and the application they submitted.

And because everything happens inside Student CRM, making changes to forms, communications or applicant journeys can be done instantly, without waiting for developer support or overnight system updates.

The Applications Active module has the following benefits:

Embeddable Application Forms

Applications Active allows you to create branded application forms that can be embedded directly onto your website. Forms can be tailored for different audiences, courses and routes, with logic-based questions only displaying information that's relevant to each applicant.

Whether you're updating a question, introducing a new course or changing the application journey, updates can be made immediately. That means your team stays in control while applicants enjoy a smoother, more intuitive experience from the very first step.

Applicant Portal

Applications Active also provides branded applicant portals that keep everything together in one place. Applicants can upload documents, respond to requests, check their application status and accept their offer without relying on long email chains.

For example, qualifications, personal statements and supporting evidence can all be uploaded directly through the portal, while offer decisions and next steps remain clearly visible throughout the process.

That means applicants always know what's happening next, while your team spends less time chasing information.

Admissions Processing

Applications are managed through a single interface, giving admissions teams a live view of every applicant. Applications can be reviewed, offers made, conditions added and decisions recorded without switching between multiple systems.

As application statuses change, your team can keep every applicant moving through the process consistently and efficiently.

And there's more:

Communication and Conversion

As application statuses change, communication moves with them. Workflows and Touchpoints are triggered automatically based on status, ensuring applicants receive the right information at exactly the right point in their journey.

Applications can be acknowledged instantly, incomplete applications followed up automatically, and offers supported with clear next steps and guidance.

Communications can also be tailored for different audiences, such as undergraduate, postgraduate, international or widening participation applicants.

Applicants can even be invited automatically to relevant events, such as applicant days or subject-specific sessions, helping keep them engaged throughout their journey.

The result is a more personalised applicant experience, while your team spends less time manually chasing responses.

International and Agent Applications

Applications Active also supports international recruitment through its integration with our Agent Manager module. Agents can submit and manage applications through connected portals, while your admissions team retains full visibility and control within Student CRM.

If you'd like to see how agents submit and manage applications in more detail, take a look at our Agent Management Platform video.

The Applications Active module gives your admissions team complete control over the direct application journey, while keeping every applicant connected to the wider student experience.

Book a call with one of our CRM experts to see how Student CRM supports a more connected admissions journey.

What is Applications (Active)?

Applications (Active) is a Student CRM module that helps universities and colleges manage direct applications created through their own branded online forms, from initial submission to enrolment. It gives admissions and international recruitment teams one connected system for applicant portals, evidence collection, offers and conditions, CAS processing, automated communications, reporting, and verified data transfer to the institution’s Student Records System.

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.

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.