Case study
Licence to Alter, from lessee application to deposit return
Earl Kendrick's Licence to Alter team takes each application through 15 stages and several parties: lessee, managing agent, EK and solicitors. We scoped a first phase that runs the whole lifecycle in one place, with magic-link access for each party, EK's document templates and automated chasers.
2026
What we built
- 15-stage application lifecycle
- Magic-link access for every party
- Documents generated from EK's eight templates
- Automated chasers
- YourEKA and central booking integration
The challenge
A licence to alter passes through many hands: from the lessee to the managing agent, EK's Licence to Alter team and solicitors, then certificates and, finally, the return of the deposit. EK's own flowchart has 15 stages, and the paperwork runs to eight templates, from the LTA report with its clause library to monitoring reports, letter licences and pre-commencement and post-completion certificates.
What we did
- July 2026 — discovery with EK's Head of Licence to Alter, followed by the team's flowchart, templates and example reports
- Scoping — a first phase covering the 15-stage lifecycle, a multi-party portal, the templates, chasers, and integration with YourEKA and EK's central booking module
What we built
Rather than build its own calendar, the system plugs into the booking module being built for EKi as a whole, and it carries over the decision from the RCA tracker that on-site capture is photographs only.
The result
The first phase is scoped. It is designed to give each application one record, from the lessee's first approach to the deposit coming back, that every party works from.