Universal Credit Case Management
To Learn More About Universal Credit Case Management
What is Universal Credit Case Management?
Universal Credit (UC) is the working-age benefit administered by the Department for Work and Pensions (DWP) that combines six legacy benefits — including Housing Benefit — into a single monthly payment paid in arrears, normally directly to the claimant. For a social landlord that means the landlord is no longer the default recipient of the housing element; rent collection now depends on the resident, on Alternative Payment Arrangements (APAs) where vulnerability is established, on Managed Payment to Landlord (MPTL) where rent arrears reach the threshold, and on Third Party Deductions (TPDs) for ongoing recovery. The DWP’s Managed Migration of legacy claimants into UC, ending in 2026, is moving every remaining Housing Benefit claimant onto a UC claim that the resident must make themselves.
The operational challenge: a UC case touches Income, Tenancy Sustainment, Welfare Benefits, the contact centre and the resident’s claim with the DWP. Without one shared record, an APA request goes in but nobody knows the outcome, a TPD stops mid-recovery and the arrears grow, or a Managed Migration deadline is missed and a vulnerable resident loses their claim. A single record that holds the claim status, the rent account, the APA / MPTL / TPD history and the resident’s vulnerability flags keeps the rent collected and the resident in their home.
Universal Credit — End-to-End Workflow
- Logged — Universal Credit case opened from a new claim notification, an arrears trigger, an Alternative Payment Arrangement (APA) request, a Managed Migration appointment, or a resident-portal contact, into one record in the Propsys360 Case Management module on Microsoft Dynamics 365.
- Claim status — DWP landlord portal data attached automatically; claim stage, assessment period, housing element, sanctions and conditionality flags visible at a glance.
- Vulnerability assessment — resident’s vulnerability factors recorded; eligibility for an Alternative Payment Arrangement assessed against the DWP’s Tier 1 / Tier 2 criteria.
- APA / MPTL / TPD action — UC50, UC47 and APA1 forms generated and submitted from the case; outcomes returned and attached automatically.
- Tenancy sustainment — linked Welfare Benefit Referral, Foodbank voucher, energy support and Discretionary Housing Payment (DHP) actions captured on the case so the resident isn’t bounced between teams.
- Managed Migration support — for legacy claimants, the case tracks the migration notice, the three-month deadline, transitional protection and the resident’s claim submission, with reminders and outreach scheduled.
- Recovery — Third Party Deduction (TPD) submitted; rent account credited; arrears reduction tracked against agreed plan.
- Closed — claim stable, arrears clearing, vulnerability supports in place; case closed against an outcome category and re-opened automatically if the rent account moves materially.
Universal Credit Case Management in Propsys360
- One record, one version of the truth — every Universal Credit case lives in a single record in the Propsys360 Case Management module on Microsoft Dynamics 365, replacing arrears spreadsheets, welfare-benefits trackers and the income team’s email chains with the Department for Work and Pensions (DWP).
- Linked across Propsys360 — joined automatically to the resident’s Tenancy, Income, Welfare Benefit Referral, Tenancy Sustainment and Complaints records; one screen, one source of truth.
- DWP landlord portal automation — claim stage, housing element, Alternative Payment Arrangement (APA) status and Third Party Deduction (TPD) data flow into the case so the income team isn’t logging in and out of the DWP portal all day.
- Managed Migration tracking — every legacy claimant’s migration notice, three-month deadline and transitional protection eligibility tracked, with proactive outreach scheduled before the deadline.
- Alternative Payment Arrangement (APA) workflow — Tier 1 and Tier 2 vulnerability assessment built in; UC47 and APA1 forms generated from the case data, not retyped.
- Messaging via Universal Credit journal-style updates — every interaction with the DWP and the resident captured against the case in time order, with author and outcome.
- Discretionary Housing Payment (DHP) and hardship support — application status from the local authority attached automatically; nothing left in limbo.
- Key Performance Indicator (KPI) reporting — total residents in UC, arrears change since UC, APA / MPTL / TPD success rates, Managed Migration completion rate; board and regulator returns from live case data.
Teams Helped by Universal Credit Case Management
Income / Recovery Officer — sees the resident’s Universal Credit (UC) claim status, housing element, Alternative Payment Arrangement (APA) and Third Party Deduction (TPD) history on the same screen as the rent account; no logging in and out of the Department for Work and Pensions (DWP) portal.
Welfare Benefits Adviser — picks up linked support — Discretionary Housing Payment (DHP), foodbank vouchers, energy grants, debt advice — with the case context already in front of them.
Tenancy Sustainment Officer — runs Managed Migration outreach with a live list of legacy claimants and their three-month deadlines; nobody slips through to a closed claim.
Contact Centre / Customer Service Advisor — answers a UC question with the live claim status visible, so the resident isn’t sent round the houses.
Housing Officer / Neighbourhood Officer — sees rent-arrears trajectory, APA status and welfare-benefits casework before any tenancy enforcement step; consistent, evidenced decisions.
Director of Housing / Head of Income — sees portfolio-wide UC arrears, APA / MPTL / TPD success rates and Managed Migration completion in one dashboard, ready for the Tenant Satisfaction Measures (TSM) and the regulator’s Value for Money Standard.
Propsys360 Housing Management System
- Integrated
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- End-to-End
Propsys360 empowers social housing with streamlined property operations, advanced technology, and focused resident support through a comprehensive housing management system, integrating property management software and tenant management solutions for future-proof housing management.
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The Neo Technology model allows us to scale our development capacity, accelerating our transformation programmes while future-proofing our business while achieving substantial industry cost savings.
Their integrated agile project teams deliver across a range of business requirements in partnership with our Product Owners, such as System Enhancements, Data Integration & Cloud Migration, enabling Notting Hill Genesis to accelerate our digital transformation goals.
In partnership with Neo Technology, we have enhanced this solution by leveraging the capabilities of Azure Integration Services. This integration enables seamless agent engagement and efficient work status sharing between the Omnichannel system and our SaaS-based work allocation platform.
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