Applicants
Track and review applicants for your properties, then accept or decline them.
Applicants Dashboard
This is where you keep applicant work moving. See what is waiting across your properties, then jump straight to the list you need.
📸 Screenshot: the Applicants Dashboard.
See what is waiting
Four cards count the work in front of you, so you know where to start.
| Card | Counts |
|---|---|
| Applications | Rental applications waiting for a decision |
| Guest Cards | Guest card entries |
| Contact Us | Contact requests you have not answered |
| Inactive Leads | Leads that have gone quiet |
Jump to a list
Each card below the counts opens a working list. Select the one you need.
| Card | Where it takes you |
|---|---|
| Applications | Review and decide on rental applications |
| Guest Cards | Handle guest card entries and visitor details |
| Contact Requests | Answer inquiries and track your replies |
| Inactive Leads | Revisit quiet leads and forward them |
| Leases | Manage lease agreements and terms |
To decide on a single applicant, open Applications, then select the person. See Reviewing an Applicant.
Reviewing an Applicant
Open an applicant to make a decision. This page gathers everything you need — their answers, their score, and their documents — so you can accept or decline with confidence.
📸 Screenshot: an applicant detail page.
Judge the applicant
- Score — how the applicant did against your questionnaire scoring rules. It is your quick read on fit.
- Status — where the applicant stands right now.
- Activity — a timeline of what happened and when. It fills as the application is submitted, scored, and actioned.
Check the evidence
Open each document to see the full picture before you decide. A document appears only when the applicant has it.
- View questionnaire results — the applicant's answers and how they scored. Always available.
- View application — the full application. Appears once the applicant completes one.
- Download credit report — the applicant's credit report. Appears when a report is on file.
Work with your team
- Add an internal note to record your team's thinking. Notes stay private to your team; the applicant never sees them.
- Use Reassign reviewer to hand the applicant to a teammate.
Make the decision
Decide with the buttons at the bottom of the page.
- Accept — approve the applicant.
- Decline — reject the applicant. Add a Reason so your team has a record.
Changed your mind? After you decline someone, the Accept button becomes Undecline. Select it to reverse the decline.
Your decision updates the applicant's status and adds an entry to the activity timeline.