Matt
Articles
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Application Denial Appeal - Administrator
Property teams can choose whether or not their applicants are be able to submit an appeal to their application denial. Navigate to to Settings > Company PreferencesSet Denial Appeal Enabled to True...
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Conducting and completing a SiteVisit
Once your SiteVisit configuration is complete, you’re ready to conduct your onsite inspection. This process helps you capture real-time observations, document issues, and produce a detailed report ...
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Configuring your SiteVisit
OverviewSet up your SiteVisit template by selecting your site visit type amenities, reviewing pre-filled questions, and customizing the order and content of your inspection. 1. Defining Your Site V...
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Setting up Your Account and Property
OverviewBefore you begin your first property walkthrough with SiteVisit, you’ll need to ensure your account and property details are set up. If you’re already a HappyCo user, this process will feel...
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Creating and managing application templates
Your application template allows you to ask the questions you want to ask, collect the information you need to collect, and help you hone in on what your property team values most. What you configu...
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Engaging with your prospects
This is a guide for the newest version of our Application and Leasing platform. For more information reach out to support@happy.co!Prospects can enter the system in a variety of ways, to understand...
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Sending a lease out for signature
These are instructions for the newest version of our Application and Leasing product! Once an application has been approved, it’s time to prepare the lease documents for your applicant(s) to sign.⚠...
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Requesting additional information from applicants
As an agent with Application review permission you can ask an applicant to provide additional information through the application review process. Select Request additional details then you can ...
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Managing an application
Once an application has been sent to an applicant you can verify the status by looking at the overall application status and the status of the individual applicants. Once at least one applicant ha...
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Inviting applicant(s) to apply to lease
Start the Application Process There are two ways to invite an applicant to apply directly to a unit: Navigate to leasing section on side nav. Select "Applications" and click on Start Application...