Vincent Galante
Articles
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Adding Applicants to a Completed Application
You may encounter situations where new applicants need to be added to an application that is already completed. For companies who do not use a PMS, this can be done in a few steps. Steps Open Your...
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Adding a Custom Schedule to a Lease
Custom schedules are useful if you wish to add clauses on top of your standard lease. These can be configured when you create a lease. Steps Open Your Desired ApplicationFrom the menu, navigate to...
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Reminding Applicants to Apply
It can be helpful to remind applicants to apply when they have not progressed with their application. Reminders can be sent whenever you choose, but we recommend limiting reminders to once a day ma...
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Transferring an Application
In situations when multiple leads apply for the same unit, or an applicant changes their mind, you may want to transfer the application. Applications can be transferred to a different unit or prope...
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Applying in Person
For leads who don't have access to a computer or who aren't comfortable applying on their own, an in-person application flow is available. Leasing agents can assist these leads by helping them to a...
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Inviting a Lead to Apply
Inviting leads to apply requires minimal work from your leasing team and starts your leasing workflow. Step 1: Start Your Invitation Navigate to ApplicationsFrom the menu, select Applications. ...
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Viewing Applications
The Applications dashboard contains all applicants - from those invited to apply to application completion. Using Application Tabs Tabs allow you to focus on data that is most important to your sit...
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Sending a Message to Residents
Site team members can send a receive messages with residents who have opted into the Resident Portal. It's a convenient way to answer quick questions or pass on important information. Note: Message...
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Cancelling a Lease
Lease cancellation is only available to customers with a PMS integration. Steps Find and Open a LeaseFrom the menu, select Rent Roll. Find the lease you wish to edit and click on it. Navigate to C...
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Cancelling a Move Out
Scheduled move outs can be cancelled in the event that an error has occurred or residents have changed their minds. Steps Find and Open a LeaseFrom the menu, select Rent Roll and locate the lease ...