Introduction to Application and Screening
There are three videos in this series:
Application & Screening Workflow
In this video, you’ll learn how to:
Find an application and review the information submitted
Run a screening report and view the results
Create a lease from an application
Overview of the Application and Screening Section
In this video, you’ll learn how to:
Collect applications online or through manual entry
Search, filter, and review applications, including income and identity verification reports
Screen an applicant
Add internal notes, message applicants, and create an adverse action letter
Track application fees, issue refunds, and review settlements
How to Build an Application Template
In this video, you’ll learn how to:
Create an application template, including fees and property settings
Customize the sections and fields visible to the applicant
Add your own questions and terms and conditions