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Review applicants and choose the next step

Track submitted applications, review each applicant and manage their next leasing action.

Before you start

  • Identify the applicant and rental you want to review. Open each co-applicant separately when more than one person is applying.

Find the application

Open Applicants and check Active or Archived. Find the correct rental and open the applicant name. Use Invite renter to apply when the renter has not started an application.

Review the profile

Read Summary and the Renter journey, then open Application, Screening report and Messages for the available details.

Choose an action deliberately

Open Make a decision, read the effect of the selected option and any notice or reasons required by the form, then choose Continue. Use Build a lease when ready to start that separate workflow.

Verify the resulting state

Read the result and return to the applicant profile to check its status. Resolve any error before assuming the decision or invitation completed.

Check the result

  • The applicant profile reflects the recorded decision or archive state. Starting a lease remains a separate action after reviewing the application and available screening.

FAQs

Where did an application go after I archived it?

Open Archived in Applicants. Archive without denying sets the record aside without recording a denial; it does not erase the application.

Does accepting someone create their lease?

No. Check the recorded decision, then use Build a lease to start the agreement workflow. Acceptance does not generate, sign or activate an agreement.

Does a decision cover everyone applying together?

The decision applies to the named applicant. Open the other applicants and review their records and next steps separately.

Screenshots and walkthrough

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