In the Application Details an agent is able to further manage the application.
When clicking on Review Application from an email notification, an agent is taken to the Application Details, or navigate to the Application Details by clicking on the applicant's name from the list view.
This article describes the items found within the Application Details:
- Reduce Currently Applying For
- Application to Rent Modals
- Add Proof of Income
- Full Profile
- Internal Notes
- Activity Feed
Reduce Currently Applying For
If the rental property information is not needed, an agent can reduce the Currently Applying For section by clicking on the minus symbol.
Application to Rent Modals
By scrolling down, the different section of the Application to Rent are separated by modals. Hover to view more detail, or click anywhere within the section to open the modal.
Learn more about Verifications and Actionable Items here.
+ Add Proof of Income
If an agent is needing to upload supporting documents you can do so from the Employment Information section from the Applicant Details. The option may look different depending on whether the applicant either submitted documents or has not submitted documents.
Has not submitted documents
There are no currently uploaded documents for Proof of Income, click +Add
Has submitted documents
There are uploaded documents for Proof of Income, click +
A modal will appear where you can select or drag and drop the documents you would like to add to the file. Then click Save. After saving, the documents will be added to the Renter Resume. If there were previously uploaded documents, the newly added documents will be added to the end of the file.
The Full Profile contains a summary of the the applicant's personal info with contact information and the copy of their government issued photos ID.
If the applicant is applying with others as a Group, an agent can see the additional applicants and click into the Applicant Details of the desired application. Learn about the Guarantor options here.
The Internal Notes are a great way for teams to collaborate.
The Activity Feed provides an agent with time stamped information of the applicant's activity as well as the automated employment and tenancy verifications.
For more information on the employment and tenancy verification process, click here.
Still need help? Submit a support request here.