Tenants → Applications

Review and manage tenant applications from the Manager area.

Opening the Applications list (pending, approved, declined)

Go to /Manager/Index to see applications. Filter or view by status: pending, approved, declined.

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Viewing application detail (all sections, documents, screening status)

Open an application to see all sections, uploaded documents, and screening status. Review before approving or declining.

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Approving or declining an application (with manager notes)

Approve or decline from the application detail. Add manager notes for your records or for the applicant. Submit to update status.

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Section-level approve/decline (Part 1, Part 2, Part 3 if applicable)

If you use multi-part applications, approve or decline by section (Part 1, Part 2, Part 3). Applicant may need to complete more before full approval.

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Screening: starting or viewing Checkr status, opting in Part 2, package selection

Start or view Checkr screening from the application. Opt the applicant into Part 2 if needed. Select the screening package and run the check.

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Refreshing screening status and syncing report

Refresh to get the latest Checkr status. Sync or import the report when complete so it's attached to the application.

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Move-in: starting Move In from an approved application (lease dates, rent, fees)

From an approved application, start Move In. Set lease dates, rent, and fees. Complete the move-in flow to create the tenant/rental record.

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Move-in unpaid flow (if applicable)

If you support move-in without full payment (e.g. deposit later), use the unpaid flow and track balance or follow up.

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Uploading lease document

Upload the signed lease (or lease document) to the application or tenant record. Link it to the correct entity for easy access.

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Deleting an application

Delete an application only when appropriate (e.g. duplicate, test). Confirm; deletion may be permanent and remove documents.

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Application payments and refunding deposit (if applicable)

View application payments (fees, deposits). Refund deposit from the application or Payments area if the applicant is declined or withdraws.

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Application questions (Manager → Questions): viewing, adding, deleting custom questions

In Manager → Questions (or Settings), view, add, or delete custom application questions. These appear in the application wizard for applicants.

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