Leasing Operations

Applicant & Lease Documents

Keep the guided application, screening handoff, staff decision, and post-approval lease documents in clear stages.

Step 1 Guided Application Contact, rental history, household, income context, and attestations.
Step 2 RentSpree Handoff Provider screening stays outside Tenancy-IQ while status remains visible.
Step 3 Lease Preparation Approved applicants receive only the lease and conditional addenda that apply.

Workflow Boundaries

What Belongs in Each Stage

Private by default
Built-in application The secure invited workspace is the authoritative application and supports save and resume.
Application disclosure Publish current screening criteria to the applicant before attestation and submission.
Provider screening RentSpree handles identity, SSN, credit, criminal, eviction, and screening reports.
Lease documents Lease templates and conditional addenda stay staff-managed until approval and applicability review.

Company Documents

Classified Applicant & Lease Files

Checking company packet

Application disclosures may be applicant-visible. Lease templates and conditional addenda can remain staff-only until the appropriate stage.

Review Flow

What Happens After You Apply

  1. Issue a secure applicant link Each adult applicant uses a property-specific invited workspace and can save progress before submission.
  2. Review the guided submission Confirm required fields, attestations, and any company-required income evidence without collecting unnecessary identity data.
  3. Verify provider completion Open RentSpree to confirm completion. Applicant-reported completion is not staff verification.
  4. Decision and lease coordination Record the staff outcome and decision, then prepare the lease and only the addenda that apply.
Incomplete application Save or request information Applicants can resume drafts; staff can identify missing required application fields.
Submitted application Ready for staff review Submission does not mean approval or verified screening completion.
Approved applicants Lease coordination Approved applicants receive next steps for documents, deposits, and move-in timing.

Next Step

Open the Applicant Workspace

Create or open applicant Use Leasing to issue the secure application link and monitor progress
Manage files Use Company Documents to classify application disclosures and lease-stage files
Privacy rule Never upload screening reports, SSNs, government IDs, or bank/card details