Leasing

Application Pipeline

Track applicants from inquiry through screening, approval, lease setup, and move-in readiness.

Applicant & Lease Documents

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Leasing Work Queue

Applicants needing action

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Pipeline Stages

Move applicants toward a signed lease

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Applicant Intake

Add a tracked applicant

Use this path for mailed, emailed, or walk-in applications. After saving, open the applicant workspace to attach scans and issue a secure portal link.

Ready for a new applicant.

First Name Last Name Email Phone Property Select an active company property or leave this as an unassigned general inquiry. Add property

Rent Snapshot Optional during initial intake Monthly Rent Rental assistance or another payer covers part of the rent Leave this off when the household is responsible for the full monthly rent. The confirmed values are stored as a dated application snapshot. Later property rent changes do not rewrite a submitted application.

Intake Method Lead Source

Showing Optional

Not scheduled

Status Target Move-In Optional

Items already received Application submitted Income proof (optional unless required) Application fee (if applicable)

Screening is set up after the applicant is saved from the Screening step.

Notes

Applicant Work Queue

Tracked applications

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