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Lesson 5 of 5 · 7 min

From application to move-in

Review the application, run screening, create the lease and hand off to the move-in checklist.

Once a prospect applies, the guest card becomes the workspace for the decision. The Application and Screening tabs hold what they submitted and what screening returned.

Decide on the application

  1. Open the guest card's Application tab and check it is complete. Chase anything missing from the same card.
  2. Open the Screening tab and review the result. Apply the same written criteria to every applicant.
  3. Advance the stage to Screened, then to Approved or Denied.
  4. If approved, open Create lease on the guest card, choose the property and unit, and create the lease.
  5. Send the lease for signature.
The Lead Manager board with prospects by stage.
The screen this lesson works in, from the StrivBridge sample company.
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