Add New Applicant
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Last updated
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To add a new applicant, click on the Applicants in the sidebar and then "add new" on the right.
Fill in the fields as presented and as shown below.
You can also insert from one of your profiles using the dropdown which will fill in the first few fields from the selected profile.
Enter the landlord display name. This will be shown on the application form to the prospective tenant.
Enter the tenancy address for the application. This will be shown to the applicant when they complete the form.
Enter the first and last names of the applicant (prospective tenant).
Select from the dropdown what the use of the property is for. This selection will modify the fields shown to the tenant. Residential shows most fields whereas garage for example shows fewer fields (for example, choosing garage won't ask if they have pets).
Enter the proposed rent and tenancy deposit. This will be displayed to the applicant on the form.
If "Yes" selected, an additional page for guarantor information will be added to the application for the prospective tenant to complete.
Once all information has been entered, click "save" to save the information and a popup will be displayed.
On saving, a unique website URL is generated for that applicant to complete an online application.
You will need to manually email the applicant the unique URL and there are two copying options.
If you click the copy all text button, the text as seen in the popup will be copied to your clipboard and can be pasted into your preferred email client for sending to the prospective tenant.
If you edit the text, don't delete the "complete application" text as that contains the unique URL. If you accidentally delete, close the popup, edit the applicant and click save again.
If you prefer to use your own wording, text message or app to send the link, you can click on the "copy link" button next to the URL. Then paste the copied URL into whatever you're using to communicate with the prospective tenant.
Close the popup when copied.
