Introduction to the Application Evaluation Detail Screen
Video : Application Evaluation Screen Orientation
Open the Application Evaluation Detail Screen
From the Tree View:
- Expand Leasing
- Select Application Dashboard
- Click Application Evaluation for the selected applicant
Overview: Application Evaluation Detail Screen
Application Evaluation Detail Orientation
1. Tree Navigation
2. Header Navigation
3. Application Status
4. Applicant Detail
- Complete Checkbox
- Status (All Active, New, In Process, Waiting Approval, Qualified, Rented, Denied, Cancelled)
- Leasing Rep Name
- Property Address
- First Name (P-Primary) (S-Secondary)
- Last Name (P-Primary) (S-Secondary)
- Date of Birth (P-Primary) (S-Secondary)
- Social Security Number (P-Primary) (S-Secondary)
- Phone Number (P-Primary) (S-Secondary)
- Email (P-Primary) (S-Secondary)
- Co-Signer Checkbox
- Rent Requested Amount
- SAVE Button
5. Rental History
- Complete Checkbox
CUR-Current / PRV-Previous
- House Number
- Street Name
- Unit
- City
- State
- Zip Code
- Landlord Name
- Landlord Phone Number
The following fields correlate to the Landlord Verification Form
- Rent Rate
- How Long (Length of Residency)
- Pay on Time (Yes or No)
- Evictions (Yes or No)
- Rent Again (Yes or No)
- Gave 30 Day Notice (Yes or No)
- Condition of Property Good (Yes or No)
- Notes Text Box
- SAVE Button
6. Credit Screening Report
- Complete Checkbox
- Process New? Checkbox
- Primary (P) Applicant Credit Screening Report Button
- Process New? Checkbox
- Secondary (S) Applicant Credit Screening Report Button
7. Employment History
- Complete Checkbox
Primary & Secondary
- Company & Contact
- Phone Number
- Verified By (Name of person giving validation)
- Title (Title of person giving validation)
- Monthly Gross Income
- How Long (length of employment)
- Additional Income Amount
- Additional Income Source
- Full Time (Yes or No)
- Notes Text Box
- SAVE Button
8. Gross Income to Rent Calculations
- Complete Checkbox
- Gross Income (Primary Resident)
- Gross Income (Secondary Resident)
- Additional Resident Gross Income
- Miscellaneous Income
- Miscellaneous Income (secondary)
- Calculations & Percentage Analysis
9. Credit Report Ratio Analysis
- Complete Checkbox
- FICO Score
- # of Open Accounts
- # of Delinquent Accounts
- # of Judgements
- # of Collections
- Calculations & Ratio Analysis
10. Debt to Income Calculations
- Complete Checkbox
- Revolving Accounts Monthly Total
- Installment Accounts Monthly Total
- 3% Monthly Total of Collections
- Miscellaneous Expense
- Miscellaneous Expense (secondary)
- Calculations & Percentage Analysis
11. Notes & Applicant Files
a. Notes
- Notepad Text Box
- Add Button
- Historical Notepad Record
b. File Cabinet
- Identified File Name Field Box
- Browse Button
- Add Button
- List of Uploaded & Archived Documents (Hyperlinked)
12. Evaluation Forms
- Check All Checkbox
- Current Landlord Rental Verification
- Previous Landlord Rental Verification
- Primary Employment Verification
- Secondary Employment Verification
- Print Preview Button
- Email Checkbox