Introduction to the Leasing Application Dashboard
This is the Main Screen used to index, process or search for any applications that have come through the system by the Leasing Department. All applications received will show here and be processed accordingly. This is usually the first step of processing a prospective resident for a rental property, after the initial call or showing (of which a PRI or Prospective Resident Interview Sheet would be on file for them). All information included in the application will automatically carry over into the additional screens following this Leasing Process. This includes, the Evaluation Screen and the Lease Input Screen.
Video : Application Dashboard Orientation
Open the Application Dashboard
From the Tree View:
- Expand Leasing
- Click on Application Dashboard
Open the Application Dashboard
Applicant Interview Sheet Orientation
1. Tree Navigation
2. Header Navigation
3. Input Search Fields
- Last Name
- From Date
- To Date
4. Filter Search Criteria
- Date Type Drop-down
- Leasing Rep Drop-down
- Application Status Drop-down
- Cosigner Check-box
5. Search Button
6. Status Color Code Legend
7. Status Column
- Current Status Indicator (Color & Type)
- Change Status drop-down menu
8. Applicant Name/ Detail
- Name
- Phone
- Leasing Rep Assigned To
- Property Address / Applied for
9. Received Date / Timestamp
10. App Fee Date / Processing
11. App Fee / Amount
12. Started Date / Processing
13. Evaluation Data
- Application Evaluation Screen Link
- Lease Input Screen Link
13. App Status / Processing Check List
- App Detail
- Rental History
- Credit Report
- Employment History
- Income / Rental Ratio
- Credit Ratio
- Debt / Income Calculation
15. Process Date Columns
- Date Qualified
- Deposit Due Date
- Deposit Received Date
- Date Called Owner with Approval
- Date the Lease was Generated
- Date Management Approved the Lease
- Date the Lease was Signed
- Date the Lease was Signed by Management
- Move in Date
- QC on Resident
16. Disable Link
- (So as not to Delete a file that may be needed for compliance records, this link is used to disable and hide the applicant file, still stored in the system)
17. Update Button
- (This allows for changes to be saved, updating the line for each Application Listed; such as a change in status, using the status drop-down menu; as well as filling out and saving the dates in their respective fields for the actions completed throughout the leasing process)