Approval Checklist Policy

This policy allows you to create a customizable checklist for you and your team to complete when reviewing an application to be approved. Common usage would be: Called Previous Reference or other company specific rules you would like to check before approving an Application. Take a moment to review and create your own checklist in this Policy.


Step 1: Navigate to Administration→ Policies → Application Leasing→ Approval Checklist



Step 2: Select either + New Application Approval Checklist or Organization to edit the current policy



Step 3: Select the pencil to edit, Navigate to the Checklist Items tab, make any necessary changes.



Step 4: press Save







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