This policy allows you to customize the APPLICATION as it relates to the LEGAL WORDING and signature rules. Use this to set up the Application Agreement wording and layout.
This drives the Legal process and sets up the Confirmation Steps within the Application.
Step 1: Navigate to Administration→ Policies → Application Leasing→ Lease Application Policies→
Select the Policy level
Step 2: Select the Legal Step tab
Enter your legal wording here. For best results we recommend using one "box" per paragraph. You are able to add SIGNATURE requirements for each legal box. Ie., based on your preference you can force that the Tenant must sign: Full Name, Initial, Press Agree Box, Press Agree Box and Sign Full Name or Nothing.
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- You will also need to configure the legal wording based on ROLE. Ie, you may want to have different wording for Guarantors than you would for applicants.
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Step 3: Select the Confirmation Step tab, set up areas as required.
- Confirmation Step: This step is after signing the Application Agreement. It is recommended to add something around your Privacy Policy and Digital Signatures in this section. You are able to add SIGNATURE requirements for each legal box. Ie., based on your preference you can force that the Tenant must sign: Full Name, Initial, Press Agree Box, Press Agree Box and Sign Full Name or Nothing.
- You will also need to configure the legal wording based on ROLE. Ie, you may want to have different wording for Guarantors than you would for applicants.
