Online Application / Prospect Portal

Prospect Portal Guide

• Prospect-Driven Applications

Leasing Guides and FAQs

• Manually Signing and Uploading Lease Agreements
• Leasing FAQ: How to Cancel an Application or Remove Applications that are In-Progress
• Leasing FAQ: How to remove a guarantor or co-tenant from the application prior to approval
• Leasing FAQ: How to redo an application for an existing applicant (ie, unit change or other changes)
• Leasing FAQ: How to make changes to an application. Changes such as change unit, change move-in date, and other changes
• Inviting Prospects to complete Online Applications

Lead Management

• Lead Closing And Journey From Lead to Approved Lease

Equifax Canada

• Equifax Setup Requirements

Application and Leasing Policies Settings

• Property Vista Pro-Rate Setup
• Accepting applications without a unit (Non-Yardi)
• Deposit Top Up
• Application Charges Policy
• Approval Checklist Policy
• Background Check Policy (Canada)

See all 16 articles

Setting Up Lead Management Policies

• Reference Sources And Marketing Channels
• Lead Management

Application Process

• Completing a Credit Check
• Lease Application Flow
• Stopping Online Application for Co-Tenant
• Disable Adding Guarantors to an application
• Removing a Guarantor

Initial Application/Lease Setup

• Custom website with building listings - simple version
• Set-up Prorate Policy Rules
• Application Inserts
• Deposit Settings
• Setting up Policies for Application Process
• Add Included Utilities

See all 8 articles

Initial Application/Lease Setup (with Yardi Integration)

• Accepting applications without a unit - Yardi
• Map A/R codes in Property Vista to match Yardi
• Add Included Utilities & Amenities