Processing rental applications

Purpose

The “Applications” screen centralises rental candidate files, whether they originate from the public form or from entry by the agency. Each row displays the “Income”, the “Rent and charges” and the “Income / rent” ratio, coloured according to whether it reaches three times the rent, which allows you to identify solid files quickly.

Accepting an application creates or updates the tenant profile, opens a draft lease on the unit in question and transfers the documents from the file to the profile, in order that the letting process continues without re-entry.

Where to find it

1. Letting
2. Applications

“File” opens the candidate panel, and “Compare” applies to a selection of rows.

Steps

1. Open an application with “File” in order to consult the household information, the candidate message and their “Documents”.
2. Click on “Analyse the documents” in order to automatically identify the employer, the contract type and the net income in the supporting documents.
3. Select multiple applications and click on “Compare” in order to display them side by side in the “Applicant comparison”.
4. Click on “Accept” in order to select a candidate: they become a tenant and a draft lease is created, which you open with “Open the lease”.
5. Click on “Refuse” in order to reject a file: a rejection email is sent to the candidate.

Good to know

• The “New” button allows you to enter an application received offline, by means of the “New application” form.
• Rejected files are deleted automatically six months after the decision, documents included, in accordance with the consent given by the candidate, and the deletion date appears in the panel.
• The accepted candidate receives a confirmation email, and the draft lease incorporates the rent, charges and guarantee of the unit as well as the desired move-in date.

Related guides

• LettingsPublishing an application linkShare a public link per listing or per unit so that applicants can submit their file and supporting documents online.
• LettingsAnalysing and comparing filesHave the AI extract the income, employer and contract from the documents, and then compare up to six applicants on a single table.
• LettingsManaging leasesCreate and track the leases for your units, from draft to the end of the contract, including rent, charges, deposit and applicable legislation.
• LettingsConsulting tenant filesFind each tenant with their leases, payments, incidents, and documents, and manage their access to the tenant portal.
• SalesCreating and publishing listingsDraft your listings in four languages, select their photos and publish them on your website and in your feeds, alongside views, requests and viewings.