Procedure
Applications can be viewed and managed from the Prospect record and from the Traffic
Dashboard, under Pending Applications.
The Pending Applications will show prospects who have started the online application and
active applicants.
Prospects who have completed the application and paid the fees will move from Prospect
status to Applied status.
Before reviewing the Application Form, remember to review the Select Unit, Rental Options,
and Concessions tabs as applicable.
Entering, reviewing, or editing an application
From the Prospect record, select Application Form.
The Application Form screen will appear.
The names of all persons associated with the application will appear. To enter, view, or edit
the information, click Application Information or Occupant Information.
If you are entering the information on behalf of the applicant, you will need to complete the
Personal Information, Company Information and Other Information tabs.
To review the online application information, open each tab and edit if necessary.
Complete or review the information in the Personal Information tab, including the Current
Address. The Previous Address is not required.
Complete or review the Employer information in the Company Information tab.
The Previous Employer section is not required.
Complete or review the information in the Other Information tab, including the Emergency
Contact.
The Vehicles and Pets sections are not required in the application process, but they can be
added if the information is known. They should also be reviewed if the application was
submitted online.
After all information was entered or any edits were made, click Save.
After reviewing the application form for all applicants, click Next.
You will now advance to the Application Charges screen. If the applicant paid online, you can
review the charges here.
NOTE: If an additional applicant was added after the first application was screened, click
Charge to add the application fee.
The Create Charge window appears.
Add the application fee then click Submit.
If you are manually entering the application and you have accepted payment in the office, you
must add the appropriate fees.
If any additional application fees are required, check the box under Select.
After reviewing or entering applicable fees, select Next. A confirmation screen appears.
Click OK.
You will advance to the Application Status screen, where you will evaluate the application.
Adding or reviewing application documentation
Any documentation the applicant entered online (including the MDRR form for New Jersey
applicants) will be held in SharePoint. To determine what documentation is required for an
applicant, see the Identity and Income Verification Policy.
From the Prospect record, under Other Data, click Attachments.
You can view documents that were uploaded by selecting the Portal Upload Documents
folder.
Click on the attachment you want to view.
Right-click on any attachment that you would like to delete.
NOTE: Social security cards must ALWAYS be deleted.
If the applicant did not upload any documentation, or you are manually entering the
application, click Upload to select documents that have been saved to your desktop or
computer.
If you would like the applicant to be able to view any documents that you manually uploaded,
select the appropriate folder in SharePoint, click Edit in grid view.
The screen will change and allow edits. Select Yes under Show in Portal.
NOTE: Maryland properties must also confirm the ID verification step was completed and
successful.
After all application information and documentation has been entered and/or verified, the
applicant should be screened if they did not apply and pay the application fees online.
Forms and Resources