Procedure
When an applicant no longer wants to move in, or their application was denied, action must be taken in CRM to cancel or deny the application.
- Approved applicants who cancel within 72 hours of application submission are entitled to a refund, as outlined in the online application process.
- If you need to re-apply a canceled or denied applicant within 30 days of their original screening report, enter an A/R support ticket with your property and the canceled or denied applicant’s name. If over 30 days, the applicant must re-apply with a new guest card.
To cancel an application:
From the Prospect record, select Application Status. The Application Status screen will appear. Click Cancel.
The Canceling screen will appear. The date and time will populate, and the Agent name will default to the leasing agent notated on the guest card. Change the Agent name if needed, enter a reason for the denial, and click Dismiss Future Appointments, if applicable. Click Save.
A confirmation screen will appear. Click OK.
The applicant’s status is automatically updated to Canceled.
To deny an application:
From the Prospect record, click the dropdown arrow next to Evaluate Application on the black toolbar. Click Deny.
The Denying screen will appear. The date and time will populate, and the agent name will default to the leasing agent notated on the guest card. Change the agent name if needed, enter a reason for the denial, and click Dismiss Future Appointments, if applicable. Click Save.
A confirmation screen will appear. Click OK.