This QRG outlines the steps to take if an already screened applicant would like to add another applicant onto the lease. This process requires additional steps to ensure all applicants have been properly screened and the final screening result is accurate. If lease documents have already been generated prior to adding additional applicants, regeneration of those lease documents is required to ensure all leaseholders appear on the documents.
1. The first step to adding applicants after screening is by navigating to Profile>Roommates
2. Next, select "+Add Roommate" to add on a new applicant to the application.
3. After clicking "Save", you will be redirected away from the roommate's tab. Navigate back to the "Roommates" tab. From here, select the "RentCafe" tab. From there, select the blue "Invite to RentCafe" button to invite the new applicant to apply.
4. Once the application has been completed by the additional applicant, go to the "Screening & Approvals" tab.
To complete this screening properly, it is important to ensure you ONLY screening the new applicant. To do this, make sure to check the green check box under the "Include in Report". Select "Run Report" and choose the "Yardi Screening" report option.
5. Once all standard requirements for screening has been completed, verified, and approved, the household needs to be grouped for an accurate screening result for all applicants. Check the "Include in Report" check box for all applicants. Under "Screening Report Results", select "Update Results" to run an edited screening. This will run their entire household and give an updated result for the whole household and then the application can be moved forward in the process.