QRG - CRM IQ - Application Process from Prospect POV
This QRG will walk through the application process from the prospect's point of view. Use this as a reference to help prospects through the application process if they get stuck.
1. The application workflow can be initiated by the applicant from the prospect portal. The applicant must be registered with RentCafe either from the Team Member sending an invitation or from the prospect signing up on the property website.
2. The prospect can select the floor plan and unit they would like to apply for.
3. Now that a unit has been selected, the prospect will need to complete their ID Verification (See QRG HERE to see how to complete ID Verify). Once they have been approved, they will move onto filling out the application in full.
4. Now, the prospect will sign their Rental Criteria.
5. The next step is optional. If the prospect is the only one applying for the apartment, then they can skip this step. If they are going to have multiple applicants or a guarantor, this is the step that prospects can invite them to be a part of this application.
6. Next, to submit the application, the prospect(s) will have to submit payment. Once all application fees have been paid, then the prospect has officially become an applicant and taken the unit off the market.