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CRM IQ - Adding a Guarantor to an Application This QRG will walk you through how guarantors should be added to applications. They can be added in two ...

How to Attach Documents to Profiles and Attachment Types This QRG covers how to upload attachments to prospect, applicant, and resident records as well as ...

Adding Applicants After Screening This QRG outlines the steps to take if an already screened applicant would like to add another applicant onto the lease...

QRG - CRM IQ - Manually Changing a Prospect to an Applicant This article will cover the process of manually taking a a guest from the prospect status...

QRG - CRM IQ - Setting Designations for Lessees/Keyholders During the leasing process, it is important to set the correct designation or status as a lease ...

QRG - CRM IQ - Approve, Deny, or Cancel an Application This article is going to cover how to approve, deny, or cancel an application after an applicant has...

QRG - CRM IQ - Generating a New Lease This QRG will walk through on how to generate a new lease (not including Blue Moon Leases). 1. From the profile...

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 ...

QRG - CRM IQ - Entering, Editing, and Completing Work Orders This QRG explains the process of entering, editing, and completing work orders in CRM IQ. ...

QRG - CRM IQ - Generating a Blue Moon Lease This QRG will walk through to generate a Blue Moon lease. 1. From the profile, go to "Rental Options...