Overview
You’ve configured and turned on your rental application for a property, reviewed your application, and now you’re ready to send it out to your prospects. Let’s go over how you find and send the rental application link to your prospects!
Important: This link is specific to the prospect. Do not use this link for multiple applicants as doing so will overwrite the existing application each time someone new uses it.
The Steps
There are several different ways to send a Prospect a Rental Application. Most notably, these methods will depend on whether or not the Prospect is already entered in DoorLoop.
Send an Application Directly to the Prospect (Already Entered in DoorLoop)
The below instructions assume you have the Prospect already entered in DoorLoop with their contact information entered (email and/or mobile phone number). If you haven't entered them into DoorLoop, you can use these instructions.
On the main menu, click People and then click Prospects.
Find the Prospect you want to send an application to. If they already have contact information filled in, you can use the Rental Application link shown below. Skip to Step 6.
If they don't have any contact info yet, click on the Prospect.
You'll now be on the Overview page of the prospect. Under the Contact Info section, click the + Add New link. Enter a mobile phone number and/or email and click Save to continue.
Now click the Rental Applications tab.
On the Rental Applications section, click the + New Application button either on the middle of the page or at the top right corner.
On the Rental Application window, you'll want to choose a Property that the application will be associated with. You can also optionally select a Unit.
You don't need to specify fees for this application if it is going to use the default fee structure of the property. You'll only need to change this if you want to specify different fees or want to send the application to the prospect for free.
Click Save to continue.
You'll be taken to the Rental Application tab on the Prospect's profile page. Use the Send Application button to send the application to the Prospect directly. (This will only be sent if you have added contact information for the Prospect and will be sent by Email or SMS).
If you did not enter an email or mobile phone number, using the send application button will create an error. Click the View link and you'll be able to enter their contact information. once you do that, you can use the Send application link again.
That’s all! If you’ve set up DoorLoop to send notifications when prospects submit rental applications, you’ll get an email when an application is ready for you to review.
Important: This link is specific to the prospect. Do not use this link for multiple applicants as doing so will overwrite the existing application each time someone new uses it.
Alternatively, Send an Application Directly to the Prospect (Prospect or Not Entered in DoorLoop)
On the main menu, click the + Create New button at the top left corner.
Click on Rental Applications under the Leasing section.
From the Select Prospect window, click on the + New Prospect button at the top right corner. Create the new Prospect there and be sure to enter an email and/or mobile phone number for them under the Contact Info section.
Once you have a prospect chosen or created, you'll now be on the Rental Application window. You'll want to choose a Property that the application will be associated with. You can also optionally select a Unit.
You don't need to specify fees for this application if it is going to use the default fee structure of the property. You'll only need to change this if you want to specify different fees.
Click Save to continue.
You'll be taken to the Rental Application tab on the Prospect's profile page. Use the Send Application button to send the application to the Prospect directly. (This will only be sent if you have added contact information for the Prospect).
If you did not enter an email or mobile phone number, using the send application button will create an error. Click the View link and you'll be able to enter their contact information. Once you do that, you can use the Send application link again.
That’s all! If you’ve set up DoorLoop to send notifications when prospects submit rental applications, you’ll get an email when an application is ready for you to review.
Important: This link is specific to the prospect. Do not use this link for multiple applicants as doing so will overwrite the existing application each time someone new uses it.