Overview
Like many things in DoorLoop, we provide multiple ways for you to find and review submitted rental applications. You can view all your rental applications together in one place, view them for each property, or even go find the individual prospect created when someone submits an application.
Let’s go through each method now!
The Steps
If you have notifications for submitted rental applications turned on, the user or users you choose to receive these notifications will get an email that an application has been submitted.
Tip: You don’t have to turn this feature on to review rental applications, but it can help you review them faster!
Step 1 - Viewing a Rental Application
To view rental all rental applications (submitted and sent), click Leasing on the main menu and then click Rental Applications.
From here, you will see all rental applications ever submitted and sent unless you’ve deleted some. (There are different ways you can sort the Rental Applications page if you need to narrow down the list of applicants.)
Find and click on the rental application you want to view or edit.
There are other ways you can view rental applications. For a complete list and instructions, please read the article: Find and View Submitted Rental Applications.
Step 2 - Review the Rental Application
Once you find and click on a rental application, use the various tabs to review and work on the application.
Overview - shows you basic information about the application.
Rental Application - allows you to review and print the actual application the prospect filled out.
Reports - allows you to request and view these reports.
This section will show reports if initially requested. If not, you can request them from here.
Tasks - allows you to create Tasks related to the rental application.
Notes - allows you to add additional information for you to refer to later.
Files - allows you to add additional attachments for you to refer to later.
Step 3 - Assign a User to Manage the Rental Application
When viewing a rental application, click on the blue 3-dots icon in the upper right corner and choose Edit.
Once on the Rental Application window, make sure the Property and Unit fields are filled in. Then, choose the user or users you want to manage this application in the Assigned To drop-down menu.
Click Save when you are done.
Now when you or another user filters rental applications by the Assigned To field, this rental application will show up for the user or users you assigned it to.
For full instructions on how to assign users to a rental application, read the article: Assign a Rental Application to a User.
Note: Don’t edit any of the other sections in the Application Fee or TransUnion Report sections at this point, because this won’t change the fee or actually request reports if you didn’t have the TransUnion Report option turned on in your rental application settings when the prospect submitted their application.
Step 4 - Update Your Decision
When on the Overview tab of a rental application, click on the Update Decision button.
You can update the decision to the following choices:
No Decision: Keep this status if you haven’t yet made a decision.
Approved: Choose this if you are accepting the prospect as a tenant.
Rejected: Choose this if you decide not to approve the prospect.
Note that if you deny an application because of TransUnion SmartMove reports, you are required by federal law to give the prospect an “adverse action” notice. To learn more about this, refer to the Federal Trade Commission’s explanation here.
The prospect has a right to dispute their TransUnion SmartMove report with TransUnion. Keep in mind that the ResidentScore reported by TransUnion is NOT the same as a credit score, but a special score based on a credit report with differently weighted factors TransUnion has found to be 15% more effective at predicting evictions than a traditional credit score.
Ignored: If an application was submitted in error, you can ignore it if you don’t want to delete it.
Add any optional Notes about the decision and then click Save. (These notes will show if you go back later to update your decision again.)
Notify the prospect of your decision however you normally would.
If you are rejecting a prospect and they ask for their TransUnion SmartMove reports, you can download and send them the reports using the instructions in this article here. You can also send a Rental Application Denial Letter if your state requires it.
If you’ve accepted their application, you can send them a lease for them to electronically sign as your next step!
Note: You can automatically let the prospect know if they were approved or rejected by toggling on the "Send automated response email to the applicant with my decision" option.
If you are denying an applicant and select the option to send an automated response email, you will need to enter a reason for your denial. It is also recommended to provide the Adverse Action Letter to the automated response by uploading the file. You can download a copy of this letter from our resources page here.
The email sent to the prospect will look similar to this:
Next Step
If you approve the prospect, you can create a new lease directly from the rental application or the prospect's profile. For details on how to do this, read the article: Create a New Lease From a Rental Application.
Disclaimer
The Criminal Report, Eviction Related Proceedings Report and SmartMove recommendation service (a credit score based recommendation) are subject to federal, state, and local laws that may limit or restrict SmartMove’s ability to return some records or recommendations. Certain jurisdictions may limit what records are eligible for return, click here for more information.
National Sex Offender State, Federal Watch Lists and National Most Wanted
Databases are NOT impacted.
Next Steps