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Update Your Decision on a Rental Applications and Inform the Prospect

Learn how to update decisions on your Rental Applications.

Samuel avatar
Written by Samuel
Updated over 8 months ago

Overview

As you receive and track rental applications, one of the final steps is to make a rental decision, update the application with your decision, and inform the prospect.

The Steps

  1. When on the Overview tab of a rental application, click on the Update Decision button.

  2. You can update the decision to the following choices:

  3. 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.)

  4. Notify the prospect of your decision however you normally would.

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.

Applications that are approved will not give you the option of entering a custom approval message. The message will looks like this:

If you are denying an applicant and select the option to send an automated response email, you will be able to proved a customized 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 Steps

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