Set Up Rental Applications

Configure your default rental applications settings.

Samuel avatar
Written by Samuel
Updated over a week ago

Overview

A Rental Application is a document used by a landlord or property manager to assess prospective tenants who are interested in renting a room, unit or property. It looks at the prospective tenant’s personal information, household information, residential history, employment and income, and background information. Rental Applications may also be accompanied by a rental application fee, which covers the cost of processing the application and screening the tenant.

DoorLoop lets you setup different rental application fees that can cover tenant screenings and background checks. It's highly recommended that you run background screening and request those reports to improve the quality of the tenants you approve.

Using rental applications in DoorLoop starts with your company-level settings. What you configure here will be the default for your rental applications unless you override a section at the property level. With these settings, you’ll be able to customize many aspects of your rental application including which information is mandatory and any additional requirements you might need that are outside of the standard categories.

The Steps

Company-Level Rental Application Settings

To access the default Rental Applications settings, you would first click Settings located on the main menu. Then you would click on the Rental Applications button under the Property Settings section.

Clicking this will bring up the Rental Applications settings window. For those who have been with DoorLoop for quite some time, you'll notice that the new settings window will look very different.

Tip: Every section now has fields that you can turn on and off (unless they are mandatory) as well as whether or not certain fields are required to fill out before moving to the next section.

Manage Fees

To set up the Application Fees, you will need to have a verified address entered. If you've already done this, read on.

On the Manage Fees section, you'll have three options now when selecting fees:

  • Screening Fee: Use this option if you don't have a Merchant account set up, but still want to run a background check for applications. There will be a $49.90 fee charged to the applicant.

  • Cover Screening Costs: This option will not charge the tenant for the rental application and will not request reports automatically. If you decide to request reports after, you will be charged an amount for requesting reports based on your subscription plan.

    If you decide that you want the prospect to pay for a background screening, you will need to have them fill out a new rental application again with either the Screening Fee or Customize Your Fee options selected.

  • Customize Your Fee: This option lets you enter a custom amount to charge the applicant for the application fee. Note that using this option will always deduct $3.50 for the credit card processing fee. Here you can also decide whether or not to run screenings that the applicant will pay for. Click the box for "Deduct Screening cost from application" to run screenings. The screening fee is based on your subscription tier.

You will need to click the box labeled "By using the rental application, I accept the DoorLoop and TransUnion Terms and Conditions." to use Rental Applications.

Note: Cover Screening Costs and Customize Your Fee screening fees are based on your subscription plan.

Instructions

If you have any specific instructions for your applicants, this is where you'd include them. This is what will be shown on the first page of the rental application. You can also add instructions to each page of the application separately.

Applicant Info (Mandatory)

Add instructions (optional) for this section. This section will ask for general information about the applicant, such as their name, contact information, demographics, ID numbers, etc. As mentioned above, you now have the option to make certain fields required or not. For instance, not everyone has a Drivers License, so now you have the option to have your applicants skip these sections if necessary. You will notice that some sections can not be deselected because they are required.

Note: A Social Security Number and Driver's License will still be required if intend to run background checks of your applicants through TransUnion.

Residential (Mandatory)

Add instructions (optional) for this section. This section asks about the applicant's current residential situation. Here they'll enter their current address, when they started living at that location, and more. You will notice that some sections can not be deselected because they are required.

Employment (Mandatory)

Add optional instructions for this section. This section has your applicants tell you where they are working now, and their employment status. Here you can add fields for when they started, when they ended, a current supervisor, and more. You will notice that some sections can not be deselected because they are required.

Optional Sections

The rest of the sections on the rental application are optional, though they do help gather more information about your applicants. You can choose to turn any of these sections on or off, and can even make these sections required if necessary.

  • Vehicle Information

  • Dependents

  • Emergency Contacts

  • Pets

  • Additional Income & Assets

Create Questions

If you have additional questions you would like to ask the applicant that isn't part of any of the categories above, you can add them here. If you enable this section, we do provide some sample questions you can ask, but you can modify these to fit your needs. Use the + Add Another link to add more questions and the Trash Can icon to remove questions. You can even change the Question Type.

You can use the "Set this section as a requirement to submit the application" if you want this section to be required by the applicant.

Request Documents

This is another section that isn't required but can be helpful. Here you can request that applicants upload certain documents if they're necessary as part of your rental process. For instance, you might want a copy of their driver's license, a recent pay stub, or more. Here you can add those items and mark them as whether or not they're mandatory to continue.

Terms & Conditions

While not necessary, you may want to include this section as part of your rental applications. This is where you would add information such as whether or not application fees are non-refundable, and disclaimers, requirements, policies and procedures, and more.

Notifications

This section lets you assign Users within your organization who will be notified whenever a new application is received. This could be you, an assistant, or someone in the office. You can assign multiple Users to receive these notifications as well.

Application Link

This will be where the general link for the rental application will be. This is a link for an application that isn't specific to any property. If you need a property-specific rental application link, you'll need to grab that from the property. (Read the next section for instructions on how to do this).

When you are satisfied with the way your rental application looks, you can click Save to finish.

Tip: You can test out your rental application by copying the URL and viewing the rental application as the applicants would see it.


Property-Level Rental Application Settings

After configuring your company rental application settings, you can also configure property specific rental application settings if they are going to be different from the default settings. If no changes need to be made, you can use the company default settings for the property. If there are changes, you can configure unique settings for each property and each section of the rental application by selecting, specify settings for this property. This way, some sections can remain the same while others are customized.

To set your property-level rental application settings, do the following:

  1. On the main menu, click Rentals and then click Properties.

  2. Find and click on the property that you want to create specific rental application settings for.

  3. Click on the Settings tab and then click the Rental Applications button.

  4. You'll now be on the Rental Applications settings window. This will look very similar to what you saw on the Company-Level Rental Application settings. If everything remains the same as it is on the default settings, then you would leave all the different sections with the use company default settings for this property selected.

    However, if you want to make any changes to any of the sections, you would need to select the option to, specify settings for this property. Doing so will allow you to modify that specific section with different information and requirements.

    This is useful if you have say a property that you know is mostly international students applying for and they don't have an SSN or driver's license to run background checks for. So you would turn off background checks for this property and not require that they enter a SSN or driver's license.

  5. The rest of the settings and sections are exactly the same as the default rental applications settings so I would suggest that you go back and check the descriptions of them out here.

  6. Click Save when you are finished.


Make Units Open for Applications

For Units to appear on your rental applications, they need to be Open for Applications. By default, Units that are created will be listed as Open, if their address is verified as valid. You can see in the example below how two of the properties show Open status while the other three show "Property address not valid".

The ones that are Open will appear in your rental applications while the others will not until the address is verified as valid. To verify the address, click the Property address not valid link. You will be taken to the Rental Applications setting window. Click the Verify Property Address link.

You'll now be taken to the Edit Property window, specifically the General Information section. Check and edit the address section of the property and click Save when it is corrected.

You will know if it is now verified when it takes you back to the Manage Fee section of the Rental Applications setting window and you no longer see the error about Property Address Verification. The Units on the property will also now show up as Open when you view the Units page.

Once you do this, those Units that weren't verified and that are now Open will appear in your Rental Applications.

Tip: If you want to show the Rent Amount on each Unit that is shown on the Rental Application, you will want to look at the next section and List your Unit.


Listing Units

For Units to show up on the rental application with the Rent amount, you will need to set their listing status to Listed. Here's how you would do that:

  1. Click Rentals on the main menu and then click Units.

  2. On the list of units, click on the unit you want to list. (You can also click on the Units tab of a Property.)

  3. Click on the Update Unit Information button.

  4. To list a unit, click on the Listing tab. Toggle on the Partner Websites Listing option that reads "List this unit for rent on partner websites".

  5. Enter the Listing Details information (specifically the Asking Rent section) and click Save.


Next Steps

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