Property & Applicant Information

Select the property and enter applicant details. Fees will auto-populate based on property selection.

Used for the welcome text. Filled from Entrata on import.

Manually add any co-applicants or guarantors from Entrata below.

* Required fields — must be completed before proceeding.

Send Verifications

Send rental and employment verification requests via JotForm. Track their status here.

* Required fields

🏠 Rental Verification
Not Sent
Rental Verification Document
Upload the completed rental verification form (PDF or image). This will auto-mark verification as Received.
💼 Employment / Income Verification
Not Sent
Snappt Verification
✓ Completed via Snappt
Send Email Verification
Email the employer / HR to complete a verification form — use if you need employer follow-up.
🤖 AI Document Review
Upload the applicant's income & employment documents — pay stubs, W-2 / 1099, bank statements, offer / employer / benefit letters. Upload as many as you have (multiple files at once is fine); the review reads them all and flags duplicates. Then enter the rent and run it.
Monthly rent for 3× check: $ (if subsidized/voucher, use the tenant-paid portion)

Items for Application Approval

Complete all screening items before approving the application.

0 / 4 complete

Verifications

Employment / Income Verification
Paycheck stubs (6 weeks) or bank statements (3 months) submitted via Snappt. Income ≥ 3× gross rent.
Rental Verification (JotForm) Completed
12 months of verifiable, satisfactory rental history confirmed.

Screening

RV Score:
Reviewed RV Report for rental debt listed in trade line history

Security Deposits

Discuss with New Resident

Discuss Master Policy (provided by property) — $20/month with new resident.

Charges & Concessions

Reserved Parking spot(s) or
Risk Fee or
One-Time Concession / Special (1st full month) $ or
Monthly Discount or
Other Monthly $ or

COMMISSION

%
🔒 Approval fields are reserved for Community Managers and Admins.

* All checkboxes and the RV Score must be completed before approving.

Pre-Move-In

Complete electricity setup and walk the unit before the resident receives keys.

0 / 1 complete

Pre-Move-In Checklist

Verify government-issued photo ID for all applicants.
Register all vehicles parked within the community. Please ensure this is added in Entrata.

Walk Unit to Confirm Move-In Ready

Move-In Approval

🔒 Move-in approval is reserved for Community Managers and Admins.

Move-In Charges Calculator

Enter lease details and monthly charges below. Prorations and totals are calculated automatically based on the move-in date.

Confirm Lease Start Date — Pre-filled from the move-in date entered in Step 1. If you change it here, make sure to also update the move-in date in Step 1 to keep them in sync.
Monthly Recurring Charges Full Month Prorated
One-Time Charges & Deposits Amount
Concessions Amount

Move-In Payment Summary

Total Monthly Recurring Charges $0.00
Prorated Rent & Fees (Move-In Month) $0.00
One-Time Charges & Deposits $0.00
One-Time Concessions $0.00
Monthly Recurring Concessions $0.00
TOTAL DUE AT MOVE-IN $0.00
Note: Move-in on/after the 20th: full month + prorated + one-time charges. Before the 20th: prorated charges carry to the 1st of the following month.

* Lease Start Date, Lease Term, and Rent are required before proceeding.

Lease Generation Checklist

Confirm all details before generating the lease in Entrata.

Review in Entrata Prior to Generating Lease

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—  →  —
— months

Other Charges & Fees (Add to Lease)

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keys
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Special Provisions

Risk Fee: $ (non-refundable)
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Animal Addendum

Select pet status in Step 3 (Application Approval) to populate this section.

Rent Concessions

ESA / Assistance Animal

If resident has an ESA, mark Assistance Animal under Lease > Pets.
🔒 Lease approval is reserved for Community Managers and Admins.

Move-In Summary

Complete workflow summary — all steps, charges, and approvals.

Resident & Property Information

Workflow Completion Status

Lease Generation

First Payment

When all steps are complete and the resident has moved in, mark this application as complete.

First Payment & Monthly Recurring

Review the first payment due at move-in and the ongoing monthly charges. Enter the check number to complete this step.

First Payment Summary

Resident —
Property / Unit — · Unit —
Move-In Date —
TOTAL DUE AT MOVE-IN $0.00
1st Payment Amount
⚠ Select the payment type and enter the check number to complete this step.

Monthly Recurring Charges

TOTAL MONTHLY RECURRING $0.00
Due on the 1st each month (beginning —)

Print as Receipt for New Resident

Welcome Email

Send the welcome email to the resident with move-in details and payment information.

Confirm the welcome email has been sent to the resident. This completes the step.
Order: 1) Send the welcome email. 2) Then send the welcome text — it unlocks once the email is marked sent.

Welcome Email Preview

Pipeline Notes Visible to the team on the Application Pipeline. Auto-saves.

Incident Reports

Employee Directory

Employee Onboarding

Progressive Discipline

New Hire Form

Dismissal Form

Performance Reviews

Mileage Reimbursement

Move Outs

Training & Resources

TAA form