Property & Applicant Information

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

* Required fields — must be completed before proceeding.

Send Verifications

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

🏠 Rental Verification
Not Sent
Copied!
💼 Employment / Income Verification
Not Sent
Primary method: Snappt — applicant uploads pay stubs or bank statements directly through Snappt. Use the email form below only if additional employer follow-up is needed.
Copied!
✓ Completed via Snappt

Items for Application Approval

Complete all screening items before approving the application.

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Screening & Verification

Resident Verify (RV) Score Reviewed
RV Score: — Reviewed RV Report for rental debt listed in trade line history
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.
Pet Screening Completed
🔒 Approval fields are reserved for Community Managers and Admins.

* All checkboxes, RV Score, and Approved By must be completed before approving.

Items Required Prior to Move-In

These items must be completed before the resident receives keys.

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Pre-Move-In Checklist

Renters Insurance
Discuss Master Policy (provided by property) — $20/month with new resident.
Electricity Setup
Security Deposit Option Selected
Community Manager Document Review
DropBox folder reviewed — all required documents have been included.

* All items must be completed before proceeding.

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
Concessions $0.00
TOTAL DUE AT MOVE-IN $0.00
Due 1st of Next Month $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.

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Review in Entrata Prior to Generating Lease

Confirm Financial Tab
Verified resident's financial section matches charges on Charges Calculator.
Confirm Move-In Date
—
Confirm Lease Dates
—  →  —
Confirm Lease Length
— months

Other Charges & Fees (Add to Lease)

Community Fee
—
Pest Control
—
Update Number of Keys Provided
keys
Trash
—
Convergent Billing Fee
—
Utility Package (if applicable)
—
Deposit Waiver Fee
—

Special Provisions

Add Risk Fee (if applicable)
Risk Fee: $ (non-refundable)
Add Utility Package to Special Provisions
—

Animal Addendum

Select pet status in Step 2 to populate this section.

Rent Concessions

Applied to 1st full month. Enter as positive number.
Military, frontline, preferred employer discount, etc.

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

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 confirm payment has been collected and complete this step.

Monthly Recurring Charges

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

Welcome Email

Record move-in approval and send the welcome email to the resident.

Move-In Approval

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

Welcome Email

Welcome email sent to resident
Confirm the welcome email has been sent to the resident. This completes the step.