Property & Applicant Information

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

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
Copied!
Rental Verification Document
Upload the completed rental verification form (PDF or image). This will auto-mark verification as Received.
💼 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
Employment / Income Documents
Upload any supporting income/employment documents (PDF or image). Employment verification must be uploaded to mark as Received.

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

Resident Verify (RV) Score Reviewed RV Score:
Reviewed RV Report for rental debt listed in trade line history
Pet Screening Completed

Security Deposits

Security Deposit Option Selected

Discuss with New Resident

Renters Insurance
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
🔒 Approval fields are reserved for Community Managers and Admins.

* All checkboxes, RV Score, and Approved By 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

Electricity Setup
Verify ID
Verify government-issued photo ID for all applicants.
Vehicle Registration
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
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.

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

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 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.

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

Welcome Email Preview

Incident Reports

Employee Directory

Employee Onboarding

Progressive Discipline

New Hire Form

Dismissal Form

Performance Reviews

Mileage Reimbursement

Move Outs

Training & Resources