*Note: To enable this feature, you will need to go to Property Settings >> Application/Screening, and scroll down to click the box next to "Allow applicants to invite co-applicants...".
If you do not see this option, or it doesn't allow you to select the box, then this may be an indicator that you do not have the user privileges that allow you to make the change. You will need to reach out to upper management for assistance.
Sending a link to a co-applicant:
There are 2 ways to do this. The applicant can send the invitation themselves, or a manager can send it.
Applicant Sending a link to a co-applicant:
- The applicant initiates their online application, as usual.
- When they get to the "Other Occupants" section, they enter the co-applicant's name, date of birth, and select “Spouse/Roommate – Lease Signer” from the drop-down menu labeled “Type”.
- Verbiage will appear, explaining to the applicant that they can invite the co-applicant to apply by completing one of the following steps:
- By entering the co-applicant’s email address and clicking on the “Invite Now” button. We then email the invitation to the co-applicant.
- By entering their personal cell phone number. We then text the invitation link to the applicant, who can then forward the text message to the co-applicant or copy/paste the link to provide to the co-applicant.
When the co-applicant has completed that application via the link that was sent to them, it will automatically link the applicants together.
Manager sending a link to the co-applicant:
- Go to the “Applicant” section of Tenant Tech, to search for the applicant.
- Click on the applicant’s name and click on the “Invite Additional Applicants” option located on the lower menu to the right. (You will find the option between the “Edit Applicant” and “Notes/Attachments” buttons).
- Follow the prompts to enter the co-applicant’s first name, last name, and email address, then click on “Invite Now”.
- You should see the co-applicant linked with the original applicant in Tenant Tech. The co-applicant’s status will say “Invited”. Once they begin their application, the status will change to "Still Applying" until they have completed and submitted the application.
- You will receive a message indicating that that invitation email was sent (as seen in the screenshot above). However, you can also scroll down to the “History” section of the application to see notes indicating that the invitation was sent to the co-applicant, the email address it was sent to, and the manager that initiated the invitation.
What the invitee sees:
The email that the invitee receives will have the subject line: "Rental Application" and will be sent from email@example.com.
When they open the email, they will see the following:
As with sending the invitation to link a co-applicant, there are two ways to unlink them as well.
Applicant unlinking a co-applicant:
If an applicant decides that they do not want to send the invitation to the co-applicant or they are unsure, then they can unlink the co-applicant from their application. To do so, they will:
- As the applicant goes through the application process, they will see verbiage toward the top of the screen, in the center, which shows them the email address they are currently logged in under. Beneath that, they will see the name of the co-applicant that they linked themselves with, followed by a link that says “Un-link me”.
- Click the “Un-link me” option. (Note: the co-applicant will have the same “Un-link Me” option when they are completing their application.)
- Complete the signing of the application.
Manager/Agent unlinking a co-applicant:
- Locate and select the group in the “Applicants” section of Tenant Tech, making sure that the original applicant's name appears on the right side of the screen.
- Select the “Unlink Applicants” option from the menu on the upper right side of the screen.
- You will receive a prompt, asking if you are sure you want to separate the applicants. Select “Okay”.
When you look in the Applicant section of Tenant Tech, you will see that the applicants are no longer linked.