This article will review general Applicant Details Menu options available in TenantTech. The applicant details panel can be found in TenantTech on the Applicant's page. Selecting an applicant will prompt the system to display the applicant detail panel on the right.  


*Note: Menu options in the applicant details panel may vary by company and user permissions. If the options shown in this guide are not available, your TenantTech user class may not include access to those settings. Contact upper management to confirm your permissions or request help making updates on your behalf.


Lifecycle Statuses


Applicant statuses help show where an applicant is in the application process. There are three types of statuses:

  • Lifecycle Status: Shows where the applicant is in the overall process, such as Still Applying, New, Screening, or Complete.
  • Screening Status: Shows the result of the applicant’s screening, such as Approved, Denied, or Conditional.
  • Payment Status: Shows the status of the applicant’s application fee, such as Paid or Cancelled.


The menu options available within the applicant detail panel depend on what stage in the Lifecycle the applicant is in. In the image below, we see that most of the options are greyed out, meaning they are not accessible yet. However, when we look at the Lifecycle Status, we see that the applicant is Still Applying, which has limited what actions can be taken. 


Tip: When a menu option is grayed out, hover your cursor over the button to see a message explaining what action is needed to enable that function.



Once the applicant submits their application the Lifecycle Status will update to New and the applicant details panel will have more actions available.



Applicant Detail Panel Options

In this section, we will review some of the commonly used applicant menu options. If there is a specific option that you are looking for, you may select the appropriate bullet option below to jump to that location in the article.



Viewing the Applicant Information: 

  • View Full applicant Info - Opens a pop-up window that provides an in-program view the information provided on the application, with only the last 4-digits of the SSN.
  • Print Application PDF -  Opens the application as a PDF which displays the applicant's full SSN.


Edit Applicant: 

    Allows users with appropriate permissions to edit applicant details. 




Invite Additional Applicant: 

Allows users to send an application invitation to a co-applicant directly from the details panel. Users will enter the co-applicant's  First & Last Name and their Email Address. The applicant then received an email invitation to complete an online application for the unit. Once they have completed their application, it is automatically linked with the initial applicant. 


For instructions on how to use this feature, please see our article: Invite Co-Applicants Feature.




Notes/Attachments: 

If an applicant uploads documents with their online application, they will be stored in the Applicant's Notes/Attachments. When the applicant is oved into a unit, the uploaded documents will follow them and be available in the Resident Notes/Attachments. 




Hide Applicant: 

Applicants are available on the Applicants landing page for days. After 30 days, the application will be automatically hidden. 

  • Applicants will still be held in the system, but will only be found by checking the show hidden applicants box. For more information, please see our Locate and Restore Hidden Applicants article. 


If you have processed an applicant and have found, for whatever reason, that they are not eligible for continued processing or for a unit, you  may select Hide Applicant to manually hide them without having to wait for the system to do it at that 30-day marker.




Return to Applicant: 

Once an applicant submits their application, the application is locked and they are unable to login to make an edit. Using the Return to Applicant function sends the applicant an email with a link allowing them to log into their application using their email address and the password they created when they initiate the application.  Once they have logged in, they can make the necessary updates to the application information and resubmit the application. 


  • When you return an application to the applicant, the Lifecycle Status will change to Returned to Applicant. 

                    


  • When they have completed their changes and resubmitted the application, the Lifecycle Status will change to Application Ready. 

                


*Note: Once an application has been submitted, the applicant is unable to change their name, Date of Birth, or Social Security Number. If there is an error in this information, then the applicant will need to complete a new application. 



Request Additional Documents: 

Use this option to request additional screening documents from an applicant. After you select the document types needed, the applicant receives an email listing the requested documents.


This option does not reopen the application or require the applicant to log back in. Instead, the email includes a secure upload link where the applicant can submit the requested documents. Uploaded documents are automatically attached to the existing application and made available for your review.




Request Payment: 

This option may be available for an account who accepts payments through a payment processor that is integrated with Tenant Tech.



Change Status: 

Only users with permissions will have the ability to update an applicant status. When you change the status of an applicant, it will have impact on the available menu options on the applicant detail panel.


Each status type updates separately. For example, screening company results should only update the Screening Status, payment activity should only update the Payment Status, and moving an applicant into a unit should only update the Lifecycle Status. For more information on updating an applicant status, please see article Changing/Updating the Applicant Status. 




Move Into a Unit: 

When an applicant has been approved & the applicant statuses reflects that approval, users select Move Into a Unit begin moving the applicant(s) into a unit.



Once you select Move into a Unit, you will have an option to move them in as an Incoming Resident, or Current Resident. Both options will allow you to create forms within the program. 



If this option is grayed out, the applicant is missing one or more required status updates.


Tip: When a menu option is grayed out, you can hover over the button and a message will appear telling you why that option is not available.



Before you can move an applicant into a unit, make sure:
  • The lifecycle status is Complete.
  • The screening status is Approved.
  • A payment status has been selected or recorded.



Transfer to Another Property:  

    For more information, please see our article Transferring an Applicant to Another Property.



Issue Applicant Notice:

Users in applicable states and with appropriate user permissions can use this menu option to manually send an Adverse Action Letter directly through the applicant detail panel.