When your client is ready to apply for one of your properties, you can easily generate and send an online rental application packet to streamline document collection and form signing. The system will guide both the applicant and guarantor through filling out the forms and submitting the required documents, ensuring that you receive a 100% complete application every time.

Thanks to automation, the system significantly reduces the likelihood of questions and errors, helping to greatly speed up the process of receiving a fully completed application.

How to Get Started:

1. Visit the details page of the desired listing.

2. Click the New Deal button at the top of the page. You will see two options: Create New Deal and Generate APPLY NOW link. This guide focuses on the Create New Deal option.

3. After selecting Create New Deal, you will be prompted with step 1 of 5 in creating the deal:

   Step 1: Review the property information and update the rent and lease date if necessary.
   Step 2: Enter the applicant(s) information and any guarantor(s) if applicable.
   Step 3: Select the documents you wish to collect.
   Step 4: Enter any required agent-responsible values in the forms.
   Step 5: Email the application packet to the applicant(s) and guarantor(s).

Once this process is complete, your part is done. You will simply need to wait for the applicant(s) to complete the application.

From the Applicant's Perspective:

The applicant will receive an email prompting them to complete the application. The process unfolds in the following steps:

1. Receive Email: The applicant will get an email from the system containing an action button to start the application process.

2. Go to Application Home Page: Upon clicking the action button, the applicant will be directed to their Application Home page. This page will show:

   • The next steps in the process.
   • The completion status of other group members, if applicable.

3. Make Payment: Clicking the Open Application button on the Application Home page will prompt the applicant to complete any required payments.

4. Review Important Instructions: After payment, the applicant will be presented with an Important Instructions page, outlining what to do in the next step.

5. Complete Forms and Upload Documents via DocuSign: The system will then direct the applicant to DocuSign, where they can:

• Fill out the required forms.
• Sign the necessary documents.
• Upload any additional required files.