Create Prospect

To create a prospect, the user must click on the 'Create Prospect' button in the prospects section.

create prospect button

By clicking on 'Individual Prospect - Create' the user will be able to start a prospect creation.

create prospect modal

Prospect message details

The create prospect page will be open and the user will be able to complete the following information in order to create a message that will be sent to the prospect:

• First Name

• Last Name

• Email

• Phone number

• Assign a Property

create prospect details

Prospect screening checks

In the 'Screening checks' section the user will be able to choose which report wants to include in the information in order to evaluate if the prospect qualifies as a tenant.

screening checks selection

NOTE: by clicking on the 'All' checkbox, all the options will be taken.

all screening check selection

Prospect Application Fee

In the 'Application Fee' section, the user will be able to choose if is the prospect or the landlord who will pay the 'screening checks' costs.

application fee by landlord / prospect

Send Message Via

In the 'Send Via' section, the user will be able to select to send by mail the message to the prospect.

send email option

Finally, in order to send the message to the prospect, the user must click in the 'Send' button on the bottom right of the page.

prospect send message button

NOTE: When the prospect creation is finalized, an email with the information is sent to the prospect.