Create tenant / prospect
To create a tenant / prospect the user must click on the 'Create Tenant / Prospect ' button in the tenants section.
Creating a tenant
By clicking in 'Individual Tenant - Create' the user will be able to start a tenant creation.
Tenant details
The create tenant page will be open and the user will be able to complete the following information:
Image
First Name
Last Name
Date of birth
Document Type
Gender
Email
Marital Status
Phone number
Assign a Property
Tenant screening checks
In the 'Screening checks' section the user will be able to choose which report want to include in the tenant information.
Finally, in order to create the tenant, the user must click in the 'Create Tenant' button on the bottom right of the page.
NOTE: When the tenant creation is finalized, an email is sent to the tenant to generate their own password.
Creating a prospect
By clicking in 'Prospect - Create' the user will be able to start a prospect creation.
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
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.
NOTE: by clicking on the 'All' checkbox, all the options will be taken.
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.
Send Message Via
In the 'Send Via' section, the user will be able to select to send by mail the message to the prospect.
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.
NOTE: When the prospect creation is finalized, an email with the information is sent to the prospect.
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