1. Use the "Quick Search" to access the Prospect screen.
2. Leasing Workflow:
- Send Guest Card
- Sends an email to the prospect with a link requesting further information (Leasing preferences, etc.)
- When a submission is received into ResMan, a task will be created for the assigned leasing agent letting them know an update or a submission has been made.
Note: You can also put a link on your website to collect Guest Card information. When it arrives in ResMan a Prospect will be created.
- Send Online Application:
- Sends an email allowing the applicant to apply
- Select OnLine Availability to allow them to choose a unit & apply Or Select Application for Unit and select the unit for them
- Choose Which Prospects should receive this email
Note: Nothing will happen unless they apply. Once they apply, pay any required fees, and are automatically screened (optional), they will be converted to a Pending Applicant in ResMan. Sending this application does NOT tie up a unit. Nothing happens until they apply.
- Convert to Applicant (Discussed in more detail later)
- This lets the user assign the Prospect to a Unit
- If you attempt to choose a unit that already has a lease, you will receive an error.
- Lost Prospect:
- If the prospect does not choose to lease from your property
- Allows you to transfer this Prospect to a different property
- Any payments made will not transfer.
3. General Information
- Personal Information
- Information & Preferences
- Add: Roommate/Spouse or Dependents
- Ledger: They will only have transactions, if you have done Create Billing Account
- Create Billing Account: If you need to accept money or create a charge for this prospect
- Communication Log: Location for additional communication with Prospect
- Appointments: Enter any future appointments (calendar display only)
- Waiting Lists (Discussed in more detail later): Click on Wait List to place prospect on wait list.
- Documents: Expand the document module to attach documents to the prospect's portal. Click ADD
- Employment & Other Income: Under each Person's tab, click to ADD EMPLOYMENT or ADD OTHER INCOME
- Addresses: Click ADD to offer additional addresses. If you select Default Mailing Address, that address will be used in Ledgers & Statements
6. Quick Links & Reports
- This allows you to email documents out of ResMan for each party (your agents and the Prospect) to sign.
- ResMan will alert you when everyone has signed.
- DocuSign is included with ResMan. You do not have to sign up.
- Prospect Profile: Allows you to print out the Prospect Information.
Need more help? Watch this video
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