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Property> Action Prerequisites


ResMan allows you to setup steps that must be completed before an action can be preformed such as Approve Applicant, Move-In etc.

There is a video at the bottom of the page for your convenience. Fields with an asterisk (*) are required.

 

Action Prerequisites 

Select the Action that you want to configure.

Approve.JPG
 
Approve Applicant
  • Approved applicant screening result: If this is checked the user will not be able to approve the applicant in ResMan (without override security permissions) unless the screening is returned as Approved.  
    1. The screening must be preformed from within ResMan.They cannot be performed through the screening companies website.
  • Has Renters Insurance: If this is checked, this information must be entered or the user will not be able to Approve
  • Custom Prerequisites: A custom list of the items that must be completed. Simply add.

Don't forget to save you changes after every action selection. 

 

Move_In.JPG
 
Move in
  • No Deposit Variance: If this is checked the applicant must have paid the required deposit or they will not be able to approve.
  • Has Insurance: Do they have insurance?
  • Has employment information: Do they have employment information.
  • Custom Prerequisites: A custom list of the items that must be completed. Simply add.

Don't forget to save you changes after every action selection.

 

Sign_Renewal.JPG

Sign Renewal Lease

  • Has insurance: Do they have insurance?
  • Custom Prerequisites: A custom list of the items that must be completed. Simply add.

Don't forget to save you changes after every action selection.

 

Move_Out.JPG

Move Out

  • Has forwarding address: Do they have one on file?
  • Custom Prerequisites: A custom list of the items that must be completed. Simply add.

Don't forget to save you changes after every action selection. 

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

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