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Wait-List Applicants Template


The Wait-List Applicant Template helps you import all applicants that are on Wait List as well as their respective personal information.  

List all applicants applying and temporarily assign them to a holding unit (see example, specify the name of the wait list unit) and make sure that each group is property designated. 

Fields in red are required. Please complete one template for every property listed in your portfolio.

 

Unit: Must match an existing holding unit. 

Lease Status: One of: Pending, Approved.

Pending/Residency Status: One of: Pending, Approved.

Some possible combinations:

  • Pending, Pending: Applicant has applied and there are outstanding items to complete before they are approved for leasing.
  • Pending, Approved: Applicant has successfully passed background check and is waiting to be placed in a unit.

Lease Group: Designate the applicant(s) to a group so as to keep them organized. Enter integer. 

Salutation: Use Text. 10 character max.

First Name: Use Text. 30 character max.

Middle Name: Use Text. 30 character max.

Last Name: Use Text. 50 character max.

Preferred Name: Use Text. 150 character max.

Household Status: Each unit is required to have one (1) Head of Household who is then the main contact. For other residents living in that same unit, who are not main contacts, choose one of:

  • Family Member - Adult
  • Family Member - Minor
  • House Guest
  • Non-Resident Co-sign
  • Property Employee
  • Resident's Employee
  • Roommate
  • Spouse/Cohabitant

Main Contact: One of: Yes or No.

  • Head of Household: Yes
  • Family Member - Adult: No
  • Family Member - Minor: No
  • House Guest: No
  • Non-Resident Co-sign: No
  • Property Employee: No
  • Resident's Employee: No
  • Roommate: No
  • Spouse/Cohabitant: No

Application Date: Use Date in "MM/DD/YYYY" Format.

Move In Date: Use Date in "MM/DD/YYYY" Format.

Lease Signed Date: Use Date in "MM/DD/YYYY" Format.

Lease Start Date: Use Date in "MM/DD/YYYY" Format. Must be the same date for each resident on the same lease.

Lease End Date: Use Date in "MM/DD/YYYY" Format. Must be the same date for each resident on the same lease.

Leasing Agent: Please provide the name of the person who leased/is associated with this lease.

Email: Use Text. 150 character max.

  • If you are using Aptexx for Online Payments, it is important to provide an email address for each Applicants & Residents, if possible.

Male/Female: One of: Male, Female

Phone Information: Use Text. 35 character max.

  • Mobile Phone
  • Home Phone
  • Work Phone

Drivers License: Use Text. 30 character max.

Drivers License State: Use Text. 25 character max.

Birthdate: Use Date in "MM/DD/YYYY" Format.

SSN: Use Text. 20 character max.

Primary Language: Must match a defined language.

Notice Given Date: Use Date in "MM/DD/YYYY" Format.

Move Out Date: Use Date in "MM/DD/YYYY" Format. This is a required field for all former residents.

Reason for Leaving: Must match a defined reason for leaving (See Reason for Leaving Pick List in Admin>Pick List>Reason For Leaving)

Forwarding Information:

  • Fwd Street Address: Use Text. 500 character max.
  • Fwd City: Use Text. 50 character max.
  • Fwd State: Use Text. 50 character max.
  • Fwd Zip: Use Text. 20 character max.
  • Fwd Country: Use Text. 50 character max.
  • Notes 

Employer Information:

  • Employer 
  • Industry 
  • Title 
  • Salary 
  • Salary Period 
  • Employer Contact 
  • Employer Phone 
  • Employer Address 
  • Employer City 
  • Employer State 
  • Employer Zip 
  • Employer Country 

Alternate Contact Information: (Emergency contact, etc)

  • Alternate Contact Name 
  • Alternate Contact Relationship 
  • Alternate Contact Phone 
  • Alternate Contact Work Phone 
  • Alternate Contact Email 
  • Alternate Contact Address 
  • Alternate Contact City 
  • Alternate Contact State 
  • Alternate Contact Zip 

Vehicle Information:

  • Auto License Plate 
  • Auto License State 
  • Auto Make 
  • Auto Model 
  • Auto Color 
  • Auto Permit 

Gate Card Number 

  • Pet Name 
  • Pet Type 
  • Pet Breed 
  • Pet Color 
  • Pet Age In Year(s): Use Number.
  • Pet Weight In lb(s): Use Number.
  • Pet Notes 
  • Pet Registration Type 
  • Pet Registration Issuer 
  • Pet Registration Number 
  • Pet Proof of Vaccinations: One of: Yes or No
  • Pet Proof of breed: One of: Yes or No

 

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