Managing Applications

ExactEstate makes creating and processing applications easy.

This section of the user guide will cover how to create, edit, and delete applications in the system.

Note

The capability of the search and filtering options with our tables can be seen in the Table Functionality tab of the Getting Started section of this guide.

Step 1

To begin a new application, first find the "Create New" tab in the side navigation.

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Step 2

Once you have started a new application, you will need to select a prospect from the drop down menu.

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Step 3

After selecting a prospect, press the "Next" button to begin the application process.

Your prospect information will be automatically added into the relevant application fields.

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NOTE: If your property has no active prospects, you will have to create one first. Learn how to Create A Prospect.

Step 4

After selecting a prospect, you will be taken through the application wizard. Here you will add information such as:

  • Primary Applicant Details
  • General Details
  • Employment Information
  • Previous Landlord Information
  • Co-Applicants, Emergency Contacts, and Co-Signers
  • Children

As you go through the wizard, the icons at the top will show you your progress. You may return to any completed section by simply clicking on the associated icon.

Look below for additional information about each section.

Primary Applicant

The second step of the wizard is the Primary Applicant step. Here is where you will add applicant information, current residence information, and pet information.

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General Details

The third step of the wizard is the General Details step. Here is where you will set information regarding the applicants desired floorplan, the unit designation, and theSection8 status.

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Employment Information

The fourth step in the wizard is the Employment Information step. Here you can add current employer information, such as their employer details, supervisor information, and job title. This step is optional, and can be skipped entirely.

You can add employment information after creating the application if necessary. Learn how to add employment information.

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Previous Landlord Information

The fifth step in the wizard is the Previous Landlord Information step. Here you can add previous residence information, and details pertaining to their landlord.

You can add previous landlord information after creating the application if necessary. Learn how to add previous landlord information.

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Emergency Contacts

The sixth step in the wizard is the Emergency Contacts step. Here is where you will add emergency contacts for the applicant.

NOTE: Every application requires at least one emergency contact. You cannot skip this step or move on without creating at least one emergency contact.

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Children Information

The seventh step in the wizard is the Children Information step. Here you can add information regarding the applicants children.

You can add children information after creating the application if necessary. Learn how to add children information

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Co-Signer Information

The eighth step in the wizard is the Co-Signer Information step. Here you can add Co-Signers, and information about those Co-Signers.

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Create Co-Applicant

The ninth step in the wizard is the Create Co-Applicant step. Here you can add Co-Applicants to the application.

You can add Co-Applicants after creating the application if necessary. Learn how to add Co-Applicants.

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Verify Application

The final step in the wizard is Verify Your Data step. Here you can add notes to the application, and look to ensure your application was filled out correctly.

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Step 1

Select "Dashboard" from the side navigation. From here you will see a list of applications.

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Step 2

Find the application you want to edit, and click the gear icon ( ) under the "Options" column.

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Step 3

A menu will appear listing various applications options. Your account permissions will determine what options appear here. Select "Details" from the options menu to view edit an application.

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Note: If you do not see a "Details" link in your options menu, it means you do not have permission to view applications. Please contact an administrator if you believe if is a mistake.

Editing Applications

Editing applications is very easy in ExactEstate. Once you are in the application details, you will be able to add, remove, and edit anything related to the application.

Adding New Data

To add a new Co-Applicant, Emergency Contact, Co-Signer, Pets, or Chilren simply use one of the links found at the top of the page.

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NOTE: If a link does not appear, it means you do not have permission to add this piece of information. Please contact your administrator if you believe this is an error.


Editing Current Data

Editing application data is simple in ExactEstate. To edit any given card:

Step 1

Navigate to the card you want to edit. On the top right corner of the card will be editing options.

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Step 2

Click the edit button for the information you want to change. A pop-up will show-up pre-filled with data.

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Make the needed edits and click "Update". If you make a mistake while editing any field, simply click "Cancel" to reset to the previous values.

Step 1

Select "Dashboard" from the side navigation. From here you will see a list of applications.

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Step 2

Find the application you want to add payments to, and click the gear icon ( ) under the "Options" column.

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Step 3

Select "View Payments" from the options menu.

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Step 4

From this page, you are able to add payments and charges.


Adding A Payment

Step 1

To add a payment, click on "Add Payment" on the top right of the screen.

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Step 2

Select either "Make Payment" or "Make External Payment" depending on the type of payment.

Note: You will not be able to use "Make Payment" without a merchant account associated with the property.

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Step 3

After selecting a payment option, you will be taken to the payment page.

At the top of this page you will see everything that the applicant owes.

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Step 4

To make a payment:

  1. Enter the payment amount into the Amount field
  2. Enter a Document ID into the Document ID field
  3. Select the method of payment from the method dropdown
  4. Choose the appropriate transaction code. The transaction code will dictate what this payment is for. For example, an "App Fee" payment will be a payment on Application Fees.

Once you have filled out all the fields, click "Submit Payment" to submit your payment.

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Step 5

You have made a successful payment! You can find this payment on the "App Transactions" table.

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Adding A Charge

Step 1

To add a charge, click on "Add Charge" on the top right of the screen.

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Step 2

To complete adding a charge, enter the amount into the Total Amount and select a Transaction Code.

Then press "Create"

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Step 3

After adding a charge, you will be redirected to the app transactions page.

Here you can see your newly added charge.

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Step 1

From time to time, you may need to delete an application from the system. To delete an application, first select "Dashboard" from the side navigation. From here you will see a list of applications.

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Step 2

Find the application you want to delete, and click the gear icon ( ) under the "Options" column.

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Step 3

A menu will appear listing various applications options. If you do not see an option for "Delete", it means your account does not have permissions to delete applications.

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NOTE: Deleting applications cannot be reversed.