Processing Applications (Management)

Application processing in ExactEstate is streamlined and efficient. This page will detail how management processes applications.

Looking for processing compliance information? Learn about Compliance Processing.

Note

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

Step 1

To begin processing as management, click on the tab "Processing (M)" in the side navigation. This will take you to a table laying out all active applications.

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Step 2

Find the application you want to process in the table. Once you've found your application, click on the row to navigate to the processing page.

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Step 3

The processing page is where management can make a decision on an application. This page will show the following:

  • Application Status
  • Applicant Details
  • All Co-Applicants
  • Requested unit information
  • Income Certification Data
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From here you are able to approve, deny, or cancel an application.

Step 1

Processing an application from the process page is easy.

To make a decision on an application, select an option from the "Current Overall Status" card.

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Step 2

After making a decision, additional fields will show up based on your selection

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If you selected approve...

Deposit Amount: Here is where you enter the deposit amount

Move-In Requirements: Here is where you list any move-in requirements needed

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If you selected denied...

Decision Reason: Select the reason the application was denied.

Step 3

Once you have selected your decision, click "Update" to submit your decision,

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Step 1

To cancel an application, first click on the tab "Processing (M)" in the side navigation. This will take you to a table laying out all active applications.

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Step 2

Find the application you want to cancel in the table. Once you've found your application, click on the row to navigate to the processing page.

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Step 3

Once you are on the processing page, find the button labeled "Cancel" on the Current Overall Status card.

NOTE: The application is canceled immediately after pressing cancel. There is no need to press "Update" to cancel an application.

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Step 4

Once you have successfully canceled an application, the Current Overall Status will update to reflect this.

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Step 1

To restore a canceled application, first click on the tab "Processing (M)" in the side navigation. This will take you to a table laying out all active applications.

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Step 2

Find the application you want to restore in the table. A canceled application will have a red strikethrough, and a "YES" in the Canceled column.

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Step 3

Once you are on the processing page, find the button labeled "Remove Cancellation" on the Current Overall Status card.

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Step 4

Once you have successfully restored a cancelled application, the Current Overall Status will update to reflect this.

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