How to Create and Decide on a Tenant Application

In the sidebar, select Leads and open the lead you want to move forward.

⚠️ Heads up: Before you convert, check three things. The lead must have a Propurti account (otherwise Propurti shows “Lead must have an account before creating application. Send an invite first.”). The lead must come from one of your listings, for example a showing request. And the property needs a landlord, so assign one first (see How to Assign a Property to a Landlord).
Select Convert. The Convert to application dialog opens.

⚠️ Heads up: Convert only works for a lead tied to a specific listing. Otherwise the dialog says “This lead isn’t tied to a specific listing, so an application can’t be created here.” Convert is not shown once a lead is Applied, Converted or Lost.
Optional: enter a Desired move-in date and a Message to applicant. Leave Email the application link on to send the applicant the link.
Select Create application. Propurti shows “Draft application created” and the application stays a Draft until the applicant completes it.
In the sidebar, select Applications and select the application’s row. The page shows the income-to-rent ratio, annual income, credit score and screening status. The tabs are Overview, Financial, Screening and Documents.
If you see the Run checks button, select it to start the background and credit checks. In the Run screening checks dialog, select Run checks.

⚠️ Heads up: Checks cannot run until the applicant has signed all consents. The page then shows “Consents incomplete”.
Review the results on the Screening tab.
Select one of the decision buttons:
- Approve: optionally enter Notes, then select Approve.
- Conditional: enter Conditions / stipulations, then select Conditionally approve.
- Decline: enter a Reason, then select Decline.
⚠️ Heads up: The Reason you enter is shared with the applicant. Decline stays disabled until you enter one.
After you approve, select Generate lease. In the Generate lease dialog, check Start date, End date, Monthly rent, Security deposit and Rent due day, then select Generate lease.

What to expect

The application moves to Approved or Declined. Approving does not create a lease by itself: the lease is created when you complete Generate lease.

Need help?

Symptom	Cause	Fix
Run checks is missing or greyed out	The application is not pending, the fee is unpaid, or consents are incomplete	Wait for the applicant to finish. The tooltip on the button gives the reason
Credit score shows Not run	Checks have not run yet	Select Run checks
You can decide before checks finish	Decisions are available at any live stage	Review the data on the page, then choose Approve, Conditional or Decline