How to Create and Screen a Tenant Application

pm applications full

Open a lead and select Create Application. A new application appears in the Applications list with the status Draft.

pm applications list

pm application pre screening

Select Run Screening to initiate background check, credit check, and employment verification. The application status moves to Verifying.
When screening results return, scores appear on the application.

pm application decision confirmed

Select Approve and confirm to approve the application. Status changes to Approved and a draft lease is automatically created.

⚠️ Heads up: Approving an application automatically generates a draft lease. Rejected applications notify the applicant and cannot be reversed.
Alternatively, select Reject, enter a reason, and confirm. Status changes to Rejected and the applicant is notified.

What to expect

Approved: Status changes to Approved (green badge), and a draft lease appears in the Leasing section.

Rejected: Status changes to Rejected (red badge), and the applicant receives a notification.

Symptom	Cause	Fix
Create Application button not visible	Lead is not yet in a state that allows application creation	Invite the lead to apply first
Screening results not appearing	Screening checks are still in progress	Wait for the checks to complete and refresh the page
Cannot approve without screening	Screening must be completed first	Select Run Screening and wait for results