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How to Send a Tenant Applicant Link in Housing Market CRM

Tutorial 17 of 181 · 51 s

Open the product

Applicant links in Housing Market CRM, part of the Pro plan, send a prospective tenant one secure link. They give their details, upload an identity document and proof of income, and name their references once, and you receive a complete application pack. This tutorial creates a link for a unit, shows what the applicant fills in, and opens the application pack.

In this tutorial you will learn

  • How to invite an applicant to a unit
  • What the applicant is asked for
  • How to read and print the application pack
  • Who can see what an applicant submits

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Tenant screening in the left menu.
  3. Click Invite an applicant.
  4. Choose the unit…
  5. …and enter their email.
  6. Create link. It is shown once.
  7. Their details, an identity document, proof of income and references.
  8. Open the Application pack.
  9. Print it, or save it as a PDF.
  10. Only your agency sees it. The decision is yours.