This article will take 10 minutes to read.
Inviting a lead to apply is the official start to sending them an application for a unit. This sparks the beginning of all of the items to come for sending a lease agreement to an individual and is a necessary step to completing a lease.
Log into your Yuhu account. Ensure that you head to the Landlord Log-In Page, it should clearly state “Landlord Login” underneath the Yuhu logo.
Navigate to the Applications tab on the left hand column, the number of tabs you view on the left hand column can vary based off of your permissions.
Once you’re in this view, you will be able to see all of the different applications that are currently pending as well as the statuses of each of these applications (there are currently none in the screenshot).
To send an application, press the “Invite Lead” button on the top right hand side, a box will pop up where you will need to fill out details.
Fill these details out, you may have to create a new lead if they already do not exist in the system. If they already exist in the system, you will be able to filter in the drop down by name, but also next to the name will be the property they viewed just incase there are duplicate names.
The second half of inviting a lease to apply involves the unit they wish to apply for, along with the dates of the lease they want, and if they wish to Move in Early.
In the event that the unit that you fill out in this field is already occupied, you will see a warning message pop-up just to give you an additional opportunity to double check that the information is correct.
Once you click the red Send button, you will be re-directed to the main Application’s tab - you’ll see the green status bar load in the top right corner saying Successfully Invited Lead.
You should now see Josh Smith written in the Applications section under Solstice Apartments. If you ever need to find a specific applicant, you can find them by searching for their name or the specific property they’re leasing in the search bar.
To check the status of any application, we’ve built a handy status checker tool.
Simply click on the “View Details” text on the right hand side of the specific user you wish to see, and this side bar will pop up.
As we can see, for Josh Smith we just sent him an invitation to apply, and we can see that it’s pending and we’re waiting for all leads to apply.
Simultaneously, the applicant will have received both a text message, along with an email notification letting them know that they’ve been invited to apply for that property.
At the bottom of that email (or in the text) there will be a link for them to click to apply to rent.
When the applicant clicks on that link, they will be re-directed to a new webpage and to a page to create an account.
Most of the information will be pre-filled based off of the lead information that you filled out to send to them.
However - it is important to note - that there sometimes are user errors from the tenant side of things to creating their account.
In the event that an applicant reaches out saying that they were directed to a page with this view, instead of the create an account view - this means that they must have already been to our website and tried to create an account on their own accord.
The fix is very simple, get them to head back to the most recent activation email they received from Yuhu.
Get them to right click, and copy the link address. From there, simply open a different web browser (if they’re using Chrome, open safari or firefox, etc.) and have them paste the url into a new webpage and click enter. This should lead them to the account creation page.
Once they’ve successfully completed the account creation process, they will be directed to this page.
This page is to ensure that the applicant has everything they need to complete the application.
The application takes around 5 minutes to complete.
From there, the next page directs the applicant to agree to the terms and conditions.
The next page is a summary page of the application that they are applying for. It is a great 1 pager to ensure that the applicant is aware of what they are applying for.
The next page is around the deposit that they will be paying. If you are participating in Yuhu payments they can pay securely through CC, or PAP forms all part of this application process. The applicant can also choose to pay a different way by selecting the blue text at the bottom
This next step is an important step to re-iterate to your applicants if they are living with other people. Make sure that the lead is aware that they will need to be in charge of inviting the other co-tenants to the application flow. We highly recommend you re-iterate this in person as you’re showing the unit.
The main applicant will need to know First Names, Last Names, E-Mail Address & Phone Numbers of each co-tenant.
The Guarantor can be selected as No for co-tenants.
Once this Applicant completes the application process, the Cotenant will receive the same email that the main Applicant got and go through the same flow (screenshots will be provided further down)
The next page verifies if any renters are under the age of 18.
Next is part 1 of getting to know the applicant personally. In this page we’re looking for their birthday, yearly salary along with their phone number.
We also have a lot of success in getting profile photos so it’s great to be able to learn who your applicants are prior to them becoming tenants!
Part 2 of getting to know your applicants involves 2 simple questions.
The 1st is simply around generic information about the applicant, and the 2nd is why they’re moving.
The next page is an important page to note. In the event that any applicant says Yes to any of these questions, their application will be automatically flagged in our system for review.
Next page is if the applicant has any pets living with them. If they select Yes, they’ll be prompted to add a pet and fill out details around the pet (even upload a photo of their pet!)
The next is if they have a vehicle or not. If they select Yes, similarly to the Pet section they will be prompted to add a vehicle, in which case they also add information specific to their car.
Afterwards, it’s gathering their current address, and if they currently are a student or not.
Next is for the applicant to fill out their work experience if they have any.
Next is another yes or no on if they’ve rented before. If they have they have to fill out a Landlord reference.
3rd to last step, is to add any personal references.
This is what your Personal References would receive via email.
If the Tenant opted into paying their rent (and you’re participating in Yuhu Payments), this is when the Tenant would fill out their PAP information.
The final step involves uploading both a piece of their Income, as well as proof of ID.
Once the applicant has submitted and completed all forms, they will be redirected to the applicant portal where they will see a green box appear in the top right hand corner signalling that their application was submitted.
They will also see a very clear stepper indicating what step they are currently in during the application process.
If we now switch gears back to the Landlord portal, in the application tab we can clearly see that Chris Smith has now been added to the application because if we remember, Josh Smith had added that he has a co-tenant moving in with him.
If we click on the “View Details” button we can also still see that we’re waiting for all applications to be submitted because at this point even though Josh Smith has completed his application, we’re waiting on Chris’s to be completed.
Simultaneously, at this point Chris Smith received his notification through email and text to create an account and complete his application.
If we were to speed through the process, we see that Chris also has the same ending as Josh which leads him back to the Applicant Portal.
And if we are to go back to the View Details section of the Landlord Portal for this application, we can see in the status update that both tenants have been auto approved through our approval workflows, and it’s now on the Landlord to Create a Lease.
We can also see in their status that it’s been changed from “Pending Application” to now say “Create Lease”.
In the off chance that the applicants names are spelt wrong, or you need to make a change to the email address or phone number because they had provided you wrong information, you can do this by clicking on the view details text and scrolling down on the Applicant’s tab. In the “Applicant Details” section you see the pencil’s in the top right hand corner. Simply click on the pencil to make any edits as required.
If you have to add someone new to the application because you found out that another tenant wants to join the home, click on the “Add Applicant” button and a Lightbox will appear for you to input the applicant information.
If you ever need to deny an application because you did not approve it, head to the options tab and you will see 2 different denial options.
The first “Deny Application” will deny the application in our system, but not notify the tenant.
The second “Deny Application with Notice” will deny the application in our system but in addition also send an email to the applicant letting them know that they were not approved
The last field is the ability to transfer any application. If you were showing 1 group 2 properties and they decided that they wanted to go with the other one, then you can transfer this application to the new property.
If you ever need to remind your applicants to complete their application, you can also just press the remind applicants button.
For the purposes of a use case, we’ve added a 3rd applicant to this application Josh and Chris. You can see that Mitch’s status is pending, but he also have the option to Apply in person in the event that the applicant is at your office, or also at the showing.
When we click the Apply in Person, it launches an application for Mitch to fill out on your device.
That’s it! Next step is to create a lease once all applicants successfully apply, covered in our How to Create & Send a Lease!