Review An ApplySafe Application (Beta)

Reviewing ApplySafe applications lets your agency verify applicant details, references, and supporting checks before making a leasing decision. This article walks you through how to review each tab of an application and update its status in Grow CRM.

1. On the side menu, click CRM.
2. Click Applications.
   
3. Hover your cursor over the required application.
4. Click View.
   
5. Next to the Overview button, you will see a button for each applicant on the application. Click the applicant's name.
   
6. Click the Application tab to preview the details of the application.
   • Please see Individual ApplySafe Application Overview for more information.
     
7. Following your agency's processes, select one of the application tabs to review.
   
8. Click the button next to the tab you are currently viewing.
9. Select any of the options from the dropdown where appropriate.
   • Edit: Edit the first name, last name and email address of the reference check contact.
   • Send Email: Send an email to the reference check contact.
   • Needs Review: Mark the tab as requiring review.
   • Approved: Mark the tab as approved.
   • Rejected: Mark the tab as rejected.
      
10. Repeat steps 6 - 8 for all tabs until they are finalised.
11. If there are multiple applicants on the applicant, repeat steps 5 - 9 for each applicant.