Individual applications submitted through ApplySafe in Grow CRM bring together everything you need to assess a tenancy application in one place.
Property and application details, verification results, applicant information and activity, all in a single view.
This article covers how to access an individual application, the general details and buttons available, and what you'll find in the Overview tab and each Applicant tab, including verification statuses and application PDFs.
Accessing An Application
- On the side menu, click CRM.
- Click Applications.
- Hover your cursor over the required application.
- Click View.
General Details And Buttons
General Details
At the top of the application, you will find the following information:
- The property the application is for
- The type of application
- The current status of the application
Buttons
In line with the General Details, you will see the following buttons:
- Add Activity: Allows you to add a task or a note.
- Send: Allows you to send an email or SMS to the owners or tenants.
Overview Tab
The Overview Tab provides a general overview of the application details, applicants, activity and workflows.
Application Details
The Application Details section displays the following information:
| Detail | Description |
| Status | The current status of the application. |
| Lease Start Date | The applicant's preferred lease start date. |
| Lease Term (months) | The applicant's preferred lease term length. |
| Rent Percent Income Band | If verified, the rent percent of income band is displayed |
| Submitted Date | The date the application was submitted |
| Successful At | The date the application was marked as successful |
Applicants
The Applicants section provide a general overview of each individual applicant on the application. This section displays the following information:
| Column | Description |
| Contact | The associated contact for the applicant. |
| Inspected | Displays whether the applicant have inspected the property. |
| Verified Rent To Income Ratio | The rent to income ratio that has been verified by an automated bank statement check (requires ApplySafe and Digital Income Verification to be enabled). |
| ID Verified | Indicates whether the applicant's ID has been verified by a third-party identification verification service (requires ApplySafe and Digital Identity Verification to be enabled). |
| Self Declared Weekly Income | Weekly income submitted by applicant (has not been independently verified). |
| Tenant Rating | Displays the tenant rating applied to the applicant. |
Activity
The Activity section (directly below the Applicants section) is where all activity related to this application is stored.
You can choose to view all activity or filter the list based on the activity type:
- All
- Task
- Notes
- Enquiries
- Communications
- Inspections
- Applications
- Offers
- Events
Workflows
The Workflows section is where information regarding any workflow that has been run for this application (as well as provides the ability to manually run a new workflow).
Applicant Tabs
Information regarding each applicant on the application are stored separately in their own tabs. Click on any applicant tab to view their application details.
Application Details
The Application Details is the same that is displayed in the Overview tab.
Contact Details
The Contact Details section displays the following information:
| Detail | Description |
| Tenant Rating | The applicant's tenant rating. |
| Last Inspected At | The date the applicant last inspected the property. |
| Rent Percent Income Band | If verified, the rent percent of income band is displayed. |
| ID Verified | Indicates whether the applicant's ID has been verified (either manually or by a third-party identification verification service). |
| Income Verified | Indicates whether the applicant's income has been verified (either manually or by a digital income verification check). |
Application PDFs
The details of the applicant's application is stored as separate PDFs, each easily accessible via its own tab.
| Description | |
| Application |
General application details:
|
| Employment | The applicant's employment details |
| Personal |
The applicant's reference's details.
|
| Rental History | The tenant's rental history and supporting documents. |
| Privacy Statement | The privacy statement provided to the applicant. |
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