Create Custom ApplySafe Status Options

ApplySafe makes it easier to collect and process tenancy applications, and with custom status options you can track each application through the stages that match your agency’s leasing process.

However, the default statuses may not cover every step your team works through, such as waiting on landlord approval or a holding deposit. That is why you can add your own status options, so everyone on the team can see where each application is up to.

This article will guide you through creating custom ApplySafe status options in your Account Settings.

1. Click your portfolio name in the top left corner (next to the Grow CRM switcher).
2. Click Account Settings.
   
3. On the side menu, click ApplySafe.
   
4. Scroll down to the Custom Statuses section.
5. Click Add Status.
   
6. A new blank status field will appear. Enter the status name into the new field.
7. Repeat steps 5 - 6 until all required status options have been entered.
8. Click Save Changes.