Caitlin
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Send Owner Details To Manage PM Via An Appraisal
When a property owner is ready to move a property from appraisal to active management or sale, you can send their details straight to Manage PM without re-entering them manually. This article cover...
Enable The ApplySafe Application Form For An Off Market Or Leased Listing
The ApplySafe tenancy application form is normally used for listings with an Active status. However, there are cases where you'll still want prospective tenants to be able to apply, such as an Off ...
Add A Send Webhook Step To A Workflow
Webhooks let you connect your workflows to third-party automation tools, such as Zapier, so data can flow automatically between Grow CRM and other apps you use. This article covers how to add a Sen...
Individual ApplySafe Application Overview
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 result...
Update Existing Workflows To Work With ApplySafe
With the release of ApplySafe, the rental application process has moved to a new, more secure application form. If your existing Workflows contain a hardcoded "Apply" link in a Send SMS or Send Ema...
Enable And Set Up The Pre-Built ApplySafe Workflows
ApplySafe comes with a set of pre-built workflow templates that automatically send communications to enquirers, inspection attendees and applicants, saving you from having to build these workflows ...
ApplySafe Applications Section Overview
The Applications section is where you review and manage tenancy applications submitted for your listed properties. This article covers how to access the Applications section, filter and view applic...
Approve Or Reject An ApplySafe Application
Once a rental application has been assessed, you need to record the outcome in Manage PM to keep your CRM up to date and move the process forward. This article covers how to approve or reject an Ap...
Review An ApplySafe Application
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...
Enable ApplySafe
ApplySafe streamlines tenant screening by allowing your agency to verify applicants' identity and income, and check their rental history, directly within Grow CRM. This article explains how to enab...