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Understanding applicants

This article looks at:

  1. What is an applicant
  2. How do applicants get into Arthur
  3. How does the way applicants get created affect what you find
  4. What becomes of an applicant
  5. How to create an applicant manually from within Arthur
  6. How to use the webform in Scenario 2
  7. How to credit check an applicant
  8. How to convert an applicant into a tenant on a tenancy from an applicant
  9. How to convert an applicant in viewing into a tenant in a  tenancy

1. What is an applicant

An applicant is a contact with details about themselves

2. How do applicant get into Arthur

Applicants arrive in a variety of ways:

  1. Manually added
  2. Webform scenario 1 below
  3. Via a portal
  4. Via a client website

Updating an applicant using webform 2 can be explained on understanding webforms

 

 

 

 

3. How does the way applicants get created affect what you find

Applicants that arrive via a portal come in as applicant and an enquired viewing in the viewings area

Applicants that arrive via any other means simply create an applicant

 

4. What becomes of an applicant

Applicants can be converted into an applicant within viewing or a tenant within a tenancy

 

Download the applicants’ journey: workflows

5. How to create an applicant manually from within Arthur

Within applicants>add applicant

Within viewings>add viewing>add applicant

 

 

6. How to use the webform Scenario 2

When converting your applicant record into a tenant record on a tenancy you can use the automated events area to trigger an email to the tenant that includes a link to the webform Scenario 2.  This is linked to how to use webforms to onboard your tenants

 

6. Can you credit check an applicant

Yes via our integration to call credit. This is linked to how to carry out a credit check

 

 

 

7. Converting an applicant into a  tenancy

Option 1: Go into Applicants Create Tenancy:

 

Option 2: Add tenancy>page 3>Add existing applicant (pulls in the applicant into the tenancy)

 

 

 

8. How to convert an applicant in viewing into a tenant on a tenancy

Go viewing>add tenancy

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