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Understanding applicants

This article looks at:

  1. What is an applicant
  2. How applicants get into Arthur
  3. How to set up alternate applicant status
  4. How to set up sources of inquiries for applicants
  5. How the way an applicant is created affects what you find
  6. What becomes of an applicant
  7. How to create an applicant manually from within Arthur
  8. How to use the webform in Scenario 2
  9. How to credit check an applicant
  10. How to convert an applicant into a tenant on a tenancy from an applicant
  11. How to convert an applicant in a viewing into a tenant in a tenancy

1. What is an applicant

An applicant is contact with details about themselves

2. How applicants 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 the ‘scenario 2 webform’ is explained in understanding webforms

 

 

 

 

3. How to set up alternate applicant status

This feature for Enterprise only allows large clients to apply for their own statuses alongside or in replacement of the default ones.

The default ones provided include:

  1. Active
  2. Inactive
  3. Tenants

Add an applicant status

To add an applicant status, go to Prefrences>applicants. Here you will be able to add your own status’ which acts as useful filters.

 

 

4. How to set up sources of inquiries for applicants

 

5. 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 creates an applicant

 

6. 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

7. How to create an applicant manually from within Arthur

Within applicants>add applicant

Within viewings>add viewing>add applicant

 

 

8. How to use ‘scenario 2’ webform

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 ‘scenario 2’ webform.  This is linked to how to use webforms to onboard your tenants

 

9. Can you credit check an applicant?

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

This integration produces an immediate credit report helping gauge the tenants likelihood of fulfilling rental commitments.

 

 

10. Converting an applicant into a  tenancy

Option 1: Go into Applicants Add Tenancy:

 

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

 

 

 

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

Go to viewings>add tenancy

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