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How to add, remove, and merge co-applicants

Written by Luis S.

Overview

Application groups let multiple applicants apply for the same unit together. You can add a brand new applicant, pull someone in from another application group, add a co-signer, or remove someone who is no longer part of the group. All of this is managed from the three-dot menu at the top right of the application.


Add an applicant

  1. Open the application group.

  2. Click the three-dot menu in the top right.

  3. Select Add applicant.

  4. Choose one of the following options:

  • Brand new applicant — creates a fresh applicant record.

  • Join from another group — moves an existing applicant into this application group from a different one. Use this to merge duplicate or split applications.

  • Add co-signer — adds a co-signer rather than a primary applicant.


Remove an applicant

  1. Open the application group.

  2. Click the three-line menu in the top right.

  3. Select the applicant you want to remove.

  4. Confirm the name in the popup that appears.


Important notes

  • Removing an applicant from a group does not delete their record from RentEngine. It only removes them from that specific application group.

  • Joining from another group merges the applicant into the current group. The original group they came from will no longer include that applicant.

  • Co-signers are tracked separately from primary applicants and do not go through the same approval workflow on their own.

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