Overview
Require prospects to submit a rental application before they can schedule a showing. This is only available when using RentEngine Applications. You can set this at the portfolio level or override it per unit.
Portfolio-level
Go to Settings > Portfolio.
In the Application Visibility section, find Application required for showing.
Select one of the following:
No — prospects can schedule a showing without an application.
Application Submission — prospects must submit an application first. The schedule link is automatically sent when they submit.
Application Conditionally Approved — prospects must wait for property manager approval on their application before receiving the schedule link.
Save.
Per-unit override
Open the Properties tab.
Edit the unit and navigate to the last step of the editing flow.
In the Prescreen Template section, find "Application required for showing".
Choose Inherit from portfolio to follow the company default, or select a specific option for this unit.
Save.
Important notes
The unit-level setting overrides the portfolio default.
Setting it to Application Conditionally Approved means a team member must "Conditionally Approve" the application before the prospect receives the link to schedule a showing.
Setting it to Application Submission sends the scheduling link as soon as the applicant submits their application (without waiting for co-applicants/co-signers to submit).
This feature is hidden if RentEngine Applications are not enabled on your account.