When you need additional documents from an applicant, you can request what's needed and let RentEngine follow up to collect them.
This feature is available for RentEngine Applications.
How it works
Open a prospect's application and click Take Action > Additional Info Required.
Enter a description of the information or documents you need.
RentEngine sends a customizable email and/or text message to the applicant with your request and a custom link to upload the missing documents.
RentEngine automatically follows up 3 times over 3 days until new documents are uploaded by the applicant or the property manager.
Once documents are uploaded, the follow-ups stop.
A record is added to the Activity tab on the application.
Customizing the messages
These templates can be customized in Settings → Rental app Templates → Automation.
When you initiate the request, you also have the option to edit the message content directly before sending, or skip either the email or text if you only want to send one.