Overview
You can conditionally approve an application when the applicant needs to meet certain conditions before final approval, like increased deposit or a co-signer.
Conditionally approve an applicant
Open the application and click Take Action > Conditional Approval
Add a note describing the conditions (optional). This also gets added to the applicant's Notes & Follow-ups section.
Review the text message to the applicant and edit it if needed.
Click Next.
Review the email subject and body, and add any additional CC recipients.
Check Include adverse action letter if applicable. This automatically appends the Consumer Report Disclosure to the email.
Click Next to confirm.
Customize the default templates
Go to Settings > Rental App Templates > select a template > Automation tab. From there, you can edit the default Conditional Approval email (subject, CC, body) and text message.
Note
Conditional Approval is available to push the application to your PMS if you use the Chrome extension. If you use the API, you can click the three-line menu at the top right and then press Force Push.