Create screening tasks for new tenant applicants in CRM

Your tenant applications arrive untracked, so leasing coordinators create and chase screening tasks manually. This assigns screening processes to coordinators so reviews start within minutes.

Create screening tasks for new tenant applicants in CRM

Overview

When tenant applications come in inconsistently, coordinators spend hours creating and chasing screening work. This flow converts each new applicant into a tracked screening process assigned to leasing coordinators, so reviews begin within minutes and intake backlog is reduced.

Create screening tasks for new tenant applicants in CRM