How to Integrate an Approved Applicant in Promas

After approving an application there will be a point in your process when you need to create a tenant profile. (Note, some PMs do this prior to collecting 1st month's rent and/or a deposit and some do not. Whatever you do, the following will apply when its time to create the Tenant Profile in Promas.)

Navigate to the Applicants section, then select 'Load Applicants from Inosio'.

Note that applicants are listed as 'Applicant' or 'Co-Applicant' as shown above. Be sure you start with the 'Applicant' and make a mental note to also do the 'Co-applicant'. 

Select the 'Applicant' you want to promote, select edit, and the select 'Accept Applicant and Create a Tenant Profile'.

The tenant profile should be familiar to you, but be sure to update the lease details and add any recurring charges that need to be included in monthly recurring receivables.

Finally, don't forget to go back and "promote" the 'Co-applicants' as well. When creating Co-applicant profiles, you need to "zero out" the lease amount and update the lease start/end dates. The "primary applicant' you already created will be populated on their Tenant Profile in the 'Responsible Tenant' field and 'Post to Responsible Tenant' will be selected. This is the way that Promas prefers you handle roommate situations.

Primary Applicants:

• create tenant profile
• input lease start/end dates
• input lease amount
• input other recurring charges
• set recurring schedule and choose the first month to bill them rent.

Co-Applicants:

• create tenant profile (note responsible tenant field and check box will be auto-completed)
• input lease start/end dates (this will make your Cross-reference screen read accurately)
• $0 for lease amount