Occasionally, an applicant may invite a household member under the wrong role. For example, someone may be added as a Resident when they should be a Guarantor, or vice versa.
This article explains:
- When applicants can update roles themselves
- When your team will need to make the update
- How to change the role within the application
When Applicants Can Update Roles Themselves
Applicants can modify household members as long as screening has not started.
Screening includes:
- Credit
- Criminal
- Eviction
If any screening has begun, the role can no longer be edited by the applicant.
If Screening Has NOT Started
Applicants can update roles in one of two ways:
Option 1: From the Household Info Section
- Log into the application.
- Navigate to Household Info.
- Remove the incorrectly added household member.
- Re-invite them using the correct role (Resident or Guarantor).
Option 2: From the Application Summary
If the application has already been submitted but screening has not started:
- Open the Application Summary.
- Remove the household member.
- Re-add them with the correct role.
How to Change an Applicant’s Role as a Property Manager
If the applicant cannot make the change—or you need to correct it on their behalf—any team member can update the role directly within the application.
Steps to Update the Applicant Type
- Open the application.
- In the Applicants table, select the individual who needs the role updated.
- Scroll to the Personal Info section.
- Click Edit (located above the table).
- Update the Applicant Type:
- Resident
- Guarantor
- Click Save.
From this same Edit screen, you can also update:
- Name
- Phone number
Why This Matters
Correcting the applicant role ensures:
- The appropriate screening is run
- The correct requirements are applied
- Reporting remains accurate
- Application decisions are based on the correct household structure
If screening has already started and a role change is required, please contact support for next steps.