Sometimes applicants of the same household will submit an application separately or accidentally. You can easily merge applicants from the Applicants Board.
In this article, you will learn:
- Implications for merging applicants
- When to merge applicants
- How to merge applicants
Implications for Merging Applicants
- Before merging applicants, confirm that the applicants you are merging are part of the same household.
- Merging applicants cannot be undone.
- Merging applicants will combine all selected information.
- Merging applicants when they are in Pending Decision, Approved, or Denied will cause issues with the application data. Be sure to only merge before running any Credit, Criminal, or Eviction screenings.
Encourage applicants to have one person apply and invite other residents to apply via emailed link.
When to Merge Applicants
Merge applicants when multiple applicants of the same household have applied for the same property separately. You’ll want all applicants of the same household to be combined into one household. You can safely merge applicants before any screening has been completed for any applicant.
How to Merge Applicants
- Select the applicants to merge from the Applicants table.
- Click the merge icon.
- Select the applicant who will be the primary. The other applicant(s) will be toggled as additional applicants.
- Select the Vehicles and Pets (if applicable) that you want to include in the household.
- Confirm details and click Merge Cards.
View the primary applicant to see all applications for the household.