Navigate the Applicants Board

The Applicants board is where you manage and track all incoming rental applications from start to finish. This article walks through each section of the board so you can confidently navigate, organize, and take action on applications.

When you first open the Applicants board, it will appear blank.

Once your first application is submitted, the board will automatically populate with applications organized by their current status.

In the upper-right corner of the board, you’ll find several configuration and management options:

Customize how your board functions:

Access and manage reusable templates:

You do not need to configure integrations here.

All integrations for the Applicants board are managed within your Screening Settings.

Create automations to streamline workflows, such as:

Control who can view or access the Applicants board.

Track all activity on the board, including:

Additional actions include:

Below the header, you’ll find different board views:

Your default view showing all applications.

Access performance and data widgets.

Monitor the health of your board and identify potential issues.

Reorder or customize your available views from the far right.

Use Create Manual Application for walk-in applicants or those needing assistance.

💡 Important:

Application fees must be collected manually. They cannot be processed through Aptly or Stripe for manual applications.

Create filters to quickly find specific applications.

You can also view:

💡 Best Practice:

Archive applications after they are completed or approved. This can be automated.

You can organize applications in three ways:

View applications by property or unit.

Track where applicants are in the process.

Create custom stages for more granular tracking.

⚠️ Note:

Stages require manual setup and are not automatically configured. Contact your account manager for assistance.

Use the Fields option to control what information appears in your table view:

Within each group (status or location), you can:

Click the expand arrows to view full application details.

Select multiple applications to:

⚠️ Note:

Copying or moving applications to another board is not recommended. Allow your property management system to sync data instead.

Each application includes quick actions on the right:

⚠️ Important:

Moving an application to another board will archive it from the Applicants board and remove access.

The Applicants board gives you full visibility and control over your leasing pipeline. From customizing views to managing communications and automations, every tool is designed to help you efficiently process and track applications.