Applicant 

This option is used to create applicant's data base for the managing Company. Using this form you can add, modify or delete the Applicant 's information from time to time as the need arises.Before allotting any unit to the tenant, first tenant has to fill an application form for correspondence. Company has to enter all the applicant details, and the same details will be carried forward as tenant, once the unit is allotted to them.

Applicant List

Applicant Filter Options
Description

Enter or select the required criteria in the fields and click on Go button to filter the applicant list.


Applicant Details has been divided in to two tabs Details , Visits Following Applicant details are maintained.

Details Tab
Field Name Description
Details Tab
ID

Enter an unique ID for the Applicant, to uniquely identify in entire application form other Application. ID cannot be less than 5 digits and can be entered to a maximum of 10 Digits. ID can be a combination of alphanumeric characters. No Spaces are allowed.

Salutation

Enter salutation to refer the Applicant. User can enter maximum of 3 characters and column cannot be empty.

First Name

Enter First Name of the Applicant, User can enter maximum of 15 characters, and column cannot be empty.

Last Name

Enter Last Name of the Applicant, User can enter maximum of 15 characters, and column cannot be empty.

SSN

Enter Social Security Number

Date of Birth

Select the date of birth from the calender of the Applicant

Communication details

Enter Postal Address of the Appllicant. Address1, Address2 , City, Zip, State and Country. Phone 1, Phone 1, Mobile, Email ID.

Application Date

Select the Date from calender. This date specifies the date on which application is received.

Agent

Select the Agent name from the lookup who has intorduce the Application to the Property Management Company.

Status

Select Live/Canelled. For active applications the status should be live and for In-Active application the status should be cancelled.

Valid Upto

Enter in days, for how many days the application is valid after the application date. For these days the status for the application will be Live and there after it has to be updated to Cancelled.

Amount

Specify here the amount, if any paid by the applicant at the time of submitting the application form to the company for Units. Click on the adjacent image. This will open up an window for the payment details.

Visits Tab
Field Name Description
Date

Enter the date on which the Applicant has made visit to the Unit

Property

Select the Property Name from the Look up which the applicant had visited

Block

Select the Block Name from the Look up where the unit is located in the property.

Unit

Select the Unit Name from the Look up where the applicant has visited.

Applicant Comments

Enter the comments from the Applicant regarding the unit for further reference.