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The Application Portal serves as a guide for your customers, leading them through your onboarding process, handling legal details, payments, and contracts. Branded with your business identity, the portal provides essential information such as your contact details, a preview of the rental contract, and compliance information.

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The customer journey

Each applicant gets their own portal link, and what they see follows the steps in the application’s configuration.
  • A Summary at the top shows the contract dates, their share of the rent, a preview of the rental contract, and the unit’s compliance documents.
  • Below it, the portal lists the steps they need to complete, each marked Todo or Done. Applicants work through them in order, and a step only opens once the one before it is finished.
  • Personal details and Guarantor details are added to the list when you need them, alongside the steps from your configuration.
  • Steps handled outside the portal, such as referencing, show as in progress until the provider reports back.
  • When the application reaches a waitpoint, the portal explains that the step needs action from the property manager and that the applicant will be notified when they can continue.
  • Once onboarding finishes, the portal confirms that the application is complete.
Your customers are automatically emailed an onboarding link when the application is created. You can send a fresh link at any point:
  1. Open the application and find the applicant.
  2. Click Send link.
  3. Turn on Send email to email the link to the applicant, then click Create.
  4. Copy the link from the dialog if you would rather share it yourself.
When you move an application off a waitpoint, turn on Email applicants in the Progress dialog to email a link to everyone who has something to do on the next step. See Manage an application.

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Portal settings

To customise the portal, navigate to Settings > Leasing > Application portal:
  • Links: Add your Terms of Service, Privacy Policy, and Pre-application terms. Pre-application terms can be a link or an uploaded file, and are presented to the customer before they begin the application process.
  • Customer: Turn on Enable customer address collection to collect your customer’s address during the pre-application flow.
  • Terms of service: Turn on Disable special requests to remove the special requests section from the customer acceptance page.
  • Custom text: Change the terminology used for the Holding deposit, and the message customers see while their application is Pending acceptance.
Your logo, colours, and contact details come from your branding settings.