Introduction

A lettings application helps you track everything needed to move an application from submission to completion. The Application Detail Page gives you one place to view the application, update stages, manage tasks, add documents, and follow all activity related to the application.

Summary

Accessing an Application Detail Page
Using an Application Detail Page

Accessing an Application Detail Page

The "Application Detail Page" for a specific application is accessed by clicking on a property address either from the Contact Profile:

Or from the Lettings Application list page:

Using an Application Detail Page

The property address is displayed in the top-left:

2. Click on the three dots (. . .) to access additional options associated with the application:

Edit Application
Add Tenancy (Check link for more details)
Send to Docusign (Clicking this takes you to Deals Details - Documents - E-sign below)

3. You can adjust the owner or click to be taken to the associated contacts with the options here:

4. To move an application to the appropriate stage of the pipeline, click on the stage where you would like to move it using this section:

The application pipeline remains fixed at the top regardless of which tab you switch to on the left sidebar. When changing the pipeline stage, you’ll be prompted to confirm:

Deal Details

Field groups will be displayed here. With appropriate permissions, you can customise and manage (add, delete, edit etc) field groups by clicking the gear icon:

Please reference Field Groups for more information about custom fields.

Dates

The Date tab includes the following default date fields. You can edit them either by selecting the Edit button in the top-right corner or by clicking directly into the date fields to choose a date.

Checklists

Under the Checklists tab, you can add individual tasks or apply a checklist template. A checklist can be used to create tasks automatically as an application is moved to different stages in the pipeline. To learn more about this feature, please refer to the following: Checklists in Lettings Application.

Commission

The Commission tab will show you the application numbers. This is also where you can add or edit the splits related to the application. Reference Commission in Lettings Application for detailed information about commission.

People

The People tab in Lettings Application shows everyone involved in an application. Please check People in Lettings Application for detailed information about people tab.

Documents

You can upload documents that are intended to be saved with this application to the Documents tab. To use a document, you can access it here, but will have to download to your computer and then upload it elsewhere as needed. Check Documents in Lettings Application for detailed information about documents.

Activities

The Activities tab simply serves as a log for all activities related to the application.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.

Lettings Application Detail Page Introduction