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Initiating an application as the tenant agent or renter

When a  tenant agent has a renter who wants to apply to a listing, the tenant agent should initiate an application using the "Blue Form." This process can also be done by prospective renters without representation. 

Before initiating an application with the "Blue Form", you must verify that the property owner, manager, or listing agent accepts Rental Beast's Apply Now applications. In addition, ask for the contact information (First/last name and email address) of the person who will review your client's application and tenant screening report. For more information on initiating an application using the "Blue Form," refer to this help article.

Once you've confirmed they accept Apply Now and received the reviewer's contact information, complete the following steps to initiate an application: 

  1. Log in to your Rental Beast account.
  2. Click on the "Applications" tab on the main dashboard
  3. Click the "Start a Tenant Screening" button. 
    A user on the 'Applications' tab highlighting the 'Start a Tenant Screening' button
  4. Enter the property contact's information in the "Property Contact" section. This section designates who will review the application, and the listing agent can change it later (if needed). If the listing agent is the designated reviewer, you can use the email address associated with their MLS account.
    A user on a blue from application directly highlighting the 'Property Contact' section after it's been initiated
  5. Complete the "Property" section: The listing information will pre-populate on the blue form, and the information is editable. 
    A user on a rental application form directly after initiating an application and highlighting the 'Property' section
  6. Complete the "Applicant" section: Enter background information about your renter(s). If multiple people are applying together (IE: Roommates or co-signer), click the "+" button to add additional applicants.
    A user on a rental application form directly after initiating an application and highlighting the 'Applicants' section
  7. Press "Submit" to finish your application. Double-check that everything is correct, as you cannot adjust or change information once it is submitted. 
  8. Notify appropriate parties to check email: After clicking the "Submit Application" button, you and the tenant applicant (s) will receive an email invitation to begin an Apply Now application. Notifications will also be sent to the property owner or designee. If any parties don't receive the email, confirm they checked their spam/junk folders.

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