Adding Applicants to Applicant List(s)

Access Applicant List

From the Main Menu screen, click APPLICANTS. The Browse Applicants screen appears.

Access Add Applicant Wizard

Click

on the toolbar. The Add Applicant Wizard is initiated.

Enter Applicant Info

Enter the applicant’s SSN, full name, and application date and time (defaults to present date and time).

Note: The Social Security Number (SSN) is optional here. However, the applicant must have a valid SSN before you can house the applicant, or edit the applicant’s detailed information.

Click START to continue to the next step of the wizard. After clicking START, the program searches all of your data for existing information on this person. The next step of the wizard depends on the result of that search.

If the applicant already has an active application, step 3 informs you of this fact.

If the applicant has a previously-existing record in your agency’s databases, step 4 informs you of this fact.

If the applicant has any unpaid balances outstanding in your agency’s records, step 5 informs you of this fact.

Enter Additional Applicant Details

Enter the applicant’s household size, birth date, emancipated minor status, gender, race, and ethnicity.

Click NEXT to continue.

Enter any additional notes you’d like to add the applicant’s record and click NEXT.

Select Waiting List(s)

Specify the bedroom size and check to apply for alternate bedroom sizes (if desired), that the applicant would like.

Check the checkboxes of the waiting list(s) on which to place the applicant and click NEXT.

Review and Confirm

10.

Click FINISH to confirm and apply your changes. The Maintain Applicants screen will appear with the new applicant displayed. Click BACK to go back to previous step(s) and change any incorrect information. You are now able to begin the process of housing the applicant and transferring the data into the Occupancy and Rent Calculation program.