Processing Applicants

After you add a prospect's guest card, you process the prospect as an applicant. The prospect becomes an applicant when you apply application charges. Processing an applicant includes the following procedures:

1	Completing application forms for the prospect and any occupants (optional)

2	Apply application charges

3	Screening the applicant (optional)

4	Approving the applicant

5	Generating lease documents

Voyager includes a standard application form for prospects and their occupants. You should complete this form for the prospect and any occupants only if your organization requires you to do so. Your organization may require separate forms instead of, or in addition to, the standard form.

If your property is set up for the Blue Moon interface, you can transfer information to the most current Blue Moon online application form.

If your property requires prospects to pay fees for processing applications, you can apply application charges to them.

Application charges are set up for the unit type of the applicant's unit. Some charges are optional or have modifiable amounts. Occupants with relationship types of Spouse, Roommate, Guarantor, Other may be subject to the some charges. For information about setting up application charges on unit-type records, see “Adding Unit Types” in the Voyager Core Setup Guide.

Approving an applicant allows you to execute the applicant's lease and post a move-in for the applicant. You can also deny or cancel the applicant. For more information, see “Denying, Canceling, and Re-applying Applicants”.

Lease documents are generated from report packets, which combine multiple documents, such as lease agreements and new prospect letters, into a single PDF. Your system administrator sets up report packets for lease documents.

If your property is set up for the Blue Moon interface, you can print lease documents from Blue Moon.

You do not need to finish processing an applicant at one time; Voyager saves the applicant's guest card after you complete each procedure so that you can exit Voyager and resume processing the applicant later. For more information, see “Reviewing Guest Cards”.

To process a prospect as an applicant

1	If not already open, open the guest card of the prospect who you want to process as an applicant. For more information, see “Reviewing Guest Cards”.

2	If the Application Form tab is not already open, click the Application Form link on the Leasing Steps menu. The current tab changes to the Application Form tab.

3	If you want to complete an application form for the prospect or an occupant:

a	Click the Application Information link in the row corresponding to the prospect, or the Occupant Information link in the row corresponding to the occupant. The Application for [Prospect/Occupant] screen appears.

b	Complete the screen, as needed.

c	If you want to print the application form, click Print.

d	Click Save.

4	If you want to transfer the information on completed application forms to Blue Moon:

a	Click the Blue Moon button. The Lease Application -- Blue Moon screen appears.

b	Complete the screen and click Submit. The Getting Started screen on the Blue Moon online application appears.

c	Complete the Blue Moon online application, as needed. For more information, contact Blue Moon technical support.

d	Click the Close button at the top right of the window.

5	Click Next. Voyager saves the guest card. The Application Form tab changes to the Application Charges tab.

The table on the Application Charges tab shows the number of occupants (including the prospect) to which each charge will be applied.

6	Complete the tab, as needed:

Charge Date	The date on which Voyager posts the application charges to the general ledger. By default, this is the current date. This date cannot be later than the date in the Expected Move-In field.
Agent	Select your name, or the name of the leasing agent authorized the charges. By default, this is the agent selected in the Agent field on the Prospect Guest Card screen. For information about setting up the options in this field, see “Adding Leasing Agents”.

7	If you want to apply an optionalcharge, select the Select check box in the row corresponding to that charge.

8	If you want to modify the amount of a modifiable charge, type the new amount in the Amount field in the row corresponding to that charge.

9	Click Next. A confirmation request appears.

10

Click OK.

11	If you are holding the unit for the applicant, a second confirmation request appears. Click OK. Voyager saves the guest card. The Application Charges tab changes to the Application Status tab.

If the unit was a selected for another prospect for whom application charges have been posted, Voyager will not post the charges. You must select a new unit for the current prospect. For more information, see “Editing Unit Selection for Prospects and Applicants”.

12	If you want to select a new unit for the applicant, click the Assign Unit button. The Select Unit tab appears. For more information, see “Editing Unit Selection for Prospects and Applicants”.

13	If you want to screen the applicant, click the Credit Check button at the top part of the screen. The Credit Check screen appears. For more information, see “Screening Applicants and Occupants”.

14	Click the Approve button.

If you want to deny the applicant, see “Denying, Canceling, and Re-applying Applicants”. You may need proper permissions to approve an applicant who has not been screened or was denied by an applicant-screening agency. For more information, contact your system administrator.

15	If a confirmation request appears, click OK. The Approval screen appears.

16	Complete the screen, as needed:

Date	The date of the approval. By default, this is the current date. This date cannot be earlier than the application submission date or later than the preferred move-in date.
Agent	Select your name, or the name of the agent who approved the applicant. By default, this is the agent selected in the Agent field on the Prospect Guest Card screen. For information about setting up the options in this field, see “Adding Leasing Agents”.

17	Click Save. A confirmation request appears.

18	Click OK. Voyager saves the guest card.

19	If you want to print lease documents from Voyager:

a	Click the Lease Doc button. The lease-document selection screen appears.

b	If you want to be able to review the lease documents after you generate them, as attachments on the guest-card record, select the Attach to Prospect Record check box.

c	Select the Select check box in the row corresponding to the report packets that you want to generate.

d	If you want to print the selected report packets, click the View button. A PDF document of the selected packets appears. Print the PDF document.

e	If you want to email the selected report packets to the resident, click the Email button. A confirmation request appears. Click OK.

f	Click Close.

20	If you want to print lease documents from Blue Moon:

a	Click the Blue Moon button. The Lease Application -- Blue Moon screen appears.

b	Complete the screen and click Submit. The Blue Moon online forms screen appears.

c	Click the View Print Menu button at the top of the screen. For more information, contact Blue Moon technical support.