Send New Application

This task is used to send a an application to a new applicant or an existing household.

How do you get here?

Household Detail General Tab Tasks Send New Application

or

Occupancy and Compliance Prospects Tab Tasks Send New Application

To Send a New Application:

1. If you started from the Occupancy and Compliance Prospects Tab enter the new applicant's information (otherwise jump down to Step 5 below), then click Next.

• All required fields are marked with a red asterisk (*).

• When you click Next, Property Manager will make a search to make sure the person for this application doesn't already exist.  Therefore, the more information you enter, the better this duplicate search will turn out.

2. If there are any people that already exist in Property Manager that might be a match to the person you just entered, the next step will be a listing of possible matches.  Otherwise you will move onto Step 5.

   • When sending an application to a person who had previously been part of another household who has since moved out of that household, you will get a message to either search for an active member of the household this person came from or to create a new household for the selected person.

3. Select either "I did not find a match, use the information entered on the previous screen." or "I found a match, use the person selected below."

4. Click Next.

5. Select all the communities/program funding groups for which the individual wants to apply.

• If you started this task from the Household > General Tab, this will be the first step in the task.

6. Click Next.

7. Select any available documents you want to print by checking the box next to the document name.  Documents included here are those that are in the "Applications: Send" Document Group at System Administration > Maintain Documents - Maintain Document Groups that need to printed and sent to the prospect.

• The HUD Consent Form (HUD-9887) if it is included in this Document Group.

• You can also use the Select All and Deselect All links to help in making your selections.

6. Specify the number of copies you want for each document.

• You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.

9. Click Finished.

10. A pop-up message will appear stating "The Send Application process was successfully completed."  Click OK.

Related Topics:

• Add Prospect

• Update Prospect Guest Card

• Process Application

• Update Application

• Reject Application

• Return Application