Snug Match makes managing multiple applications easy with Application Workflow.
At a glance, property managers can see the stage and status of any property or application and lease faster with streamlined application tools and communications.
Contents
How does Application Workflow work?
How do I update the application status?
How does Application Workflow work?
With the Snug Match workflow tools, each application can be updated to reflect its progress through the leasing journey.
Snug match processes applications through a journey of five stages: New, Process, Approve, Offer and Accept. Each stage includes a number of sub-statuses to provide the flexibility to match your leasing process and provide enough detail to understand the status of your applications.
The property stage will reflect the most progressed application out of the set of applications for that property.
How do I update the application status?
- Log in to your Property Manager Dashboard
- Click on the Applications menu to see your applications list
- Update the status of an application by clicking “Move to”, selecting the desired status
- Click save once selected
- The application status will update (email communications may be sent in some cases as noted in Available Stages and Statuses)
- A confirmation message will be displayed on screen
Available Stages and Statuses
|
Stage |
Status |
Rules |
Notifications To Applicant |
| New | |||
|
New |
This stage is reserved for new, unopened applications. |
Email confirmation of new application. |
|
| Review | |||
|
|
Processing |
Can be updated to this status at any time. A new application will automatically update to processing when viewed. |
N/A |
|
|
Requesting info |
Can be updated to this status at any time. This status will reflect automatically if Request Info is conducted on an application. |
Request information email. |
|
|
Shortlisted |
Can be updated to this status at any time. |
Email noting that their application has progressed will be sent to the primary applicant. |
|
|
Declined |
Can be updated to this status at any time. |
Unsuccessful application email will be sent to the to the primary applicant if notify option selected. |
|
|
Withdrawn |
Can be updated to this status at any time. |
N/A |
| Approve | |||
|
|
Pre-approval |
Can be updated to this status at any time. |
N/A |
|
|
Owner-approval |
Can be updated to this status at any time. |
N/A |
|
|
Application approved |
Can be updated to this status at any time |
N/A |
| Offer | |||
|
|
Offered |
This will trigger the option to send an offer to the primary applicant or mark as leased. If moved to an earlier status, any issued offer will be withdrawn. |
Email offer will be issued if Send offer is confirmed. If opted in, a utility connection referral will be issued on “Send offer” or “Mark as leased” |
|
|
Payment pending |
Can be updated to this status at any time. |
N/A |
|
|
Deposit received |
Can be updated to this status at any time. |
N/A |
| Accept | |||
|
|
Accepted |
Can be updated to this status at any time. |
N/A |
|
|
Lease sent |
Can be updated to this status at any time. |
N/A |
|
|
Mark as leased |
This will trigger the option to mark the property as leased to the selected applicant. If marked as leased, the "Leased" label will show on the property and it will not accept further applications. If moved from this status, the property will be available to take applications. |
If opted in, a utility connection referral will be issued. |
Frequently Asked Questions
Can I see properties that are at a particular stage?
Yes, you can filter your properties by the stage and status of the most progressed application for that property. From the Team Overview, click the "Status" selector in the search bar and select the appropriate status.
Can I move an application to another status?
Yes, you can move an application to any status, excluding "New" which is reserved for applications that have not been opened yet.
Can applicants see their status in the workflow?
No. The application workflow tool and the related status and stages is only available to property managers, however emails are sent to the applicant at certain stages of the application process, as outlined in Available Stages and Statuses.
What does Decline (Flag) do?
Decline (Flag) allows a household that's not suitable for any properties within the team to be declined and flagged as unsuitable for 90 days. A flagged applicant will show as orange in the application list.
The unsuccessful email notice that is delivered (if Notify option is selected) does not include any links to other properties in the team portfolio.