NMI Step 5 - Doc Mgmt: Applicant Packet for New Move In

Introduction

This tutorial is designed to guide you through the process of managing applicant packets for new move-ins using the Document Management feature in OneSite. This is Step 5 in the New Applicant process, following the stages of prospecting, application, screening, and interviews. Understanding how to effectively manage applicant documents is crucial for ensuring a smooth transition for new tenants.

Step 1: Access Document Management

• Log into your OneSite account.
• Navigate to the Document Management section by selecting it from the main dashboard.
• Ensure you are in the correct property management area to access the relevant applicant files.

Step 2: Locate the Applicant Packet

• In the Document Management section, look for the 'Applicant Packet' folder.
• Use the search bar if needed to find specific applicant documents.
• Verify that you have the correct applicant by checking their name and application date.

Step 3: Review Required Documents

• Open the applicant packet to review all included documents.
• Ensure the following documents are present:
  • Completed application form
  • Proof of income
  • Identification (e.g., driver's license)
• Check that all documents are signed and dated where necessary.

Step 4: Upload Additional Documents

• If any documents are missing, request them from the applicant.
• To upload new documents:
  • Click the 'Upload' button within the applicant packet.
  • Select the files from your computer and confirm the upload.
• Ensure that all uploaded documents are clearly labeled for easy identification.

Step 5: Finalize Applicant Packet

• Once all documents are reviewed and uploaded, double-check for completeness.
• Use the checklist provided in the OneSite system to confirm that all required documents are in place.
• Mark the packet as ‘Complete’ to indicate that the applicant’s documentation is ready for the next step in the process.

Conclusion

Managing the applicant packet is a crucial step in the new move-in process. By following these steps, you ensure that all necessary documentation is organized and complete, facilitating a smooth transition for new tenants. Next, proceed to Step 6, which involves managing the lease packet for the new move-in. Always keep communication open with applicants to avoid missing documents and ensure compliance throughout the process.