TIDY Concierge

Concierge

TIDY Concierge

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Rental Applications & Approval

When someone applies to rent one of your units, their application appears in the Leasing pipeline for review. Each application brings the applicant’s details, the channel it came from, and a screening report together in one place, so you can make a decision and move straight to a signed lease.

A rental unit's applications in TIDY, each showing the applicant, the channel it came from (via Zillow, via Furnished Finder), and a screening status such as Recommended

What’s in an Application

  • Applicant details — name, contact information, and the information they submitted with the application.
  • Source channel — where the application came from (for example, Zillow, Apartments.com, or a by-the-room channel), so you know how the applicant found the unit.
  • Screening report — an inline background check covering credit, criminal and eviction history, and income-to-rent ratio. See Tenant Screening for how these reports work.

Making a Decision

From an application you have three actions:

  1. Approve and send the lease. Approve the applicant and send the lease straight to e-signature — the unit moves to the Signing stage in the pipeline.
  2. Approve. Mark the applicant approved without immediately sending a lease.
  3. Decline. Decline the application. When a decision is based on a screening report, TIDY helps you send the required adverse-action notice.

Adverse-action notices are required by law. If you decline an applicant (or approve on different terms) based on information in a background or credit report, federal law requires an adverse-action notice. TIDY’s decline flow helps you send one, but the decision — and responsibility for following applicable fair-housing and screening law — is yours. When in doubt, consult your own counsel.

After Approval

Once you approve and send a lease, track its signature status under Leasing (Signing stage). When it’s signed, the unit becomes Occupied and rent collection and the lease ledger take over under Finance.

You decide who to approve. TIDY gathers the application and screening information and keeps the process organized — but approval, denial, and the terms you offer are always your decisions to make.