Transfer an Applicant to Another Property

Objective An applicant at your property would like a unit but none are available and a sister site does have an available unit or an applicant would like to be on the waitlist of multiple properties within your management company. Environment OneSite Leasing and Rents Conventional Procedure Note: In order to transfer an applicant to a sister site, the property that the applicant will be transferred to will need to be a sister site of the current property. 1. Go to the Navigation Menu (3 bars) > Residents 2. Locate the household and click View next to their name. 3. In the Actions column, click Transfer to sister site. Note: When transferring an applicant to a sister site, the applicant will be added to the sister site as a prospect. This means that only prospect information will be added to the sister site. Screenings, financial information, etc, will not be moved to the sister site. 4. Select the sister site the applicant will be transferred to. 5. Enter the following information: Reason for transferring Do you want to cancel or reject this applicant: Cancel: Select this option if you would like to change the applicant's status on the original property to cancelled. Deny: Select this option if you would like to change the applicant's status on the original property to denied. Keep as applicant: Select this option to leave the application active on the original site. 6. Click Save.