Add a lead
On the web, open Lead Management and choose Add Potential Lead. Enter the First name, Last name and Email Address, and a phone number and notes if you like.
Track your leads
Search leads, or filter by Status and by Invite Status, which is Invited or Not Invited. Choose View lead to open one. Under Update Status, set a potential lead to New, Contacted, Interested, Not Interested, Follow-up Required or Closed. Check Invite Status before sending another invitation.
Applications
When a lead applies, choose Convert to Applicant. Under Application Management, use Upload Application Form and Upload Application to keep the forms together. An applicant can be Under Review, Documents Pending, Approved, Rejected or Withdrawn. On Tenants, filter by Type to see Tenants, Potential leads or Applicants.
Convert to tenant
When you're ready, choose Convert to Tenant on the applicant's page. You can then add a lease for them. See Add and manage a lease.
Tenant screening
Owners, co-owners and property managers can start screening for a lead or applicant who isn't a tenant yet. Under Tenant Screening, choose Proceed to Screening, then Continue to External Site. Screening is done by TransUnion on their own site, where their terms apply. KeyRing doesn't send the applicant's details with the link.