Next Task
3 of 5 complete

2nd Follow-up

Courtney Osborne

Tours
1 of 3 complete

Alina Loman

2:30 PM (1 hour ago)

David Terrence

3:30 PM

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George McGovern
Synced (7 minutes ago)
Last Followup Date
3 days ago
Last Activity Date
1 day ago
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Upcoming Tasks

Assigned to: Property Agent

Due: Sep 09, 2020 (3 days)

Requests chat prospect requesting follow-up from team member

Linked lead: Corey Kennethcat

Mar 12, 2020

Showing units: 5050 (2A)

Linked lead: Chao Yan

Mar 11, 2020
Show All Tasks (3) Add New Task Show Completed Tasks
Active Properties
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Active
Union Residences
Stage: Tour Completed
Owner: James Taylor
Last Activity Date: 3 days ago
Lost
Union Quarters
Stage: Contact Made
Owner: James Taylor
Last Activity Date: 5 days ago
Lost Reason: Rented elsewhere
Prospect Details
Edit
Roommates
Add
Jane Johnson Spouse
Josh Johnson Child
Pets
Add
Fido
dogboston terrier20lbs
Rex
birdparrot2lbs
Vehicles
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Chevrolet Camaro
white2015
Ferrari F50
red2017
Leasing Progress
Step 4 of 9
Send Lease
Step 1: Submit Application
Alice Testerly4 days ago
Bob Testerly4 days ago
Step 2: Pay Application Fees
Alice Testerly4 days ago
Bob Testerly3 days ago
Step 3: Make Application Decision
San Travesia2 days ago
Step 4: Send Lease
San TravesiaToday
Step 5: Sign Lease
Alice Testerly
Bob Testerly
Chester McTesters
Step 6: Countersign Lease
San Travesia
Step 7: Send Deposit Agreement
San Travesia
Step 8: Sign Deposit Agreement
Alice Testerly
Bob Testerly
Step 9: Countersign Deposit Agreement
Alice Testerly
Application Decision
Awaiting Property Decision

Background

Status: Awaiting Screening

N/A View
  • Testo Cresto
    Pending

    Background Check-in Progress

    This person's background history has not been screened yet. We'll share the results here when the background check is completed.

  • John Johnson
    Pending

    Background Check-in Progress

    This person's background history has not been screened yet. We'll share the results here when the background check is completed.

Income

Status: Awaiting Income

N/A View
  • Required Income (2.5x) $5,510/month
  • Testo Cresto
    Pending

    Awaiting Income

    This person's income has not been submitted yet. We'll share the results here when they complete their application.

  • John Johnson
    Pending

    Awaiting Income

    This person's income has not been submitted yet. We'll share the results here when they complete their application.

Background

Status: Awaiting Screening

N/A View
  • Testo Cresto
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions Pass
  • John Johnson
    Pending

    Background Check-in Progress

    This person's background history has not been screened yet. We'll share the results here when the background check is completed.

Income

Status: Awaiting Income

N/A View
  • Required Income (2.5x) $5,510/month
  • Testo Cresto
    Edit
    Income $5,000/month
  • John Johnson
    Pending

    Awaiting Income

    This person's income has not been submitted yet. We'll share the results here when they complete their application.

Background

Status: Awaiting Screening

N/A View
  • Testo Cresto
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions Pass
  • John Johnson
    Start Screening

    Applicant Manually Added

    The application information for this person was manually added. Please start a background check to screen this person's Credit and Criminal history.

    Start Background Check

Income

Status: Awaiting Income

N/A View
  • Required Income (2.5x) $5,510/month
  • Testo Cresto
    Edit
    Income $5,000/month
  • John Johnson
    Edit
    Income (Not employed) $1,600/month

    Verify Income

    The income for this person was self-reported during the application process. Please verify and confirm income is accurate.

    Verify Income Amount

Background

Status: Unable to Assess

-/- View
  • Testo Cresto
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions Pass
  • John Johnson
    Unable to Assess

    Background Check Failed

    We were unable to assess this person's Credit and Criminal background history. Please check with SafeRent to determine why background check failed. If needed, after fixiing issues with applicant, rerun background check below.

    Go to SafeRent

    Rerun Background Check

Income

Status: Approved

$6,600/month View
  • Required Income (2.5x) $5,510/month
  • Testo Cresto
    Edit
    Income $5,000/month
  • John Johnson
    Edit
    Income $1,600/month

Background

Status: Approved

9.5/10 View
  • Testo Cresto
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions Pass
  • John Johnson
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions Pass

Income

Status: Approved

$6,600/month View
  • Required Income (2.5x) $5,510/month
  • Testo Cresto
    Edit
    Income $5,000/month
  • John Johnson
    Edit
    Income (Not employed)$0/month
  • Alex Hamilton
    Edit
    Income $1,600/month

Background

Status: Deny

9.5/10 View
  • Testo Cresto
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions Pass
  • John Johnson
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions 1 Fail

Income

Status: Insufficient Income

$2,600/month View
  • Required Income (2.5x) $5,510/month
  • Testo Cresto
    Edit
    Income $1,000/month
  • John Johnson
    Edit
    Income (Not employed)$1,600/month
  • Add Guarantor

    Required income not reached yet. Applicant(s) may need to add a guarantor to qualify for the desired unit.

    Add Guarantor

Background

Status: Deny

9.5/10 View
  • Testo Cresto
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions Pass
  • John Johnson
    Open Report
    Credit Complete
    Criminal Accept
    Background Questions Pass

Income

Status: Insufficient Income

$4,600/month View
  • Required Income (2.5x) $5,510/month
  • Testo Cresto
    Edit
    Income $2,000/month
  • John Johnson
    Edit
    Income (Not employed)$1,600/month
  • Alex Hamilton
    Edit
    Income $1,000/month
Application Details
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