From application to move-in: the leasing pipeline

The whole journey from stranger to rent-paying tenant runs through Leasing in the sidebar. The page has three views: Pipeline, List, and Lease packages. Every application opens to a detail page whose Lease desk card drives each step.

1. The application arrives

Prospects apply on your booking site with Apply now or Apply for this home on a listing. The form has five steps: Personal, Stay details, Employment, optional Documents (ID, pay stub) and Review. Applicants who haven't picked a home can tick Select property later (apply generally). Their email creates their applicant portal login. We email them a link to confirm the address, and opening it asks them to choose their portal password, which replaces the one typed on the form. That is the login they track status and sign their lease with. Someone who already has a portal login at that email keeps their password and signs in as usual.

New applications land in the New column and the Leasing badge counts them. Teammates routed for Applications (Settings → Team) get a bell and an email.

You can't add an application by hand or send an invite from Nexxus, so share your booking site's apply page instead. Leads who later apply with the same email show an Applied badge.

2. Triage and decide

• Pipeline shows New, Screening and Approved. Drag cards between New and Screening to triage. On a phone, use Move to stage.
• Decisions happen on the application page: Approve, Needs more info, Reject (with a reason) or Withdraw. Dragging a card into Approved is refused, so a decision always goes through the button and the applicant gets the right email.
• Approve emails the applicant that they're approved, and Reject emails them with your reason. Needs more info and Withdraw send nothing. These emails follow the Resident & owner emails switch under Settings → Team.
• Changed your mind? The status dropdown in the page header can set any status, until a lease has been sent for signature. After that it's locked.
• Rejected and withdrawn applications leave the board. Find them in List.

Screening: the Screening tab lets you record a result (Pending, Approved, Conditional, Failed), a credit score and an overall score by hand. Built-in credit and background reports aren't available yet.

3. Generate the lease

Once the application is approved, Generate lease opens the lease wizard: Parties, Signers, Terms, Fees & Proration, Details, Template, Review & Send. Leases are built from your own lease, so you need an active template first; see Lease templates. The wizard pre-fills from the application and your company settings. If they applied generally, you pick the property here. You can also start from Create draft lease at the top of Leasing.

4. Everyone signs

Approve & Send invites every tenant and co-signer to sign in the resident portal, either all at once or in order. When the last one signs, you get a "countersign needed" alert and Countersign & execute appears on the Lease desk. The full flow is in E-signing leases.

5. Move to Tenant

After the lease is executed, Move to Tenant does the conversion:

• Each tenant signer becomes a tenant. Co-signers are kept as co-signer contacts.
• A confirmed booking is created from the lease dates, rent, deposit and fees, with every tenant on it.
• Their portal switches from the applicant view to the full resident portal.
• Every application on the lease moves to Moved to Tenant.

You land on the new tenant's page. Their ledger is built from the lease and the deposit is tracked. Before creating anything, the double-booking guard rechecks the dates, because occupancy may have changed while the paperwork was out. Move to Tenant sends no email; residents already received their executed lease.

Application fees

Set a default under Settings → Company Settings → Application fee. The fee isn't collected on the apply form. It pre-fills the wizard's Application fee, and whatever amount the lease carries posts to the new tenant's ledger at move-in.