From application to move-in: the leasing pipeline

The whole journey from stranger to rent-paying tenant runs through one pipeline, and each step feeds the next automatically.

1. The application arrives

Prospects apply from your booking site — the apply form creates their applicant account at the same time, so they can track status in the portal from day one. The application lands in Leasing, and whoever's routed for applications gets notified.

2. Review and decide

Work the application through the pipeline stages. Approve, decline, or ask for more info — status changes can email the applicant (when your resident-facing emails are on). If the applicant applied generally ("select property later"), you'll pick the property during lease generation.

3. Generate the lease

The lease wizard builds the lease from the application: property, term, rent, deposit, fees. It supports preset terms or fully custom ones. Generating creates the document and moves the pipeline forward — see E-signing leases for the signature flow.

4. Both sides sign

The applicant reviews and signs in their portal; you countersign in the admin (you'll get a bell when they've signed). The executed PDF is frozen exactly as signed.

5. Move to Tenant — the automatic part

One action converts the applicant into a tenant and creates the booking: dates from the lease, rent schedule onto the ledger, deposit tracking opened, calendar occupied, and the property included in future owner payout math. The double-booking guard rechecks the dates at this gate too — occupancy may have changed while paperwork was in flight.

Where things show up after

The person now lives in Tenants (ledger, documents, maintenance, messages), the stay lives in Bookings, and their portal account switches from applicant view to the full resident portal.