Manage Applications
Applications capture household details, financial information, and required documentation.
Receive an application
Applications can come in through:
- The public application form (embedded on your website)
- Manual entry by staff under Homeowners → Applications → New
Review and triage
From Homeowners → Applications:
- Filter by status (New, In Review, On Hold, Approved, Denied).
- Open an application to view household composition, income, and uploaded documents.
- Add internal notes for your selection committee.
Request additional information
Use the Communications action on an application to send a templated email asking for missing documents or clarifications.