RP - Generate The Waitlist Report
To generate the Waitlist Report 1. Go to the Navigation Menu > Reports, SDE, and Tasks > All Reports 2. Locate the Waitlist report and click Generate 3. Enter the following parameters: * Format: Select the file format for your report * Filter By Date Needed: Choose to generate all applicants on the…
RP - Change Waitlist Position (Affordable Only)
About Waitlist Positions Waitlist positions with the Affordable Waitlist are usually impacted by things like: * Application date/time * Preferences for unit selection * Special statuses Per HUD regulation, an applicant cannot be arbitrarily moved up and down the waitlist. However, their application status can b…
RP - Add New Prospect To Waitlist
1. Go to the Navigation Menu > Prospects , click New 2. Fill in the required fields 3. Click Save/Add contact 4. The prospect information will show up, under Actions click Waitlist 5. Fill all information that is required and then click Next until to land on the Summary Page 6. At the Summary page d…
RP - Waitlist an Applicant
To add an applicant to a waitlist 1. Go to the Navigation Menu > Applicants 2. Enter the name of the applicant and click Find 3. From Applicant at a glance page/ guest card, click the Waitlist applicant button under Actions 4. Click Waitlist when prompted The Applicant is now moved to Waitlist.
