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Approvals User Guide

This guide outlines the day-to-day life of approvals team members in DashQ.

Nigel Welton avatar
Written by Nigel Welton
Updated over a month ago

Managing Approvals

Action

Steps

Find applications for review (click here)

  1. Go to the Approval Queue.

  2. Filter for applications “in review”.

Review applicant qualifications (click here)

  1. Open each applicant.

  2. Review their application.

  3. Review their verification checks.

  4. Review any additional uploaded documents.

Add applicable addendums (click here)

  1. If applicable, click “add a schedule” to select schedules to include in the lease package (i.e. parking addendum, storage addendum, etc.)

  2. Select the addendum you’d like added.

  3. Click “add”.

Review and validate lease documents (click here)

  1. Review each leasing document.

  2. Make any changes with the “edit document” function.

Make your approval decision (click here)

  1. Approve the application, or

  2. Cancel/decline the application, adding a reason and notes.

Sign the leasing documents (click here)

  1. Once the applicant/s sign, use the “sign” action to sign the lease.

FAQs and Solutions

Issue

Solution

A guarantor must be added to an application. (Click here)

  1. Rollback the application to “in progress”.

  2. Add the guarantor as an applicant.

  3. Await the application to be completed, and made ready for review again.

An applicant says they didn’t receive their application/lease signing link. (Click here)

  1. Ask them to check their spam/junk for emails with the subject line “your application package for (building name)” or “your application at (building name) was approved!”

  2. Verify their email is correct in their applicant profile (click here).

  3. Resend the application link (click here).

  4. If unresolved, reach out for help (click here).

An applicant’s ID verification failed

  1. Send the customer an upload link to upload a copy of their ID (click here).

  2. Remove the requirement for the verification (click here).

An applicant failed/encountered an error in their income/asset check.

  1. Send the customer an upload link to upload a copy of their financial qualification documents (click here).

  2. Remove the requirement for the verification (click here).

An applicant’s credit check failed.

  1. Check their application - this is commonly due to the applicant being under 18 or having an address outside of Canada.

  2. If they are over 18 and have a Canadian address, rerun the check (click here).

An applicant’s background check failed.

  1. Check their application - this is commonly due to the applicant being under 18 or having an address outside of Canada.

  2. If they are over 18 and have a Canadian address, rerun the check (click here).

An applicant cannot pay their deposit online (i.e.

  • Low credit limit

  • No Visa/MasterCard issued credit/debit card

  • Payment error)

  1. Proceed by collecting the deposit per your internal policies and procedures.

  2. Process their application manually in DashQ (click here).

  3. Upload the deposit receipt to DashQ.

An applicant registered as one type (i.e. tenant, occupant, or guarantor) but wishes to be another (i.e. tenant, occupant, or guarantor)

  1. Use this workflow (click here).

Additional Resources

Resource

Details

Processing a manual application

A video showing the end-to-end process of completing a manual application in DashQ.

Editing applicant information

A video showing how to edit an applicant’s information.

Transferring an application

A workflow showing how to transfer an application from one unit to another without losing completed checks.

Changing applicant types

A workflow showing how to change applicants from one type (i.e. tenant, occupant, guarantor) to another without losing completed checks.

Manually running a credit check or background check

Articles highlighting how to add a credit check or background check to an applicant.

Resending an application link

A video showing how to resend an applicant’s application link.

Related Articles
How do I run a background check manually?
Leasing Agent User Guide
Leasing Concierge User Guide
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