Document checklists

Every client gets a checklist for their document set: Rental Application, Lease Renewal, or Roommate / Co-Applicant. It covers ID, income, credit and references, and the documents that follow an accepted offer.

Province items

The accepted offer items (deposit, inspection, lease) depend on the province you set in Settings, Profile. Ontario, British Columbia and Alberta each have their own set; other provinces use the general one. The first of them, Deposit Instructions, is the same everywhere and is the agent’s to upload: the renter is emailed and texted the moment it is in.

Changing the templates

Under Checklists in the top menu, edit the template for each document set: rename, add or remove items, pick from the document library, or let the AI suggest items. New clients start with the template; an item you add appears on existing clients too, and an item you remove stays on existing clients so no upload is lost.

On one client

From a client’s Documents tab you can add a custom item, hide an item from the client, mark one as not needed, upload a document on their behalf, or move a file to another item. An item with a document on it cannot be deleted until the document is removed.

Co-applicants

Each co-applicant has their own checklist under their own name, so nothing is mixed up. Read Co-applicants and their links.