Management: How to Process an Application

Step By Step Guide

To process an application through Management Processing, please follow the steps below.

Step 1. Navigate to the Applications tab under the Main Menu, click Mgmt. Processing.

Step 2. Select an Application to process from the Overall Status list of Applications.

Step 3. Make an initial decision, approved/denied. Additional fields will be displayed based on your selection.

  • If you selected Approved:
    • Deposit Amount: Here is where you enter the deposit amount
    • Move-In Requirements: Here is where you list any move-in requirements needed
  • If you selected Denied:

    • Decision Reason: Select the reason the application was denied.

If you selected 'Denied':

  • Decision Reason: Select the reason the application was denied.
 Step 4. Click Update to submit your decision.

Image Guide

To process an application through Management Processing, please follow the steps below.

Step 1

Screenshot 2025-03-06 at 12-44-03 PM-png

Step 2

Screenshot 2025-03-06 at 12-49-33 PM-png

 

Step 3

Your options for Approved applications will always be the same.

If you selected 'Approved':

  • Deposit Amount: Here is where you enter the deposit amount
  • Move-In Requirements: Here is where you list any move-in requirements needed
Selecting processing management link in ExactEstate
The denial reasons you can choose from are set up during the on-boarding process.

If you selected 'Denied':

  • Decision Reason: Select the reason the application was denied.
Selecting processing management link in ExactEstate

 

Step 4