How do I use the applicant checklist?

The easiest way to keep track of an applicant is by using the applicant checklist. The checklist is a great way to ensure you’re following the same procedure with all applicants. You can create a default checklist that will appear on the summary page of every applicant who comes through the system, but you can also add individual checklist items for specific applicants too.

Once your checklist is formatted in the way you want, it’s really simple to use. When a task on the checklist is completed, navigate to the applicant summary page and indicate that an item is complete by checking the box. Buildium captures the time and date of the last time the item was checked.

In this article, you'll learn how to:

1. Create a default applicant checklist
2. Update individual items on a specific applicant's checklist
3. Delete a checklist item
4. Reorder the checklist

1. Create a default applicant checklist

To create a default applicant checklist:

1. Navigate to Leasing > Applicants.
   
2. Then, select any applicant in your list.
   
3. From the applicant summary page, click Manage default list.
   
4. In the form that pops up, you can add, edit or delete any checklist items.
   
5. When you’re satisfied with your default list, click Save, and your changes will apply to all future applicants.

2. Update individual items on a specific applicant's checklist

To update individual items on a specific applicant’s checklist:

1. Navigate to Leasing > Applicants and select the applicant in question.
   
2. From the applicant summary page, click on any checklist item to edit or delete it, or click Add to checklist to add any new items to the list.

3. Delete a checklist item

To delete a checklist item:

1. Navigate to Leasing > Applicants and select the applicant in question.
2. Hover over the item you want to remove, and click the x to the right of the item.

There is no warning when removing a checklist item. If you delete a checklist item in error, you'll need to recreate it.

4. Reorder the checklist

 To reorder items on a checklist:

1. Navigate to Leasing > Applicants and select the applicant in question.
2. Click and drag the checklist item to the desired location.
3. Release the item to put it in place.