Group applications for the same unit

Application grouping allows you to organize multiple applicants for the same unit into one easy to manage group, simplifying the application and approval process by eliminating the need to manually sort and identify which applicants are applying together. 

 

Note: application grouping is now available in the Growth and Premium plans. Click here to learn more about the new plans and make the switch. Or Email our specialists at upgrade@buildium.com.

 

Application grouping allows you to 

  1. save time and manual effort of matching applicants together under the correct unit
  2. create, edit and delete applicat groups 
  3. view all applicants with in a group in one place 
  4. mark applicants as part of an existing group
  5. set and view a group’s status
  6. easily track status and the % of completion for the entire group 
  7. leave a note on a group
  8. assign a group to a property

 

"By group" view added to the applicants page:

With this update we have added a new view to the applicants page called that allows you to toggle between viewing all applicants by the groups they belong to or by individual. 

You can easily identify if an individual applicant is a member of a group if they have this icon next to their name:

mceclip4.png

 

mceclip2.png

 

How to create a group of applicants 

From the applicants grid, you can create a group by clicking the "create group" button at the top of the page. 

  • Select the property and unit that this group will be assigned to
  • Under "Applicants" click the Add button
  • You can add new applicants or select existing
  • add or select all applicants that you want to be added to the group and click save
  • You can also choose to email the application link to any newly added applicants

Note: an email address is required in order to send the link to new applicants. 

mceclip4.png

Creating an applicant group when adding a new applicant

From the applicants page Click add applicant 

  • Enter in the contact information for the new applicant
  • then click the add co applicant button
  • from here you can add new applicant information or search and select existing applicants 
  • You can also choose to email the application link to any newly added applicants
  • Note: an email address is required in order to send the link to new applicants. 
  • Click save 

mceclip3.png

 

How to group applicants from the applicants grid

You can quickly and easily group applicants right from the applicants page grid. 

  • use the filters at the top of the grid to find the property that the applicants have applied for
  • select the individual applicants that you would like to group together
  • use the "Group applicants" button on the blue bulk actions bar.
  • you then have the opportunity to add additional applicants and notify new applicants 

mceclip1.png

How to add an applicant to an existing group 

To add an applicant to an existing group, find the group on the applicants page under the group view. 

  • next to "applicants" click add
  • enter the information for any new applicants or search and select existing applicants 
  • click save and all additional applicants will be added to the group

mceclip0.png

 

 

 

 

 

Still have questions?

Create a support ticket anytime, and we'll get back to you as soon as possible.

Submit a support ticket