Support Center

QRG - Combining Applicants in CRM IQ

This QRG covers how to combine applications when applicants apply separately instead of together.

1. Go to the primary applicant's profile and then navigate to the roommates tab.

2. From the roommates tab, select Add Roommate.


3. Fill in the applicant's name and select the correct applicant type. After a moment, the applicant's name will appear under the "Search Existing Prospects at Property". Select Add as Roommate under the Actions column to proceed.


4. Using the New Roommate pop up, fill in the Agent name and then select Save to add the applicant to the application. Once the application has saved, the new applicant will be listed under the Roommates section and added onto the application.