Help Center • Leasing & Screening
Manage your leads in the Kanban board
Track applicants and prospects through the leasing pipeline using a Kanban board with columns for Inquiries, Touring, Screening, and Lease Sent.
Open the leads Kanban board
Action: From the main sidebar, click Leads. The page shows a horizontal scrolling Kanban board with four columns: Inquiries, Touring, Applied (Screening), and Lease Sent. Each column displays lead cards ranked by AI trust score.
Terminal leads (declined, withdrawn, expired) do not appear on the board; the board shows only active applicants you can still move through the pipeline.
Drag leads between columns to advance the pipeline
Action: Click and drag any lead card to move it from one column to the next (e.g., from Inquiries to Touring when you schedule a tour). Drop it in the target column. The lead's status updates in the database and syncs across devices.
Each card shows an AI trust score (80+: green, 60-79: yellow, below 60: red) and a suggested next step like Schedule tour or Send screening. These suggestions update as the lead progresses.
Review lead details and run background checks
Action: Click any lead card to open its profile. From there, you can view contact info, submitted documents, AI analysis, and run a background check via Checkr. Use the action buttons (e.g., Start background check, Review report) to move through the screening process.
The board column headers show live counts. Use the search bar at the top to filter leads by name or email if you have many prospects. Click Invite applicant to create a new prospect from scratch.
