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Documentation Index

Fetch the complete documentation index at: https://docs.rentsmart.com/llms.txt

Use this file to discover all available pages before exploring further.

Approving a household exits the RentSmart screening pipeline. From here, you either hand off to your PMS automatically or you take over lease coordination directly.

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What every approved household triggers

The moment you click Approve & Notify:
  • The household status flips to Approved
  • Every household member receives an automated approval email letting them know they’ve been approved and to expect to hear from you
  • The household stays on your Applicants page under the Approved filter
  • The page header gains a Download Application PDF button (the full household + every Profile, archived for your records)

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If you have ManageCasa connected

If ManageCasa is active on your organization, RentSmart automatically:
  • Creates a lease in ManageCasa for the approved household + property
  • Maps the primary household member as the lease holder
  • Passes all available household data forward
You handle lease paperwork, deposits, and move-in coordination in ManageCasa from that point. RentSmart’s role is done.

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Without ManageCasa (manual handoff)

If you don’t have a PMS integration connected, the handoff is manual:
  1. You receive a notification that the household was approved
  2. The household receives the approval email telling them to expect contact from you
  3. You contact them directly (email, phone, whatever your normal process is) to coordinate lease paperwork
  4. Lease signing, deposits, and move-in happen outside RentSmart
The Download Application PDF button gives you the full household package in one file — useful for sending to your owner or for your own records.

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Don’t forget to deactivate the property

If you didn’t check the Deactivate property now box on the approval modal, the property is still active and accepting prospective tenants. To stop new traffic:
  • Open the property → Deactivate Property in the header
  • This removes the listing from syndication, cancels pending showings, and notifies any other pending households that the home is no longer available
See Deactivate a property.

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Best practices

  • Approve and deactivate together — use the checkbox in the Approve modal to do both at once
  • Send a quick personal note to the approved household within a day — the auto-email tells them to expect contact, so following up promptly sets a good tone
  • Download the PDF — keep an archived copy of the full household record

ManageCasa integration

Automatic lease creation in your PMS.

Deactivate a property

Stop new traffic once you’ve picked your household.