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Roommate groups
Applicants using the same code are shown together.
Applicants not yet in a group
Applications that have not joined a roommate group.
| Applicant | Property | Co-signer | Stage | Documents |
|---|
Group Codes
Manage group-code availability and review the applicants attached to each rental group.
Create Group Code
Reports
RentalFlow reporting center.
Rental Groups
Deal, address, group status, applicant readiness, and lease progress reports.
Payments
Accounting payment reports matched by Deal #.
Applicant Contact Report
Applicant names, email addresses, and phone numbers grouped by Deal # and rental address.
Co-Signer Contact Report
Co-signer names, email addresses, and phone numbers grouped by Deal # and rental address.
Payments to Landlords
Every landlord check stays on its own line, labeled by what the payment was for.
| Deal # | Address | Payment Type | Check Date | Check # | Payee / Landlord | Amount |
|---|
Payments to Cornerstone
Accounting payments received by Deal / Account Number. Exact Deal # matches also flow into the existing RentalFlow Payments tab.
| Deal # | Address | Date | Payment Method | Reference / Payer | Amount | RentalFlow |
|---|
Company Integrations
Connect this organization’s own DocuSign and Gmail accounts. Connections are isolated by company.
DocuSign
Gmail / Email
DocuSign Templates
No templates loaded yet.
Landlords
Save landlord and ownership information once, then assign it to rental properties.
Lead Management
Draft-only multi-step engagement testing. Build a short conversation, qualify the renter, and hand engaged leads to an agent. Nothing is emailed automatically yet.
Payments
Track required move-in funds, imported payments, and landlord disbursement readiness.
Choose a roommate group from the left to view payment details.
Request Check
Review what RentalFlow will send to the Jotform.
Payout Priority
Collection still follows due dates. This only changes the order you want landlord payouts handled.
Review Payment Report Import
| Import | Deal / Account # | RentalFlow Match | Date | Description / Payer | Method | Amount | Status |
|---|
Email Templates
Create and edit reusable emails for RentalFlow status changes.