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AFTC 100 - LIHTC Prospect Guest Card Workflow in 7S
Course Description
This course walks you through creating a Prospect Guest Card to document prospects who are actively seeking rental housing. This is the first step in the leasing steps workflow. You must complete the workflow to qualify a household for Low Income Housing Tax Credit (LIHTC) housing before that household can move into a tax credit unit.
Course Objectives

After completing this course you will be able to:

  • Add a guest card for a prospective resident.
  • Enter leasing preferences.
  • Add household members as occupants.
  • Use the Quick Guest function.
  • Find specific prospects and residents.
  • Select a prospect from the prospect pipeline.
  • Document a contact event for a prospect.
  • Deny an applicant.
Chapters and Pages
 
- Welcome!
- Adding a Prospect Guest Card
- 1. Selecting a Property
- 2. Navigating to the Prospect Guest Card Screen
- 3. Filling out the Prospect Guest Card Screen
- 4. Moving onto the Preferences Step
- 5. Filling out the Preferences Screen
- 6. Navigating to the Occupants Tab
- Adding Additional Household Members
- 7. Adding a New Occupant Record
- 8. Completing the Add Occupant Screen
- 9. Saving the Occupant Screen
- 10. Navigating to the Select Unit Tab
- 11. Selecting a Unit Step
- Using the Quick Guest Function
- 1. Navigating to the Quick Guest Screen
- 2. Completing the Quick Guest Screen
- 3. Saving the Quick Guest Screen
- Explore Additional Functions
- Summary
- Final Examination

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