A properly maintained waiting list will enable each property to minimize the amount of time a unit remains vacant and ensure that HUD regulations for application and intake are being followed. This will also help to show that you are following fair housing guidelines.
The Waiting List can be used as documentation as your fair treatment of each applicant.
All applications received must be stamped with the date and time of receipt. The Waiting List should be updated every time you have contact with that applicant until the applicant is removed, either due to move-in, denial, or cancelation.
Since the application could be from a guest who has visited the property previously, check Yardi to make sure the applicant isn’t a Duplicate Guest, by using Person Search!
If beginning from the Yardi Dashboard, use Person Search to find the applicant.
If the Application Status step is already open go to the next step.
From the Yardi Voyager Dashboard Menu, click the “Person Search” tab and enter the first few letters of the Guest’s first or last name in the “Name” field and click “Search.”
Once the Application Status Step of the Leasing Workflow is open, click the “Waiting List” button.
Yardi Voyager Section 2a: Guest Procedures
The Guest Card information will show on the Waiting List. After verifying that the correct guest is being added to the Waiting List, verify and update the following information.
Name: Name of the applicant entered into Yardi from the Guest Card.
Address: Address of the applicant entered into Yardi from the Guest Card.
City, State, Zip: City, State and Zip Code entered into Yardi from the Guest Card.
Office Telephone: The Office or business number entered into Yardi from the
Guest Card.
Home Phone: The home phone number entered into Yardi from the Guest Card.
First Choice: Enter the applicant’s first unit type choice to add them to the Waiting
List for that unit type.
Second Choice: Enter the applicant’s second unit type choice. If selected Yardi will
add the applicant to the Waiting List for that unit type.
Third Choice: Enter the applicant’s third unit type choice. If selected Yardi will add
the applicant to the Waiting List for that unit type.
Household Size: Enter the number of persons reflected on the application, who will
be residing in the household.
Comment Field: Enter any comment that is pertinent to that applicant. These
Yardi Voyager Section 2a: Guest Procedures
The Contact Log will reflect information on the date and time the completed and signed application was received.
Contact Date: Enter the date the application was received.
Contact Time: Enter the time the application was received or any new contact with the
applicant.
Type of Contact: Select the type of contact you had with the applicant. For example: “New Application”.
Comment: In the comment field you can add notes for the Contact Log for that
applicant.
Yardi Voyager Section 2a: Guest Procedures
Accessible Unit: If the applicant has requested an accessible unit, select the
accessible unit type.
Income Limit: Select the HUD Income Category that the applicant’s income falls
under. (This information is indicated on the Application For Housing and is completed by the applicant.)
236/RAP Eligibility: If an applicant is eligible for a RAP or a 236 unit, their income
limit level should be indicated in this field. For example – An applicant who is eligible for a 236 unit can be moved in up to the Low Income Limit (80%). If the applicant falls at or below the Low Income Limit, select “below market”. If the applicant is above the low income limit select “market”. This will affect their rank on the
Waiting List.
Displaced: If your community is a BMIR property or a 236 property, an applicant
who has been displaced by government action or a presidentially declared disaster is given preference on the Waiting List. In this instance, click “Displaced”.
Preferences: If a property has Owner Adopted Preferences, they will be listed
under the Preference section of the 50059 tab. If there are no Owner Adopted Preferences for the Waiting List, the Preferences will be blank.
• If your property has an Owner- Adopted Preference it will be outlined in your
Tenant Selection Plan found on the PPG under Property Specific Forms. To mark that this applicant is a preferred applicant on the Waiting List, place a check mark in the “Has Preference” column.
Yardi Voyager Section 2a: Guest Procedures
Click “Add to Contact Log”.
After clicking the Add to Contact Log button, click “Save”. Close the Affordable Waiting List.
Yardi will move back to the Application Status Step of the Leasing Workflow.
The applicant will now appear on the Affordable Waiting List. The Affordable Waiting List is accessible from the Yardi Dashboard.
Yardi Voyager Section 2a: Guest Procedures
Click “Home”.
To check the information entered for your applicant do the following: Click the “number link” next to the Affordable Waiting List.
Yardi will open the Affordable Waiting Lists tab.
Select the Waiting List for the unit type that you would like to view. Select the “number
Yardi Voyager Section 2a: Guest Procedures
The Waiting List for that particular unit type will open.
To determine if the applicant has been added to the Affordable Waiting List correctly, find the applicant’s name.
To view the Comments, Preferences, Special Unit Requirements, Income Limit,
Current Status and the Contact Log, scroll to the right.
To update or move back into the Leasing Workflow for that guest/applicant, click
their name or go to “Person Search” and Yardi will go back to the Application Status step in the Leasing Workflow.
To Print the Affordable Waiting List Report, go to the next page and follow the
Yardi Voyager Section 2a: Guest Procedures