NetSuite - Completing and Submitting Applications in NetSuite

Completing and Submitting Applications in NetSuite

Applications may be started online by applicants via the Customer Portal, can be started by the community from a lead, or can be created from the application screen. Note that applications have variations depending on the type of application.  For example, a sales application will require information needed to complete a purchase agreement and approve the resident for purchasing the home.  

To begin an application: 

1. Click New Application. 
2. Complete the required fields in the Application Details section. 
   • Note:  Many fields will auto-populate. 
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3. Complete the Primary Applicant Details section. 
   • This section may already be pre-populated to include information entered when the applicant was a lead. 
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   • If the applicant needs to be added, click the magnifying glass icon in the Primary Applicant field to search for the customer, or to add them as a new customer. 
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4. Ensure the Home Details are complete. 
   • • This section will auto-populate with home information based on the site # that was selected. 
5. In the Lease Information section, enter the applicant’s Expected Move-In Date.  
6. The lease start/end date will auto-populate when the move-in date is added.
7. Click Save.
   • • An application number will automatically be generated and will appear at the top left of the screen.  
     • This application now has an “Application In Progress” status.  You can return to this application from the List view anytime to edit and enter required information for submitting the application.