Application Pending-Sherpa

Application Pending

homeowner

Set up a client meeting. Interview form
- Once interview is completed, save this WP-Forms entry to PDF (skip blanks, no html, show sections, compact)
If accepted
- Update the property status to accepted. Status Update Form
- Create Homeowner account(s).
- Create Homeowner Circle called {wpFormsEntryID} Homeowner and add the homeowner(s) to it.
Upload with a description {wpFormsEntryID} Application Accepted
- Add to Circle: {wpFormsEntryID} Homeowner
View original WP-Forms entry: link
- Save to a PDF (skip blanks, no html, show sections, compact)
  - Upload with a description {wpFormsEntryID} Application Submitted
  - Add to Circle: {wpFormsEntryID} Homeowner