Canceling a deal is probably one of the last things an agent wants to do however, sometimes this is an action that must take place. One of the great integrations VERO has is with Yardi. Where it would be very easy for an agent to cancel a deal in Yardi, there are steps to be taken inside the VERO platform in order to experience the smoothest workflow possible.
When reviewing a deal on the manager portal, you are provided with a number of clickable options. Once you have reviewed all the details of the applicant's information and you want to cancel the deal, follow these steps:
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Click More Options
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Click Cancel Application
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Select the proper responses within the Cancel Application pop-up as well as attach any documentation you would like to provide the applicant.
Click Confirm and Send
It is very important to follow these steps within VERO in order to avoid sync issues between Yardi and VERO.