Creating, Sending & Managing Applications

How to Create, Send & Manage Applications in LIFE Exams

Your admissions process just got a lot easier. With LIFE Exams, you can quickly create personalized applications, send them to future residents and manage everything from one place. Whether you’re onboarding a single applicant or a couple, this step-by-step guide will help you do it with confidence and speed.

Want this How-To-Guide in a printable PDF format?

Step 1: Open the Applications Tab

  • From the LIFE Exams dashboard, click on the Applications icon located in the top left corner of your screen.

Step 2: Create a New Application

  • Click New Application.

  • Enter the Applicant’s Name and Email Address.

  • Choose the Preferred Housing Tier (the living unit they’re interested in).

  • Click Create.

✅ Tip: If the applicant is part of a couple, you can add both names now or send them separate applications depending on their financial situation.

Step 3: Send the Application Link

  • Click the Copy Link icon next to the applicant’s name.

  • Paste the link into your email system.

  • Send the link directly to the applicant(s).

📩 See our sample email template attached for quick and professional communication.

Step 4: Managing Couples and Unique Situations

LIFE Exams makes it easy to manage joint or separate financial evaluations:

  • Couples with shared finances? Send one application for both.

  • Couples with separate finances or not legally married? Send individual applications for more accurate evaluations.

🛡️ For information on data privacy and applicant consent, refer to the LIFE Exams Privacy Policy & Consent page.

You’re All Set!

With the application sent, the applicant will complete the financial information, and results will populate in your LIFE Exams dashboard in real time. From there, you can track progress, follow up, and move forward with confident, data-backed decisions.

Need Help?

Don’t hesitate to check out our Tutorials, FAQs, or contact our support team for personalized assistance.

LIFE Financial Green

Yes! Just return to the Applications page, click the Copy Link icon again, and resend it via email.

The results automatically sync with your community dashboard and are stored securely for review and follow-up.

While each application is sent individually, the process is fast and streamlined, allowing you to manage multiple applicants in minutes.

Absolutely. All application data is encrypted, stored securely, and compliant with industry-standard privacy protections.

Complete the Application Form on the website and we will follow-up with you within 24 hours.   Once a Service Agreement and Order Form are signed – you are ready to get started!  It really is that simple.

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