You can perform tenant screening from the prospect detail page. We have partnered with SingleKey to provide you with the fastest tenant screening report. There is no special setup process. When you click the send screening request button (On the right-top > Actions > Send Screening Request), you will be redirected to the SingleKey site. There you can choose how you want to submit the application.
Please make sure that you have consent from the prospect to perform a credit check.
You have two options:
1) Send an email to the tenant to fill out the application (option to pay by yourself or pay by tenant)
2) Fill out the form by yourself (you pay)
The application process is straightforward. Most of the fields would be auto-populated from the prospect detail page.
Here is the flow after clicking ‘Send Screening Request’:
1) Send an email to the tenant to fill out the application:
– You fill out some basic information about the tenant, including the tenant email.
– Select who will pay for the screening. If you are paying, provide credit card info. If the tenant is paying, the tenant will be asked to pay when they receive an email.
– Send the request to the tenant
– The tenant receives an email, fills out the application form and submit
– You will receive an automated email that an application has been submitted
– You will receive another email when the request is completed by Single Key
2) Fill out the form by yourself
– Tenant is not involved in the whole process
– You fill out the application form.
– Pay for the screening
– Submit the application
– You will receive an automated email that an application has been submitted
– You will receive another email when the request is completed by Single Key
Once the report is ready, a link to download the report will be available in the status column of the prospect list. The status of the prospect will be ‘Screening Completed‘ and the report link will be available underneath the prospect status.