Once an applicant provides their housing and employment history, you can send email verifications to the contacts provided.
You can only send a verification to one landlord contact and one employer contact. If you send more than one to a landlord or employer, the field details will be overwritten.
How to Set Up the Landlord Verification Template
When the Applicants board is installed, it comes with a few templates that are ready to use after review and minor updates to linked blocks. We always recommend having your legal team review any templates before using them.
Update the Rental Verification Form Link in the Rental Verification Template
- Navigate to the Applicants board and open Forms.
- Select the Rental Verification form.
- In the Edit Form window, click the Share tab.
- Copy the Update Card URL.
- Close the form and navigate to Communication Templates on the board.
- Open the Rental History Verification template for editing.
- Select the button within the template and paste the copied URL into the URL field on the right-hand side.
- Click Save, then save the template details.
Your Rental History Verification email is now ready to send.
You can find more information on using forms to update cards in this article: How to Create a Form.
Send a Rental History Verification Email
Send the verification email separately for each applicant. A separate form and link is required if sending multiple verifications to different members in the same household. Contact your account manager for assistance in setting up the ability to send multiple verifications to different applicants within a household.
- Expand the applicant card to access the household’s applicant table.
- Click the applicant’s name to open their details.
- Under Past Address, click the landlord’s email address to create a new email.
- The Tenant Information Release form is automatically attached to the email.
- Select the Rental History Verification communication template to populate the email content.
- Review the email and click Send.
The rental history verification request is sent directly to the landlord with the required authorization form attached.
How to Set Up the Employment Verification Email
- Navigate to the Applicants board and open Forms.
- Select the Employee Verification form.
- In the Edit Form window, click the Share tab.
- Copy the Update Card URL.
- Close the form and navigate to Communication Templates on the board.
- Open the Employment History Verification template for editing.
- Select the button within the template and paste the copied URL into the URL field on the right-hand side.
- Click Save, then save the template details.
Your Employment History Verification email is now ready to send.
How to Send an Employment Verification Email
Similar to sending an email to the past landlord, you’ll follow the same steps to send the employment verification email.
- Expand the applicant card to access the household’s applicant table.
- Click the applicant’s name to open their details.
- Under Work History, click the Supervisor’s email address to create a new email.
- The Employee Information Release form is automatically attached to the email.
- Select the Employment History Verification communication template to populate the email content.
- Review the email and click Send.
The employment history verification request is sent directly to the landlord with the required authorization form attached.
Where to Find Signed Consent Documents
If an applicant has provided consent to contact their employer or landlord, you can find consent forms in 2 places:
- In the applicant details under household and/or employer.
- Click the 3 dots for the widget > Download Consent to Contact
- In the attachments section of the email composer, after clicking on the contact’s email address.
If the applicant is self-employed, they will not have a signed consent form, even if they provide contact information.
Sending Verifications to Multiple Employers or Landlords
When you have to send several different verifications to multiple employers, you’ll need to send a unique email and form link to each contact. You can find more information on how to set up and send emails in this article: Sending Verifications to Multiple Employers or Landlords