Applications and screening
Setup
Screening: Frequently Asked Questions
Common questions and unique situations relating to screening.
What is Aptly Screening?
A brief overview of Aptly Screening
How to Enter a Manual Application
Use the manual application option for applicants who prefer paper applications.
Getting Started with Screening
A checklist to get you started with screening.
Setting Up Stripe Connect for Aptly Screening
Set up a Stripe account in Aptly to accept payments from Applicants, reconcile screening fees, and use Aptly Pay.
Setting Up Screening Permissions
Control access to different reports, approval buttons, and more.
How to Use Pet Screening with Aptly Screening
How to use Pet Screening in the Aptly Applicant flow
How to Use Canadian Screening
Set up your Aptly Screening to use in Canada.
How to Create a Generic Property
Use a generic application link to accept application for a future property or to add a roommate to an existing lease.
Navigate the Applicants Board
Understand the different parts of the Applicants board.
How to Update Decision Email Templates
Set templates to load automatically in the email composer when you make a decision on an applicant.
Set Up Verification Views in the Popout Card
See specific sets of information, like completed verification forms, all in one place
How to Find Your Screening Portal Link
Use the screening portal link to add to your Tenant Turner, Showmojo, PMW, or Rentvine widget.
Screening reports
How to Screen an Applicant
Learn how to review completed applications and run screening reports for applicants in Aptly.
Navigating and Understanding Completed Screenings
Learn how to read and understand completed screenings
How to Run ID Verification and Bank Connect on a Manual Application
Invite an applicant to complete bank connect and ID verification from their own device.
How to Use Document Fraud Screening
Learn how to setup, manually request, and review Document Fraud results
How to Send Verifications to Employers or Landlords
Set up and send an email requesting verification from an applicant’s employer and/or landlord.
Sending Verifications to Multiple Employers or Landlords
Send unique verification requests to multiple employers or landlords for one or many applicants.
How to Review Instant Identity and Income Verification Reports
Understand the identity and income verification reports.
Understanding Credit Screening Reports
How does credit screening work
Understanding Criminal Screening Reports
This article explains the different criminal screening report categories and what information each category may return.
Decisions and leases
How to Set Up a Lease Package
Set your lease packages to send lease terms to applicants after approval.
How to Send a Lease Offer to Approved Applications
Draft leases after an applicant is approved using Lease Offers and Zero Deposit (if enabled).
How to Move an Applicant to a Different Property
You’ve approved an applicant for a property; what do you do with the rest of the applicants?
Understanding Screening Status
Definitions of all screening statuses for applications.
Using Applicant Quality Scoring
Use a scoring system to automatically assign a score to your applicants.
How to Merge Applicants into the Same Household
Merge applicants to combine applicants into one household.
Using the Application Approval Center
An overview of the new Screening interface and Application Approval Center
Drafting a Lease with Bi-Directional Syncing
Rentvine, Rent Manager, Propertyware, and Buildium users can draft a lease in Aptly.
Syncing your Aptly Lease + Recurring Charges with Rentvine
Add recurring charges when creating a draft lease in Rentvine upon Applicant Approval.
How to Create a PDF of an Application
Manually or automatically create a PDF using a template with Application Merge Fields
How Can I Send Automated Emails to Incomplete Applications
Automatically send applicants reminder emails to complete the process.
Applicant experience
Applicant View: Application Walkthrough
View what the applicant sees as they move through the application process.
Applicant View: Instant Identity and Income Verification
Dive into what the Identity and income verification process looks like in the application process
How to Share Consumer Credit Reports with Applicants
Automatically or manually share applicants’ consumer credit reports.
Fees and exceptions
Using a Waitlist Board
Use a waitlist for upcoming properties.
How to Create a Coupon Code
Use coupons to waive application fees for your applicants.
How to Share an Application
Share an application with a non-Aptly user.
How to Set Application and Holding Fees
Set your application fee and/or holding fee for your collection.
How to Manage Applicant Charge Disputes with Application Terms
Keep your application terms updated to manage disputes and print a copy of signed terms.
How to Process an Application Fee Refund
Process refunds from the Applicant’s household view.
How Do I Re-Open a Closed or Canceled Application?
Reopen a closed or canceled application to allow an applicant to continue the screening process.
How Can I Check an Applicant’s Payment Invoice?
Access an applicant’s payment details.
How to Change an Applicant’s Role on an Application
Update an applicant’s role from resident to guarantor (or vice versa)