Aptly has recently introduced an updated Screening interface, as well as a new Application Approval Center. These tools offer enhanced functionality and a more streamlined experience for managing applications and approvals. In this article, we will provide an overview of these new features.
In this article, you will learn how to:
- Navigate the Screening window for a household and applicant
- Screen an applicant
- View the screening reports
- Approve or Deny an applicant
How to Navigate the Screening Window
In this video, we walk you through the new screening interface and Approval Center.
How to Screen an Applicant
From the Household view, you can initiate screening for each applicant in the Applicants table.
- Click on the hexagon icon. A popup window will appear.
- Toggle on/off the Screening Options.
- Click Request Screen.
How to View Screening Reports
Once a screening report is completed, it will show on the table with green checkmarks. You can click on the checkmark to view the results.
Report Results
ID Verification
Credit
A+: above 800
A: 750 to 800
B+: 700 to 750
B: 650 to 700
C+: 600 to 650
C: 550 to 600
D: 450 to 550
F: below 450
Criminal
Eviction
PetScreening
Income (Mo.)
Approval Center
The approval center shows individual screening rules that are incomplete or are important to view.
You can view the rule, add notes, and pass/fail the rule. If it is an item that has documents to review, you can review it in the Screening Rule details.
In this same space, you can Approve, Approve with Conditions, Decline, or Close a household’s application. Each button has a dedicated popup that allows you to select different options to share with the applicant. An email will be sent to the applicant when approved, however, you can choose whether to send it when you Approve with Conditions and Decline.
Approve
Approve with Conditions
Decline
