Screening
Screening
Screening: Frequently Asked Questions
Common questions and unique situations relating to screening.
What is Aptly Screening?
A brief overview of Aptly Screening
Getting Started with Screening
A checklist to get you started with screening.
Setting Up Your Stripe Connect Account
Set up a Stripe account in Aptly to accept payments from Applicants, reconcile screening fees, and use Aptly Pay.
Using a Waitlist Board
Use a waitlist for upcoming properties.
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.
How to Use Pet Screening with Aptly Screening
How to use Pet Screening in the Aptly Applicant flow
How to Set Up Aptly Syndication for Screening
Set up your syndication buttons for your Listings.
How to Set Up a Lease Package
Set your lease packages to send lease terms to applicants after approval.
How to Use Canadian Screening
Set up your Aptly Screening to use in Canada.
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 Find Your Screening Portal Link
Use the screening portal link to add to your Tenant Turner, Showmojo, PMW, or Rentvine widget.
How to Create a Coupon Code
Use coupons for your applicants
How to Enter a Manual Application
Use the manual application option for applicants who prefer paper applications.
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 Screen an Applicant
Learn how to run screenings on completed applications.
How to Merge Applicants
Merge applicants to combine applicants into one household.
How to Use Document Fraud Screening
Learn how to setup, manually request, and review Document Fraud results
Using the Application Approval Center
An overview of the new Screening interface and Application Approval Center
Navigating and Understanding Completed Screenings
Learn how to read and understand completed screenings
How to Review Instant Identity and Income Verification Reports
Understand the identity and income verification reports.
How to Send Verifications to Employers or Landlords
Set up and send an email requesting verification from an applicant’s employer and/or landlord.
How to Share an Application
Share an application with a non-Aptly user.
How to Send a Lease Offer to Approved Applications
Draft leases after an applicant is approved using Lease Offers and Zero Deposit (if enabled).
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 Set Application and Holding Fees
Set your application fee and/or holding fee for your collection.
How to Share Consumer Credit Reports with Applicants
Automatically or manually share applicants’ consumer credit reports.
How to Create a PDF of an Application
Manually or automatically create a PDF using a template with Application Merge Fields
How to Manage Applicant Charge Disputes
Keep your application terms updated to manage disputes.
How to Process an Application Fee Refund
Process refunds from the Applicant’s household view.