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Screening

Screening

What is Aptly Screening?

A brief overview of Aptly Screening

Getting Started with Screening

A checklist to get you started with screening.

Screening: Frequently Asked Questions

Common questions and unique situations relating to 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.

How to Set Up Aptly Syndication for Screening

Set up your syndication buttons for your Listings.

How to Create a Coupon Code

Use coupons for your applicants

Application Walkthrough: Applicant View

View what the applicant sees as they move through the application process.

Verification Fast with Verifast!

Dive into what the new Verifast Interface looks like in the application process

Entering Manual Applications

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

Dive into the different Application Statuses with Aptly Screening

How to Screen an Applicant

Learn how to run screening on completed applications.

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.

Navigating and Understanding Completed Screenings

Learn how to read and understand completed screenings

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.

Using Applicant Quality Scoring

Use a scoring system to automatically assign a score to your applicants.

Using a Waitlist Board

Use a waitlist for upcoming properties.

How to Merge Applicants

Merge applicants to combine applicants into one household.

How to Share an Application

Share an application with a non-Aptly user.

How to Use Document Fraud Screening

Learn how to setup, manually request, and review Document Fraud results

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 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 Share Consumer Credit Reports with Applicants

Automatically or manually share applicants’ consumer credit reports.

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.

How to Set Application and Holding Fees

Set your application fee and/or holding fee for your collection.

How to Create a PDF of an Application

Manually or automatically create a PDF using a template with Application Merge Fields