Common questions and unique situations relating to screening.
A brief overview of Aptly Screening
A checklist to get you started with screening.
Set up a Stripe account in Aptly to accept payments from Applicants, reconcile screening fees, and use Aptly Pay.
Control access to different reports, approval buttons, and more.
Use a waitlist for upcoming properties.
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 in the Aptly Applicant flow
Set your lease packages to send lease terms to applicants after approval.
Set up your Aptly Screening to use in Canada.
View what the applicant sees as they move through the application process.
Dive into what the Identity and income verification process looks like in the application process
Set templates to load automatically in the email composer when you make a decision on an applicant.
Use the screening portal link to add to your Tenant Turner, Showmojo, PMW, or Rentvine widget.
Use coupons to waive application fees for your applicants.
Use the manual application option for applicants who prefer paper applications.
You’ve approved an applicant for a property; what do you do with the rest of the applicants?
Definitions of all screening statuses for applications.
Use a scoring system to automatically assign a score to your applicants.
Learn how to run screenings on completed applications.
Merge applicants to combine applicants into one household.
Learn how to setup, manually request, and review Document Fraud results
An overview of the new Screening interface and Application Approval Center
Learn how to read and understand completed screenings
Understand the identity and income verification reports.
Set up and send an email requesting verification from an applicant’s employer and/or landlord.
Share an application with a non-Aptly user.
Draft leases after an applicant is approved using Lease Offers and Zero Deposit (if enabled).
Rentvine, Rent Manager, Propertyware, and Buildium users can draft a lease in Aptly.
Add recurring charges when creating a draft lease in Rentvine upon Applicant Approval.
Set your application fee and/or holding fee for your collection.
Automatically or manually share applicants’ consumer credit reports.
Manually or automatically create a PDF using a template with Application Merge Fields
Keep your application terms updated to manage disputes and print a copy of signed terms.
Process refunds from the Applicant’s household view.
Reopen a closed or canceled application to allow an applicant to continue the screening process.
Invite an applicant to complete bank connect and ID verification from their own device.
Access an applicant’s payment details.
See specific sets of information, like completed verification forms, all in one place
Automatically send applicants reminder emails to complete the process.