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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.

Manual applications are a great way to ensure that you’re able to accept all forms of applications. In an effort to reduce fraud, you can rely on Aptly’s Screening tools to verify their identity and connect their bank accounts in order to get a well rounded picture of each applicant.


How to Send a Link to the Applicant

  1. Open the application.
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  1. Click on the more menu for the applicant in the applicant table.
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  1. Click on Request Bank/ID Screening. The email to complete the application will be sent to the applicant.
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What Does the Email Invite Look Like?

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The applicant will receive a link to complete screening.

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Applicants will be taken directly to a webpage where they are prompted to connect their bank. There is no need to sign in; the link is unique to the applicant and can only be submitted once.


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