Once an applicant provides their housing and employment history, you can send email verifications to the contacts provided.
You can only send a verification to one landlord contact and one employer contact. If you send more than one to a landlord or employer, the field details will be overwritten.
How to Set Up the Landlord Verification Template
When the Applicants board is installed, it comes with a few templates that are ready to use after review and minor updates to linked blocks. We always recommend having your legal team review any templates before using them.
Copy the Form Link to the Template
- Open forms on the Applicants Board.
- Select the Rental Verification form to access form links.
- Click on the Share Tab within the Edit Form window to access sharing options for your form.
- Locate the update card URL to copy the link.
- Close the form and open communication templates on the board.
- Edit the Rental History Verification template.
- Click the button in the template and paste the link in the URL field on the right.
- Save the template. Then, save the template details.
Your email is ready to send!
You can find more information on using forms to update cards in this article: How to Create a Form.
How to Send a Verification Email to a Landlord
Send the verification email separately for each applicant. A separate form and link is required if sending multiple verifications to different members in the same household. Contact your account manager for assistance in setting up the ability to send multiple verifications to different applicants within a household.
- Expand the applicant card to access the applicant table of the household.
- Click on the applicant’s name to access the applicant’s details.
- Click on the landlord’s email under past address to intiate an email.
- The Tenant Information Release form is automatically added as an attachment to the email. Select the Rental History Verification template to add to the email.
How to Set Up the Employment Verification Email
How to Send an Employment Verification Email
Similarly to sending an email to the past landlord, you’ll follow the same steps to send the employment verification email.