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Yardi Integration Overview

Overview of how the Payscore Yardi integration works, including automatic invites and report placement

Written by Stephen Arifin
Updated over 2 months ago

Payscore’s Yardi integration allows income and identity verification to run automatically when an application is submitted—without manual action from leasing teams.

This article explains how the integration works, what gets sent automatically, and where reports appear in Yardi.


What the Yardi integration does

When an applicant submits an application in Yardi:

  • Payscore automatically sends verification invitations

  • Applicants receive email and text notifications

  • Reminders are sent automatically

  • Completed reports are uploaded directly into Yardi

Leasing teams do not need to manually send invites or upload reports.


How invitations are triggered

Once an application is submitted in Yardi:

  • An invite is automatically sent by email and text

  • The system checks for required fields before sending

Required for an invite to send

  • Email address

  • Rental amount

If either is missing:

  • The invite will not be sent

  • Once the missing information is added in Yardi, the invite will be sent automatically

⏱️ Payscore syncs with Yardi every 5 minutes, so there may be a short delay between application submission and the invite being sent.


Income and identity verification

Income verification

  • Sent automatically when the application is submitted

  • Once completed, the income report is uploaded into Yardi

Identity verification (if enabled)

  • Sent at the same time as income verification

  • The identity verification report is uploaded automatically when completed

No additional action is required by the leasing team.


Where reports appear in Yardi

Income report location

Income reports are stored under the Guest Card attachments.


Identity verification report location

Identity verification reports are stored under the individual occupant’s attachments.


RentCafe

In RentCafe, Payscore documents appear in the Prospect Profile under Documents.


Guarantors

If an application includes guarantors:

  • A separate verification invite is sent to each guarantor

  • Guarantor income criteria (if configured) is applied

  • Guarantors also receive identity verification invites when enabled


What leasing teams should expect

  • Invitations are sent automatically

  • Reports appear automatically in Yardi

  • No manual uploads or follow-ups are required

  • If an invite was not sent but was expected to, make sure that every applicant has an email address and the household has a rental amount

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