You can send income or identity verification requests directly from the Prospect record using the Payscore custom tab.
Step 1: Open the Prospect record
Navigate to the Prospect in Rent Manager that you want to send a verification request for.
Then click the:
Automated Income Verification tab (for income)
Identity Verification tab (for identity, if enabled)
Step 2: Complete the verification form
Inside the tab, a form will appear to send the request.
To send the invite:
Enter the Unit Monthly Rent (required)
Set Submit Action to “Send Invite”
Click Save
Once saved, invitations will automatically be sent to all contacts on the Prospect.
How applicants receive the invite
Email invite (required)
Text message invite (if a mobile number is present)
All contacts must have a valid email address to receive a verification request.
Step 3: Refresh to confirm the request
After sending the invite:
Click Refresh in the tab
Confirm the Status field updates to Not Started
Sending Identity Verification requests
The process is the same for Identity Verification:
Open the Identity Verification tab
Set Submit Action to Send Invite
Click Save
Invitations and reminders will be sent automatically.