By default, Payscore sends verification invites to all contacts attached to a Prospect in Rent Manager.
If you need to exclude a specific applicant (such as a minor, guarantor, or duplicate contact), you can update their inclusion setting before sending the invite.
When you should exclude an applicant
You may want to exclude a contact if:
They are a minor and not required to verify
They are listed as a contact but not part of the application
They were added by mistake
They should not receive a verification invite
How to exclude a specific applicant
Step 1: Open the Contact record
Navigate to the Prospect in Rent Manager and open the contact you want to exclude.
Step 2: Locate the inclusion field
Find the user-defined field labeled:
“CD_Include in Income Verification”
Step 3: Set the field to “No”
Change the value of CD_Include in Income Verification to No and save the contact record.
Once this field is set to No, that contact will not receive a verification invite when you send the request.
Important: Do this before sending the invite
Exclusions should be configured before selecting “Send Invite” in the Payscore tab.
If the invite has already been sent:
The excluded applicant may have already received the invitation
You may need to cancel and resend the verification request if changes are required
How exclusions affect household reports
Only applicants who are included in the verification request will:
Receive the invite
Appear in the combined household report
Be counted toward income and criteria calculations
Excluded contacts will not be part of the verification workflow.
Best practice for multi-applicant households
Before sending a verification request:
Review all contacts on the Prospect
Confirm which applicants should be included
Exclude any non-applicants or unnecessary contacts
This helps ensure accurate household reports and prevents unnecessary applicant confusion.