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How to Send a Verification Request

Explains how customers can create an applicant group and send verification requests from the Payscore Admin Portal.

Written by Stephen Arifin
Updated over a week ago

You can send a verification request directly from the Payscore Admin Portal by creating an applicant group and adding applicants.

This allows you to invite one or multiple applicants to complete verification as part of the same request.


Step 1: Log in to the Admin Portal

Go to the Admin Portal:


Step 2: Go to the Applicants page

From the dashboard, navigate to the Applicants page.

Then click “Create New Verifications”


Step 3: Enter the required information

Fill in the required fields for the verification request, such as:

  • Property details (if applicable)

  • Monthly rent

  • Applicant contact information (email and/or phone)

  • Choose Income Criteria (Applicant or Guarantor if applicable)

This information is used to generate the verification request and notify applicants.


Step 4: Add additional applicants (optional)

If there are multiple applicants in the household:

  1. Click “Click here to add another applicant”

  2. Enter the additional applicant’s contact details

  3. Repeat for each applicant in the group

All added applicants will be included in the same applicant group and verification workflow.


Step 5: Select the verification type

For each applicant, choose the type of verification you want to send:

  • Income for income verification

  • Identity for identity verification

  • Asset for asset verification (for affordable housing)

You can select the appropriate verification type based on your screening requirements and configuration.


Step 6: Send the verification request

After reviewing the information:

  • Submit the form to send the verification request

  • Applicants will automatically receive an email invitation

  • A text message invite will also be sent if a phone number is provided

Once sent, the request will appear in your Applicants list where you can track progress and view reports.


What happens after you send the request

  • Applicants receive secure verification links

  • Automatic reminders may be sent (based on configuration)

  • Status updates appear in the Admin Portal

  • A report is generated once verification is completed

For multi-applicant groups, the final report will reflect the combined household verification results.

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