Background and credit check integration and notifications

Purpose

1.1. Automate and streamline the initiation, monitoring, and completion of background and credit checks during tenant onboarding in mobile home parks.
1.2. Ensure compliance by automating record-keeping, consent tracking, and timely notification to stakeholders.
1.3. Facilitate automated communication with applicants for updates, results, and additional requirements, automating manual follow-up and status checks.
1.4. Integrate and automate data collection from multiple tenant lead sources, pushing information to selected background and credit check services.

Trigger Conditions

2.1. New rental application submitted via web form, CRM, or leasing platform.
2.2. Application status changed to "Ready for Screening" in property management system.
2.3. Consent e-signature received from applicant.
2.4. Scheduled batch processing of pending background or credit checks.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate SMS alerts to applicants and property managers on screening progress; sample: configure SMS API to trigger on webhook from background check status update.
3.2. SendGrid
- Feature/Setting: Automate transactional email notifications on credit check status; sample: use API trigger on status update, configure templated notification.
3.3. Yardi Voyager
- Feature/Setting: Automate background check requests through Yardi API when new applicant is added; setup via custom function module.
3.4. AppFolio
- Feature/Setting: Automate onboarding flow with AppFolio API, triggering background check via applicant submission event.
3.5. Rent Manager
- Feature/Setting: Automates initiation and tracked completion of screenings using Rent Manager API “Applicant Screening” endpoint.
3.6. Buildium
- Feature/Setting: Automate sending applicant data from Buildium to integrated screening partners using webhook triggers.
3.7. Experian Connect
- Feature/Setting: Automate pull of credit report using Experian API based on applicant consent.
3.8. TransUnion SmartMove
- Feature/Setting: Automate background/credit check request and retrieval using SmartMove API endpoint.
3.9. Equifax
- Feature/Setting: Automate credit report pulls by configuring Equifax Connect API; monitor completion with webhook.
3.10. CoreLogic Screening
- Feature/Setting: Automate submission of tenant info via CoreLogic REST API and receipt of results.
3.11. DocuSign
- Feature/Setting: Automate document signature collection and automate webhook response with signed consent; connect with background check trigger.
3.12. HelloSign
- Feature/Setting: Automate receipt of e-signed consent forms; use API to trigger next automation step.
3.13. Slack
- Feature/Setting: Automate notifications to dedicated channel upon check completion using Slack Incoming Webhooks.
3.14. Microsoft Teams
- Feature/Setting: Automate background check completion announcements in tenant onboarding channel using Teams API.
3.15. Salesforce
- Feature/Setting: Automates case creation for each applicant; triggers API call to connected screening provider upon status field change.
3.16. Zoho CRM
- Feature/Setting: Automate workflow rule for applicant move-in, calls third-party background check API, automates notification.
3.17. HubSpot
- Feature/Setting: Automate workflow sends applicant info to webhook and automates update once check status returns.
3.18. Google Sheets
- Feature/Setting: Automate logging and updating of applicant status by triggering scripts/API calls.
3.19. Monday.com
- Feature/Setting: Automates updates on tenant background check tasks using Monday.com API automations.
3.20. Zapier
- Feature/Setting: Automate cross-platform background check workflows connecting multiple software, using triggers and actions.
3.21. PandaDoc
- Feature/Setting: Automate sending of disclosure/consent to applicant with PandaDoc API and trigger automated flow post-completion.
3.22. Gmail
- Feature/Setting: Automate email updates triggered by background check events via Gmail API.
3.23. DocuWare
- Feature/Setting: Automate storing of background check consent and results, automate tagging and retrieval via DocuWare API.
3.24. Notion
- Feature/Setting: Automate updating tenant files with check results using Notion API integrated with automation trigger.

Benefits

4.1. Reduces manual overhead by automating end-to-end background and credit check process, ensuring efficiency.
4.2. Minimizes risk of human error through automation of data collection, consent tracking, and notification workflows.
4.3. Automates compliance record-keeping to streamline audits.
4.4. Improves applicant experience by automating timely updates and clear status communication.
4.5. Allows scalable onboarding by automating repetitive steps and core compliance tasks.
4.6. Centralizes documentation for all background and credit check events via automated file storage integrations.
4.7. Offers customizable, automatable notifications and workflow handoffs according to business rules.