Background and credit check automation

Purpose

1.1. Automate collection, verification, and analysis of applicants’ background and credit data for efficient, accurate, and compliant tenant vetting.
1.2. Ensure all applicants complete required checks (criminal history, eviction records, income verification, credit scores) with minimal manual intervention.
1.3. Securely share results with property managers, maintain audit trails, and flag anomalies for management review.
1.4. Integrate with apartment CRM, property management tools, and communication channels for seamless applicant journey.

Trigger Conditions

2.1. New rental application is submitted via web, email, or CRM portal.
2.2. Existing applicant status updated to “Ready for Screening” by leasing agent or automated schedule.
2.3. Incoming API/webhook from listing site or property management platform containing applicant data.
2.4. Manual trigger by leasing team for re-screening or follow-up.

Platform Variants

3.1. TransUnion SmartMove
• API: “Screen a tenant” endpoint with applicant data payload for instant background and credit checks.
3.2. Experian Connect
• Function: Secure API exchange to fetch applicant’s credit report on applicant authorization.
3.3. Equifax Tenant Screening
• API: Submit screening request for credit, criminal, and eviction check.
3.4. Checkr
• Endpoint: “Create Candidate” API—push applicant info for background check workflow automation.
3.5. Yardi Voyager
• Feature: Trigger “Resident Screening” workflow using REST integration to pull applicant info.
3.6. AppFolio
• API: “Applicant Screening” endpoint, automates tenant evaluation step within applicant pipeline.
3.7. RentSpree
• Platform: “Invite Applicant” function with automated emails and dashboard review capability.
3.8. TurboTenant
• API: Trigger automated background/credit check on new application received via property listing.
3.9. LexisNexis Risk Solutions
• API: Submit tenant identity and background screening request to “InstantID” endpoint.
3.10. CoreLogic Rental Property Solutions
• Function: “SafeRent Score” API call for risk assessment and auto-flagging high-risk applicants.
3.11. Buildium
• Feature: “Automatic Background Checks” with API/webhook from tenant lead creation event.
3.12. TenantCloud
• API: Initiate “Screening Report” request using applicant and property data.
3.13. Plaid
• Endpoint: “Income Verification” function to automatically fetch applicant income statements.
3.14. Jumio
• API: “Identity Verification”—collect and process applicant ID for fraud screening.
3.15. Onfido
• Feature: “Background Check” API for ID, watchlist, and criminal record review.
3.16. SignNow
• Function: “Send Document for eSignature” workflow to automate release and disclosure forms.
3.17. DocuSign
• API: “Create Envelope” with rental consent forms for legally binding signatures.
3.18. SendGrid
• API: Automated applicant notification via “Send Email” on check initiation and result delivery.
3.19. Twilio
• Feature: SMS alerts via “Programmable Messaging” on application status change/required actions.
3.20. HubSpot
• Integration: “Workflows” for updating applicant records and notifying team of screening completion.
3.21. Salesforce
• Process Builder: Trigger on new lead to start screening chain, update fields with check results.
3.22. Zapier
• Automation: Instantly connect CRM/form platform to screening API on form completion event.
3.23. Microsoft Power Automate
• Flow: Monitor shared mailbox or CRM for new lead, auto-send to background check provider.

Benefits

4.1. Cut manual admin—automated checks reduce labor/time per applicant processing.
4.2. Boost compliance—uniform and timely execution of required screenings.
4.3. Top applicant experience—speedy, transparent updates and less friction.
4.4. Lower risk—faster detection of high-risk/inauthentic tenants.
4.5. Centralized records, auditability, and seamless handoffs between leasing, legal, and management.