Tenant & Resident ManagementPurpose
1.2. Minimize manual data entry, speed up applicant screening, ensure compliance, and deliver fast decisions to leasing teams.
1.3. Integrate multiple data sources—applicant forms, ID scans, payment verification, screening vendors, and notification tools—into a unified workflow.
1.4. Include automated document capture, application intake, validation, background check execution, credit score retrieval, result analysis, and instant reporting to corporate or onsite managers.
1.5. Store and track all screening results for future auditing and compliance.
Trigger Conditions
2.2. Applicant completes identity and consent forms (DocuSign webhook)
2.3. Payment or screening fee confirmed (payment gateway webhook, e.g., Stripe or PayPal)
2.4. Leasing staff marks applicant as requiring screening (CRM/Property Mgmt System trigger)
2.5. Scheduled batch processing for bulk applicant reviews
Platform Variants
• API: Applications Resource (retrieve new rental applications)
• Feature: Webhook event for application_received
3.2. Yardi Voyager
• API: Resident Screening Interface
• Feature: Data Connector for applicant info dispatch
3.3. RealPage
• Feature: Screening API (SubmitApplicant, GetResult functions)
3.4. RentCafe
• API: Resident Screening POST endpoint
• Feature: Trigger on Application Submitted event
3.5. Entrata
• API: BackgroundCheckCreate call
• Feature: Event-driven trigger on application step completion
3.6. DocuSign
• API: Envelope Completed webhook
• Feature: Captures signed consent forms
3.7. Stripe
• API: Payment Intent webhook
• Feature: Triggers on payment success for screening fees
3.8. PayPal
• REST API: webhook for completed payments
• Feature: Notifies background check workflow
3.9. TransUnion SmartMove
• API: screening request POST
• Feature: Automates credit & background check order
3.10. Experian Connect
• API: Applicant Report Request
• Feature: Retrieve instant credit score/status
3.11. Equifax
• API: Identity Verification & Credit Check
• Feature: Automated query with applicant info
3.12. Checkr
• API: Candidate creation, report retrieval
• Feature: Automate end-to-end background check
3.13. Twilio SendGrid
• API: Automated Result Emails
• Feature: Configured to notify leasing staff or applicants
3.14. Twilio SMS
• API: Message Create
• Feature: Status updates and milestone notifications
3.15. Slack
• API: Incoming Webhook
• Feature: Notify internal teams on pass/fail status
3.16. Microsoft Teams
• API: Connector
• Feature: Post result cards to channel
3.17. Google Drive
• API: UploadFile
• Feature: Archive consent forms/screens
3.18. Box
• API: File Upload and Metadata Tagging
• Feature: Store documents and auto-organize by applicant
3.19. Salesforce
• API: Create Case/Record
• Feature: Store results linked to applicant lead
3.20. Zoho CRM
• API: Module Record Creation/Update
• Feature: Link background checks with candidate records
3.21. OneDrive
• API: File Upload
• Feature: Cloud document archiving
3.22. HelloSign
• API: Signature Request Completed webhook
• Feature: Track consent forms and process PDF agreements
3.23. Mailgun
• API: Send Email
• Feature: Emailed report to applicant/manager
Benefits
4.2. Eliminate manual follow-up for missing documents, payments, or consent signatures.
4.3. Ensure accuracy and compliance via automated, auditable process steps.
4.4. Provide instant multi-channel updates to applicants and staff.
4.5. Centralize storage and retrieval for all screening artifacts, improving audit and record-keeping.
4.6. Boost applicant conversion rates by delivering faster screening feedback.
4.7. Reduce risk of errors, data leaks, or lost documentation.
4.8. Enable scalable screening across multiple properties or regional portfolios.