Automatic pre-screening checks (income verification, form validation)

Purpose

1.1. To automate pre-screening tasks in tenant onboarding by validating application forms, verifying income documents, and flagging incomplete or ineligible submissions.
1.2. Streamlining rental applications to increase processing speed, reduce manual oversight, and minimize human error.
1.3. Ensuring applicants meet minimum rental criteria (income ratios, valid identification, reference checks) before proceeding to full screening.
1.4. Allowing automated communication of next steps or rejections based on pre-set criteria, minimizing delays and improving applicant experience.

Trigger Conditions

2.1. A new rental application form is submitted online.
2.2. Supporting documents (income proof, ID) are uploaded by applicant.
2.3. Form submission event from an integrated web portal or CRM.
2.4. Manual trigger by staff or via inbound email with attachments.

Platform Variants

3.1. DocuSign
• Feature/Setting: Envelope Status Changed webhook; triggers on form completion; configure Connect settings.
3.2. Dropbox
• Feature/Setting: File uploaded to “Applications”; trigger via file upload; use file metadata for applicant ID.
3.3. Zapier
• Feature/Setting: New Submission in Form App; filters and Formatter for pre-screening logic.
3.4. Adobe Acrobat Sign
• Feature/Setting: Agreement completed webhook; process PDF with data extraction tool.
3.5. Salesforce
• Feature/Setting: Process Builder/Flow; trigger on new Lead or Application object.
3.6. Google Forms
• Feature/Setting: On form submit; trigger via Apps Script or webhook add-on.
3.7. Microsoft Power Automate
• Feature/Setting: Trigger on new SharePoint file or Microsoft Form response; use validation flow.
3.8. Plaid
• Feature/Setting: `/income/verification` endpoint; send applicant bank data for income check.
3.9. Twilio
• Feature/Setting: Messaging webhook for 2FA on document upload or applicant notifications.
3.10. Onfido
• Feature/Setting: `/checks` API for document and identity check; use SDK on webform.
3.11. AWS Textract
• Feature/Setting: `AnalyzeDocument` API; extract and validate data from uploaded income docs.
3.12. Google Cloud Vision
• Feature/Setting: Document Text Detection; parse and validate paystubs or IDs.
3.13. HubSpot
• Feature/Setting: Workflow on new Contact or Deal; use property criteria to segment applicants.
3.14. PandaDoc
• Feature/Setting: Document completed webhook; retrieve fields for pre-screening.
3.15. HelloSign
• Feature/Setting: Signature request completed callback; pull submitted data.
3.16. Typeform
• Feature/Setting: Webhooks on submit; validate field entries before database write.
3.17. Jotform
• Feature/Setting: New Submission trigger; invoke webhook for validation script.
3.18. Airtable
• Feature/Setting: New record trigger in "Applications"; run automation for validation.
3.19. Slack
• Feature/Setting: Slackbot message on failed validation; push notifications to operations team.
3.20. Box
• Feature/Setting: File Upload webhook; extract and validate documents using metadata.
3.21. Auth0
• Feature/Setting: Rules engine to check for verified email/auth on applicant login.
3.22. SFTP Servers
• Feature/Setting: New file trigger; scan income documents with OCR and validation scripts.

Benefits

4.1. Reduces turnaround time by instantly assessing applicant basic eligibility.
4.2. Prevents manual errors and missed data fields in screening process.
4.3. Frees up staff to focus on complex cases instead of routine verifications.
4.4. Enhances compliance by standardizing pre-screening protocols.
4.5. Provides auditability via automated logs and decisions.