Pre Application
This is the tile you click on in the Leasing Dashboard to begin reviewing applications before screening.
What is the Need to screen tile?
Once the screening is complete, you can view the report using this path
What is More > View Screening Report?
This is the status you must change an application to if the applicant needs to correct documents like the Child Support Affidavit or Zero Income Certification.
What is "Incomplete status"?
This tab contains the Head of Household’s personal details, address history, household questions, and pet info.
What is the Application tab?
This tool is used to collect compliance-approved documents like paystubs, benefit letters, gig income statements, and bank verifications. .
What is Yardi verification Services ?
In the Application, Members, and Additional Occupants tabs, you must confirm that this personal detail is full and accurate.
What is the applicant’s full name (first, last, and middle)?
After downloading the screening report, you must upload it here.
What is the Optional Documents section under the Documents tab?
When marking an application as "Incomplete," you must select this option to allow the applicant to redo their application sections.
What is Delete signatures - yes ?
You use this tab to verify personal details for each member of the household.
What is the members tab?
This is the first tab you go to when starting the Verification Services process
What is the income tab?
To begin reviewing an applicant's household page, you must first click on this.
What is the name of the applicant?
Am a voucher holder in the pre application.
What is the voucher screening?
To request corrections to any section other than Child Support, Zero Income, Household Members, or Tax Refund (HOTMA), you use this feature.
What is "Application Corrections"?
To view uploaded pay stubs, ID copies, or other paperwork, you check this tab.
What is the documents tab?
This is the button you click to begin Verification Services.
What is "Launch Verification Services"?
To begin reviewing an applicant's household page, you must first click on this
What is the name of the applicant?
If the result is "Approved" or "accepted with conditions", the first step is to do this with the pre-application.
What is submit to waiting list?
You use this section to correct the head of household’s name or personal details.
What is "Personal Information" on the Application tab?
This tab contains documents that have been electronically signed by adult household members.
what is the signed documents tab?
You must click this icon next to the applicant’s name to access their individual Service Link
What is the eyeball icon?
If the application is denied, this is how you mark their application
What is More > Change Status > Declined > Choose reason?
After moving the applicant to the correct workflow, you must do this to ensure everyone knows an application was sent.
What is change the Secondary Status to 'Moved to Secondary Workflow'?
To view a detailed history of the steps taken on the application by staff or the applicant, check this tab
What is the audit log?
This section distinguishes between documents signed by the whole household and those signed by individual adults.
What are Household Documents and Member Documents?
After completion, Verification Services documents are labeled as this in the Documents tab.
What are SSV Documents?