Essential screening on a RentPassport not only includes income verification, rent verification and a credit check including a financial summary for the individual. For a full list of our packages and what they include, click here.
This guide will talk you through the steps on how to request essential referencing for a renter.
You are able to request referencing at two stages, once when a RentPassport is being requested and another when a RentPassport has been shared.
Requesting essential referencing alongside a RentPassport®:
In order to request essential referencing when requesting an applicant's RentPassport. You will need to follow the below steps
Log in to your HQ account and click on RentPassports
Then click the button labelled "Request Rent Passport" on the top right.
You will then see a pop-up box asking you to select the branch and enter the renter's details.
Enter the renter's first name, last name, contact number and email address.
You will then need to select the tick box labelled "Essential screening".
Below is an example of what you will see:
Click "Send request" and this will email the request to the renter to complete the employment and landlord sections alongside the Essential Screening on their RentPassport.
Requesting essential referencing when a RentPassport®has been shared:
In order to request essential referencing when a RentPassport has already been shared. You will need to follow the below steps
Log in to your Canopy HQ account.
Select the RentPassport of the applicant.
On the right-hand side panel, you will see 'Essential Screening' under the screening results.
Click on "Request" and you will see a pop-up to confirm you accept the charge for essential referencing.
Tick the box if you are happy to accept the charge and click "Send request".This will now send the request to the renter for them to complete the additional sections.
Tips
You are not able to cancel a essential screening request once this has been requested.