Household screenings are an easy way to manage multiple renters as a group. If you are renting a property to several people, this is a way to keep all of their RentPassports™ in one place. If the renters have guarantors you can also keep their RentPassports™ here. This is an easy way to see if the renters, collectively, meet the affordability of the property and you can access all of their RentPassports™ quickly and easily.
Follow the steps below to set up a household screening.
Step 1: Log on to your Canopy HQ account and select 'Household Screening' on the left navigation panel.
Step 2: On the Household screening overview page, select '+ Household Screening'.
Step 3: Enter the screening info. This includes:
- The property address - you can do this by searching by the postcode.
- Internal code - this can be your internal reference code, this is not mandatory.
- Branch - Select the branch this household screening will be associated with.
- Rent - Amount and frequency.
Step 4: Select 'Add Renter' and in the pop-up box enter the renter's email address. If they have already shared their RentPassport™ with you, you will be able to select their email. If not, you can request them to share by selecting 'Invite a new renter' and entering their email address.
Step 5: Now enter the renter's individual rent share and will be able to see if their affordability meets the total rent.
Once entered, you have completed setting up a Household screening. You will be able to access the RentPassports™ and make sure all the renters meet the property's rent.
If any of the renters require a guarantor you can request this from their RentPassport™ page. If a renter has a guarantor connected to their RentPassport™, you will see this within the household screening.