Fields
These fields display on the Credit Check tab when InstaScreen is selected as the Credit Agency used to process the credit check.
If you run a credit check using InstaScreen, the results of that credit check will display on the Lease Changes Task Selection tab. Results include InstaScreen Status, Last Status Update, Order ID, Report Date, and a link to view the InstaScreen Report.
Note
An asterisk (*) indicates a required field. For InstaScreen, required fields are selected on the Credit Insurance/Agency tab.
Personal
First Name *
Enter the first name of the person applying for the credit check.
MI
Enter the first initial of the person applying for the credit check.
Last Name *
Enter the last name of the person applying for the credit check.
Suffix
Use the drop-down to select an available suffix.
Mother's Maiden Name
Enter the mother's maiden name of the person applying for the credit check.
SSN *
Type the social security number of the person applying for the credit check.
DOB *
Enter the person's date of birth who is applying for the credit check in this format: MM/DD/YYYY.
Driver License
Type the driver license number of the person applying for the credit check.
Driver License State
Use the drop-down to select the abbreviated state name where the person applying for the credit check lives.
Unit Applied for
Unit ID
Displays the unit ID of the unit applied for.
Monthly Rent *
Displays the monthly rent for the unit applied for. This field is editable.
Current Address Details
Street No. *
Type the street number where the applicant currently lives.
Street Name *
Enter the full name of the street where the applicant currently lives.
Street Type
Use the drop-down to select the street type to associate with the address entered for the applicant.
Apt Number
Type the apartment number where the applicant currently lives, if applicable.
City *
Enter the name of the city where the applicant currently lives.
State *
Use the drop-down to select the abbreviation of the state where the applicant currently lives.
Zip *
Type the zip code identifying where the applicant currently lives.
Landlord Name
Type the name of the current landlord.
Landlord Phone
Type the phone number of the current landlord.
Rent *
Enter the amount of rent the applicant pays each month where they currently live.
Move-In Date
Enter the move-in date.
Employment Details
Employer
Enter the name of the company or person who currently employs the applicant.
Length of Emp. (in months) *
Type the number of months the applicant has worked for the current employer.
Emp. Income
This amount is based on the annual income amount
entered in Occupant Demographics and is calculated as Annual Income divided
by 12. The system auto-calculates this amount and defaults it into this
field. If needed, the system allows this amount to be overridden by entering
a different dollar amount, but does not permanently save the change.
Example
For instance, if the applicant's Annual Income (as reported in Occupant Demographics) is $12,000, the amount defaulted in this field is $1,000. You can override this amount by entering a different value, such as $1,200 and submit the credit application but the next time a credit application is run for the same applicant this field defaults to the Annual Income/12 as originally stated. It does not remember your previous change.
Employer Phone
Enter the telephone number of the company or person who employs the applicant.
Occupation
Enter the applicant's occupation.
Other Income (monthly)
Enter any additional monthly income that should be considered for the credit check.
Show/Hide CoSigners
A toggle link is used to show or hide additional fields used to enter Co-Signer/Co-Applicant information.
Guarantor/Co-Applicant
Type the name of the person who is applying to financially guarantee this lease or who is applying to share financial responsibility with the primary applicant. An applicant cannot be both, a co-signer and co-applicant. Only one selection can be made.
Include as Co-Signer?
Do you want to include this person as a co-signer?
Checked - This person may or may not reside within the leased unit, however, does agree to financially guarantee the payment per the lease agreement.
Unchecked - This person will not be considered a co-signer.
More Info
Select this option to display an additional window dialog box to enter more information about the guarantor or co-applicant used to determine their credit status.
Authorization
User Name *
Enter your InstaScreen login.
Password *
Enter your InstaScreen password.
Package *
Accept the default or select another package of credit check services from the drop-down list.
Consent Obtained *
Use the drop-down to select whether the applicant has consented to the type of check to be performed. Options include: Yes or No.
See Also
Credit and Insurance Agencies Overview
Credit Agency/Renters Insurance Tab
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