Required Attachments
What are Required Attachments?
The ability to upload attachments is a standard feature for all VEROPro users. There are three types of documents that can be enabled in the Application Settings page of the Manager Portal:
Required Attachments
Unverified Income Attachments
Unverified Credit & Background Attachments
Each type has its own purpose, depending on the applicant's circumstances (verified vs unverified information).
Required Attachments
Required Attachments are documents that must always be requested from the applicant, regardless of whether their income or background/credit check is verified.
Applicant Flow: The applicant will not be able to proceed past the request for these documents without either uploading the required document or selecting "I don’t have this."
Simultaneous Requests: If Required Attachments are enabled, all required documents will be requested at the same time during the application process.
Unverified Income Setup
Unverified Income Attachments are requested if the applicant is unable to verify their income through linked payroll, employer, or bank account information.
Income Verification: These documents are used to verify the applicant's income and active income streams. To enable this feature, the VEROfied Income + Document Extraction option must be selected in the Income Settings of your Lumen configuration. This will allow for calculating the income-to-rent ratio.
Unverified Credit & Background Setup
Unverified Credit & Background Attachments are requested if the applicant skips the Background & Credit Check during the application process.
Applicant Flow: Similar to Required Attachments, applicants will not be able to proceed unless they upload a document or select "I don’t have this."
Simultaneous Requests: If Required Attachments are enabled, all requested documents (including unverified income or credit/background) will be requested at the same time during the applicant flow.
Optional Documents
After the applicant has completed the required and unverified document upload sections, they will be given an opportunity to upload Optional Documents. This section allows the applicant to provide any additional documents they wish to share with the leasing team.
How to Enable Required, Unverified, and Optional Document Uploads
Navigate to Settings from the right-hand menu in the Manager Portal.
Click Application Setup.
Select Application Setup.
Toggle on the document types you wish to enable for each applicant type.
(Note: You must enable document types for each applicant type separately.)Select the specific documents you wish to require under each document type setup.
(Note: You must enable the specific documents for each applicant type.)
You can also refer to the video below:
Adding Required Questions
If you would like to add additional questions for applicants to answer as they will out their application, please refer to the quick guide below for instructions on how to do so.
VoR Quick Guide
The Verification of Residency (VoR) tool is a valuable resource for your team during the application approval process. VERO’s VoR tool provides an additional layer of insight to help managers make more informed approval decisions.
How It Works:
The VoR tool presents questions on an opinion scale from 1-10 for a previous manager or landlord to answer:
1 = Disagree with the statement
10 = Agree with the statement
Example Questions:
Did the resident complete rent payments on time?
Did the resident follow all move-out procedures on time?
Did the tenant leave the apartment in move-in condition?
Check out this Quick Guide video for an overview:
Income & Balances Verification
What Does This Feature Do?
This feature ensures that applicants cannot submit their application without verifying their income. To proceed with the application, the applicant must complete one of the following:
Link a payroll provider or employer
Connect a bank account that receives their direct deposit.
By enabling this feature, managers gain the option to unblock applicants, allowing them to submit the application without verified income—useful in cases where the applicant is unable to link a payroll or bank account.
What If an Applicant Can't Link a Payroll Provider?
If an applicant encounters difficulty linking their payroll provider, they can still link a bank account to verify their balances and/or direct deposit information. Once linked, they can proceed with submitting the application.
Applicants can even submit the application with 0% Verified Income if they are unable to link a payroll provider or bank account.
How to Enable Income & Balances Verification:
Navigate to Settings from the right-hand menu in the Manager Portal.
Click Application Setup.
Select Screening Setup.
Scroll down to the Income & Balances Verification section.
Under 'Block Applications Without verified Income', you can click on the box to enable 'Block Application Submission':