ID Verification Using the RENTCafé Online Leasing Workflow
Overview
The ID Verify feature in RENTCafé allows applicants to verify their identity during the online leasing workflow, right from their phone. This service uses state-of-the-art fraud detection and compares each ID document against thousands of documents to help authenticate the identification. It then uses facial recognition technology to help ensure the person applying truly is the person on the ID. This guide explains the process from the applicant perspective, and how to manage and view the verification status in CRM/Voyager.
The ID Verification step in the workflow directly precedes Applicant Information. Each applicant and guarantor will be prompted to complete the ID verification step.
A video version of this material is available in YardiOne. Instructions for accessing the video are included at the end of this guide.
Applicant Experience – ID Verification
When applicants reach the ID Verification step, they see the instructions below, including that they need a Passport or Driver’s License and a mobile device with internet access and a camera to proceed.
To begin, the applicant taps to select Driver’s License or Passport, then Mobile Number or Email. The app defaults to mobile number. To switch to email, tap Prefer to use email, and the Mobile Number field changes to Email.
After making these selections, and agreeing to the terms, they tap SEND SMS/Email.
Applicants then access the URL that is sent to their mobile device.
The screen appears as shown below. Applicants tap Get Started!
The app then informs applicants that they need to take a photo of the front and back of their license or the front of their passport.
After tapping Take Photo, applicants see some tips on how to get a good quality picture.
After tapping Take Photo in this screen, the camera is launched and the applicant takes the photo.
The system verifies when the photo is accepted.
If using a driver’s license, the applicant repeats the process for the back of the license. Tap Take Photo to begin.
After the applicant takes the photos of their government-issued ID, there are errors that can occur when validating photo quality. When one of these error messages appear, the prospect must take the photo again until the ID can be validated.
List of potential errors:
A selfie is then used to validate the license via facial recognition. This ensures the applicant is who they say they are.
After the ID is captured, the photos are sent securely to a trusted digital identity verification service for review and verification. They store the data securely for 7 days, after which it is permanently removed from their system.
If the selfie is accepted, the applicant taps Validate my identity! Or, if the verification system does not accept the photo, a message like the one below appears.
OR
Once Validated, applicants will get a message on their mobile device with instructions to return to the Leasing workflow, where they can continue with the application.
Message on Phone Message on PC
If verification is not successful, a message like the one shown below appears on the applicant’s mobile device.
All possible results of the electronic verification are described below:
Viewing Applicant ID Verification Status in CRM
Locate the applicant’s Guest record in CRM.
In the Guest record, select Activities > ID Verification.
This view shows how many attempts the applicant made to verify their identity and if any of those attempts passed the verification process.
From this screen, Property Managers can also lock applicants out of the ID Verify system and confirm that an applicant has been verified in person.
Number of Attempts - has a green background when successful verification has occurred and a red background when it has not been successful.
Status - Possible statuses you might see on this screen:
• Unlocked – The applicant is free to try again
• Locked – The applicant cannot make any more attempts
• Automatically locks after three (3) failed attempts
• Property Managers can then unlock them or verify them in person
• Verified – Identity successfully verified
• Mark Complete – Applicant has been verified in person
If an applicant attempts to verify their ID after being locked out, they will see this message.
Viewing Applicant Verification Status in Voyager
Open the Prospect Pipeline and view the Notes column.
Navigating to the ID Verify Instructional Video
Open RENTCafé Site Manager and click Help.
Scroll down to and select Video Library.
In the column on the left, select:
Video Library > Guest Videos > ID Verification Using the RENTCafé Online Leasing Workflow Short Tutorial.