Record A Reference Check Follow-Up Against An ApplySafe Application

Reference checks are an important part of assessing a rental application, and with ApplySafe, you can manage personal, rental history and employment references directly within PropertyMe, keeping each applicant’s checks in one place.

However, there may be situations where a reference check needs further attention, such as a referee not responding or providing incomplete details. That is why you can send a follow-up email straight from the relevant reference check, so the correspondence is recorded against the application and you can finalise your assessment sooner.

This article will guide you through sending a reference check follow-up via the Applications section or via a listing.

Via The Applications Section

1. On the side menu, click CRM.
2. Click Applications.
   
3. Hover your cursor over the required application.
4. Click View.
   
5. Select the required applicant.
   
6. Locate the required reference check tab (Personal, Rental History or Employment).
7. Once located, click the Actions button against the tab.
8. Click Send Email.
   
9. Fill out the details and body of your message, or click Generate With AiMe to automatically generate a message.
10. Click Send. 

Back to top ^

Via A Listing

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the address of the required listing.
   
4. Click Applications.
   
5. Hover your cursor over the required application.
6. Click View.
   
7. Select the required applicant.
   
8. Locate the required reference check tab (Personal, Rental History or Employment).
9. Once located, click the Actions button against the tab.
10. Click Send Email.
    
11. Fill out the details and body of your message, or click Generate With AiMe to automatically generate a message.
12. Click Send.
    

Back to top ^