Complete A Submitted Reference Check Manually Against An ApplySafe Application

Thorough reference checks are a key part of assessing whether an applicant is suitable for a property, and ApplySafe lets you collect personal, rental history and employment references directly against each application.

However, there may be situations where a reference check can’t be completed through the standard process, such as a referee providing their feedback over the phone or by email instead of through the online form. In these cases, you can complete the reference check manually and record your comments, so the applicant’s record stays accurate and complete.

This article will guide you through manually completing a submitted reference check, either from the Applications section or directly from 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 Complete Reference Manually.
   
9. Enter any comments regarding the reference check.
   
10. Click Convert Reference (you may need to scroll down to see the button).

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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 Complete Reference Manually.
    
11. Enter any comments regarding the reference check.
    
12. Click Convert Reference (you may need to scroll down to see the button).

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