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A guide to sharing screening documents directly through RentSpree

Share applications, reports, reference checks, and other documents directly with agents or landlords who use RentSpree.

🚧  Beta feature

We're currently beta testing the updated sharing flow described in this article. We expect to roll this feature out to all users soon. Your experience may look slightly different in the meantime.

How to share a screening package

Once you've received a complete screening package, you can share it directly from your dashboard. Here's how:

  • Open your RentSpree account.
  • Select Screening from the navigation menu.

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  • Select the applicant's name to view their report.

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  • Select Share for review on the right-side menu, underneath the applicant's name.

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  • Enter the recipient's email on the pop-out sharing menu.

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  • Sharing Applicant summary + screening reports is selected by default.

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  • Select Preview to see exactly what the recipient will receive—including information from the Applicant overview, Financial snapshot, Home history, and Included reports (such as the Rental Application, all TransUnion Screening Reports, Income Verification reports or documents, etc.).

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  • You can also select Other options to send a different package.
    • Applicant summary only — also includes the rental application form.
    • Screening reports only — includes only the TransUnion Credit, Criminal Background, and Eviction Related Proceedings reports.

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  • Add an optional message to the recipient. A pre-written message is included, but you can replace it with anything you'd like.
  • Select Share to finalize and send the package.

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  • The recipient will get an email inviting them to log into their RentSpree account to view the shared reports.
    • If they don't have a RentSpree account yet, they'll need to sign up using the same email address where they received the sharing notification.
  • Once logged in, the recipient can find the shared package in the Screening section of their navigation menu.

 

A few tips on sharing

  • The TransUnion Credit Report, Criminal Background Report, and Eviction Related Proceedings Reports can only be shared with one recipient. Double-check the email address you enter carefully.
  • You can share the Standard Rental Application, Reference Checks, and Other Documents with as many recipients as you need. Complete the sharing process for each recipient individually.
  • This feature doesn't allow sharing of the C.A.R. or T.X.R. Application form. You can download it as a PDF and share it manually.
  • The print/save feature has moved. It's now available only from inside the share menu by selecting the three-dot action menu (⋮).