The instructions below show the steps needed to integrate The Closing Docs’ income verification into Yardi Voyager's software, allowing you to leverage our financial report without modifying your current workflow.
The process was designed to be as simple as possible. Let’s get started!
- First, make sure you have an account with The Closing Docs. If not, you can sign up here: https://theclosingdocs.com/users/new
- Install our browser extension by clicking here and find the right browser extension for your browser.
Once downloaded, you’ll see a little icon of our logo on the top right of your browser, that looks like this:
Click the icon and you’ll be prompted with a login form. Use your credentials for The Closing Docs to login into your account and activate the integration with Yardi Voyager.
Note: For security reasons, you will be asked to login every 2 weeks.
That’s it! Go over to your Yardi Voyager account and you will see our embedded links that allow you to easily send income screenings directly from Yardi Voyager.
First, click the "Screening" button in a prospect's guest card:
In the Credit Screening window that pop ups, you'll see our embedded link that creates a income verification request linked to this Yardi Voyager applicant record.
When you request an income screening from Yardi Voyager, we automatically populate the screening form with your applicant’s information from Yardi Voyager. Keeping your Yardi Voyager and The Closing Docs properties and units in-sync allows for a seamless experience.
The status of your income screening can be also found in Yardi Voyager. When your applicant finishes their income screening, you will receive an email which includes a link to their completed income report.