Prospect screening

Before you move forward, know your prospect.

Identity, income, and risk signals in one file. Fewer surprises when the deal moves forward.

The problem isn't finding applicants. It's verifying them without a standard.

When identity, income, and risk checks live in scattered documents and manual steps, you slow deals down and take on avoidable risk.

Manual reviews

Hours spent checking documents and identity for every applicant.

No single risk profile

Decisions without a clear, comparable view of each candidate.

Late red flags

Income or identity inconsistencies surface after you've already moved forward.

Scattered data

Applicant information split across chats, PDFs, and spreadsheets.

Prospect verification for a real estate operation

Verify every prospect before you move the deal forward.

Review identity, income, and risk signals before you move to the contract. Less uncertainty, more control.

How it works: verify applicants with a clear process.

Identity, income, and risk in one flow. Less uncertainty, more deals that move forward.

Keep the operation moving

Connect existing channels and work from one place

Forget copy-and-paste. Bring case context in and collect applications via a link: everything lands organized in ReliaHouse.

Illustration of property screening

Property

Screen the asset when the deal needs it

If the operation requires reviewing the property, continue there without losing the case thread.

Property screening
Illustration of application link

Application link

One application link for prospects to apply

Share an application link designed with your brand colors and identity. Prospects submit details and documents, ready for review.

Interest link
The result of every verification

Stop deciding in the dark. Decide with evidence. Every applicant comes with clear backup: what was checked, what failed, and what comes next.

Evidence that backs the decision

Every check leaves visible support. Advance or decline with criteria, not intuition.

One profile, zero scattered data

Applicant details, documents, and status in one place. No chasing PDFs, chats, or loose sheets.

Share the result with your tools

Send the outcome to the apps and systems you already use. Less fragmented data, less back-and-forth across platforms.

Less uncertainty. More deals that move forward.

Centralized verification, evidence per applicant, and a result ready to act on.

Frequently asked questions

What does applicant verification check, exactly?
Identity, documents, income, and risk signals, with evidence for each check so you can decide with backup.
What does the prospect need to submit, and how?
Through a link: they complete details and upload documents in clear steps, without scattered chats or email back-and-forth.
Does the link stop applications from arriving everywhere?
Yes. You stop receiving applications across different platforms: one link brings everything into ReliaHouse, centralized and ready to review.
What do I get at the end, and how do I share it?
A centralized result in ReliaHouse, ready to review and distribute wherever you need it.
Can I customize the link with my brand?
Yes. Adjust colors and brand identity so prospects recognize your operation from the first step.
What traceability is recorded?
Status, evidence, and progress per applicant, so your team can audit and decide with clarity.

Screen applicants with control and clarity

Organize applications, cut rework, and move every deal forward with backup. Start for free.