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How do I install The Closing Docs browser extension?The Closing Docs browser extension allows you to integrate our automated income verification directly into your property management software. The Closing Docs supports all browsers. Installing the Google Chrome/Microsoft Edge Extension Go to https://chrome.google.com/webstore/detail/the-closing-docs/kcoefldjifkfeclbjicapcenpknedhnf and click "Add to Chrome". 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.
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Which property management software integrate with The Closing Docs?The Closing Docs integrates with many popular property management software companies through our browser extension. This allows you to create income screening requests and view income reports directly from your software. The income screening request form auto-populates the applicant directly from your property management software, avoiding data entry. If you use Rentec Direct, you can utilize our income report directly from their software. We support the following property management software integrations through our browser extension:
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My integration says that my login is expired. What do I do?For security reasons, we require that you re-login to you browser extension every 2 weeks. This is a different process than logging into The Closing Docs' website. In order to refresh your login, click The Closing Docs' extension icon on the top right of your browser: If the icon is not visible on the top right of your browser, you might have it hidden in the extension menu. To access the extension menu, click the "
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How do I integrate Appfolio with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into Appfolio’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 and find the right browser extension for your browser here: https://support.
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How do I integrate Buildium with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into Buildium'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 and find the right browser extension for your browser here: https://support.
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How do I integrate I Love Leasing with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into I Love Leasing'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 and find the right browser extension for your browser here: https://support.
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How do I integrate On-Site with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into On-Site'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 and find the right browser extension for your browser here: https://support.
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How do I integrate Propertyware with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into Propertyware'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 and find the right browser extension for your browser here: https://support.
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How do I integrate RealPage's OneSite with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into OneSite'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 and find the right browser extension for your browser here: https://support.
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How do I integrate Rental History Reports with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into Rental History Reports' 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 and find the right browser extension for your browser here: https://support.
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How do I integrate RentScreener with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into RentScreener'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 and find the right browser extension for your browser here: https://support.
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How do I integrate Resman with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into Resman'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 and find the right browser extension for your browser here: https://support.
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How do I integrate TazWorks with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into TazWorks' 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 and find the right browser extension for your browser here: https://support.
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How do I integrate Yardi Breeze with The Closing Docs?The instructions below show the steps needed to integrate The Closing Docs’ income verification into Yardi Breeze’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 and find the right browser extension for your browser here: https://support.
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How do I integrate Yardi Voyager with The Closing Docs?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 and find the right browser extension for your browser here: https://support.
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How to use The Closing Docs within Rent ManagerThe Closing Docs is integrated with Rent Manager to allow sending automated income verification requests directly out of Rent Manager. If you have not activated The Closing Docs integration with Rent Manager, please contact sales@theclosingdocs.com for assistance. Sending an income verification request Once you setup the integration, a new custom tab called "Automated Income Verification" appears under a prospect: Once you click the Automated Income Verification tab, a form is generated to allow sending an automated income verification request.