How to Customize Tenant Application Requirements in SingleKey

As a landlord or property manager using SingleKey, you can easily tailor what information is required from tenants by updating your Report Preferences. This allows you to streamline your screening process and ensure you collect all necessary documents upfront.

Step-by-Step: Customizing Mandatory Tenant Report Fields

  1. Access Account Settings
    Click your profile icon in the top right corner of the screen and select Account Settings from the dropdown menu.

  2. Go to Report Preferences
    From the left-hand menu, click on Report Preferences.

  3. Select Mandatory Fields
    Under the “Required from tenant” section, check the boxes for the documents and information you want to require from all tenant applicants. Options include:

    • ✅ Uploading proof of income

    • ✅ Employment references

    • ✅ Landlord references

    • ✅ Uploading an ID

    • ⬜ PDF documents only (optional restriction for document format)

    These settings apply to all tenant report invitations, including those sent via shareable links.

  4. Decide Who Pays for Reports
    Under “Who pays for reports”, choose your default preference:

    • ⚪ Me (landlord)

    • ⚪ Tenant
      (Note: This can still be adjusted for individual reports.)

  5. Choose a Default Credit Report Provider
    Under “Default credit report”, select your preferred provider for credit checks:

    • Equifax & TransUnion (Bundle – $44.99, 25% off)

    • Equifax ($29.99)

    • TransUnion ($29.99)
      Your choice will be the default selection during checkout and apply to shareable application links.

  6. Save Your Preferences
    Scroll to the bottom of the page and click Save to apply your settings.

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