The instructions below show the steps needed to integrate Payscore's 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 Payscore. If not, you can sign up here: https://app.payscore.com/users/new
Install our browser extension and find the right browser extension for your browser here: https://support.payscore.com/how-do-i-install-payscores-browser-extension/
Once downloaded, you’ll see a little icon of our logo on the toolbar of your browser, that looks like this:
Click the icon and you’ll be prompted with a login form. Use your credentials for Payscore to login into your account and activate the integration with Y.
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:
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 Payscore 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.