Client Help

Get started

• Request a demo
• Self-serve options
• Create your account
• How to get support
• Account credentialing
• Billing and pricing

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Account management

• Add teams to your account
• Add users to a team
• Add or edit a payment method
• Account access help

Dashboard guides

• Screen an applicant
• Create a package of checks
• Upgrade an application to add checks
• Create a set of reference questions
• How do I add a new building and/or listing?

Dashboard features

• Overview of the dashboard
• Application and check statuses
• Report IDs
• Organize applications by results