Screening Prospects with Both Credit Card and Document Verification

This article explores the possibility of requiring prospects to complete both: 

There is a separate article for you if you are looking to Let Each Prospect Choose between Credit Card or Document Verification. 

In General, Don't Do It

We recommend against using both credit card and document verification. Either of these options already restricts the number of scheduled showings, as some rent-worthy prospects simply reject  these forms of identity verification. Looking at this from a cost-benefits perspective, we believe that the perceived security benefit simply does not justify the significant reduction in showing flow that will result from requiring both forms of verification.

We are aware of the occasional customer attempting this practice. We have clear evidence that it reduces showings. We've also heard that it can be successful in very controlled environments, where the listings in question are very desirable and there is no way (via phone call or email) for prospects to circumvent the ShowMojo scheduling process.

But If You Really Want To

Yes, it can be done.

The only caveat (besides a potentially significant reduction in showings) is that these questions cannot be dynamically added and removed when Conducting Both Accompanied and Lockbox Showings on the same Listing.

If you want drivers license and document verification on all your listings:

  1. Go to the Screening Questions section on the General Settings page.
  2. Click Edit to update your existing screening questionnaire.
  3. Add the credit card and document verification questions.
  4. Click Save and you are done.

If you want drivers license and document verification on only some listings:

  1. Go to the Screening Questions section on the General Settings page.
  2. Add a new screening questionnaire.
  3. Add whatever questions you like to that questionnaire.
  4. Add the credit card and document verification questions.
  5. Click Save.
  6. Go to the Listings page.
  7. For each listing on which you want this questionnaire to be used, select the listing, go to the Listing Options section, and update the screening questionnaire. 

We recommend that you keep a close eye on your showing flow.

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