Document verification allows property owners, managers and leasing agents to easily obtain, review and approve a document prior to a firmly-scheduled showing. Review can be fully automated (less secure) or automated with a manual followup (most secure). Once documents are approved, ShowMojo continues with any additional scheduling steps, such as Showing Acceptance and Showing Confirmation‍.

Feature Overview

This feature is most often used to review and approve a drivers license or other form of government identification prior to providing digital access for a self showing. But it is also used to obtain initial financial documents (such as pay stubs) or as identity verification for in-person showings.

The document verification flow, at its most basic, works as follows:

1. A prospective renter goes through the standard process of scheduling a showing via ShowMojo.
2. As part of completing the screening questionnaire, the prospect explicitly agrees to the document verification procedure.
3. The prospect is immediately prompted to scan or upload his or her documents.
4. If the prospect does not immediately upload the document, ShowMojo automatically sends a text message to the prospect, reminding him or her to complete the process.
5. An email with a link to the photo is automatically sent to the agent (or account owner) assigned to the showing for verification and approval. The message clearly states whether additional review is required -- and gives clear direction on what to review. The reviewer can accept the document, request new documents, cancel the showing, and (if needed) blacklist the prospect.
6. Assuming all went well, the prospective renter is then notified by email, and the document verification process is complete.
7. ShowMojo then continues with any additional activity, such as third-party showing acceptance, showing confirmation, and access code distribution.

Once a prospect's drivers license has been approved on your account (and only your account) ShowMojo will remember that prospect by their phone number and email address for 30 days, allowing the prospect to continue scheduling showings without having to resubmit the document (and without you needing to re-verify it). As a security measure, you can also Set ShowMojo to Forget Previously Approved Documents‍.

Showings that have been automatically accepted because of previous verification will show as an event when you Review History on a Showing and will state "Prospect document previously approved."

To view a submitted document or drivers license, locate the showing appointment or lead from the dashboard. Click Edit to view that prospective renter's information. A link will appear on the record to View Submitted Documents. A separate window will then open that will include the drivers license, and any additional documents, that have been received.

Additionally, the document verification feature accounts for many edge cases, including Prospects Without Cell Phones and prospects who submit an illegible document. We've only gone into the most basic "happy path" here.

Note that document verification is not yet available on ShowMojo CLASSIC accounts.

Automated Scanning

We highly recommend the use of automated scanning for all identity verification. This feature is enabled by default on all accounts. There are even options to Auto-Approve Documents Submitted for Verification‍.

The feature performs driver license photo validation using Optical Character Recognition (OCR) software to accept actual driver licenses and not a prospect's Jelly of the Month membership card.

In addition, ShowMojo has implemented bar code scanning of the bar code on the back of every US state driver license. This additional step allows ShowMojo to compare the data listed on the front of the license with the data embedded in the bar code on the rear of the license. ShowMojo also captures license "fingerprints" and incorporates those into our Fraudulent Showing Auto-Detection, Flagging and Canceling‍ features.

Manual Review

This feature is not recommended for identity document verification. But it is necessary for reviewing other submitted documents, such as W2s and other supplementary documentation. The best way to use this feature is by:

1. Adding a Verify a Document question directly to a screening questionnaire.
2. Specify that you are collecting some other document.

Setup and Configuration

You can add document verification to your screening questions one of two ways.

1. For self-showings, drivers license verification can be dynamically added as a screening question on a listing-by-listing basis. For more information on this, see the article: Options Available for Lockboxes and Prospect Self Showings.
2. For in-person showings, or cases where you want to collect a document other than a drivers license, see the article: Create a Pre-Showing Questionnaire with Pre-Set and Custom Screening Questions.

You can even Choose Who Reviews Documents Submitted for Verification‍.

Document Security

For more information on how submitted documents are secured, please refer to our article How ShowMojo Secures Submitted Documents.