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# Tenant screening – The candidate’s process

When a manager starts a **tenant screening** in Plexflow, the candidate receives a **secure Trustii email** to complete their application.
This process is meant to confirm their identity, financial situation, and credit file before a unit is rented.

### Step 1 – Receiving the email

The candidate receives a message from Trustii titled:
**“Start your application”**.
Click the **“My application”** button to access the platform.
⏰ Allow 5 to 10 minutes to complete the process.

![Trustii email with the My application button](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-1_3h98w8.png)

### Step 2 – Start the verification

Click **“Start the verification”**.
Your progress is saved automatically.
⏰ The application expires 36 hours after it is opened.

![Trustii page with Start the verification](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_pb9txf.png)

### Step 3 – Preparing the items

Trustii asks you to gather:

- A valid, unexpired official ID.

Click **“Accept and continue”**.

![Trustii page asking you to prepare official ID](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3_phgyxj.png)

### Step 4 – Consent

Trustii requires your authorization to consult:

- Your personal information
- Your credit file (**Equifax® or TransUnion®**)

Check the box and click **“Accept and continue”**.

![Trustii consent page for personal information and credit file](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-4_1o92r1u.png)

### Step 5 – Identification

Enter the following information:

- First name
- Last name
- Sex (as shown on the ID)

Click **Next**.

![Identification form: first name, last name, and sex](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-5_1l23u7k.png)

### Step 6 – Social insurance number (SIN)

The SIN is optional, but it increases the accuracy of the credit search.
🔒 The SIN does not appear in the report sent to the manager.

![Optional social insurance number field](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-6_z5755r.png)

### Step 7 – Date of birth

Enter your day, month, and year of birth, then click **Next**.

![Date of birth fields](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-7_1cuxssv.png)

### Step 8 – Level of education

Choose the highest level reached (high school, vocational diploma, CEGEP, university, etc.).
This information remains confidential and is not shared with the manager.

![Level of education field](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-8_1ucwhwr.png)

### Step 9 – Current employment

Select your status:

- **“Employee”**
- **“Self-employed”**
- Other

Fill in the fields: company name, job title, hours per week, hourly wage, and hire date.

![Current employment form](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-9_1yzst7f.png)

### Step 10 – Current employer

Provide your employer’s contact details:

- Company name
- Supervisor’s name
- Phone and extension
- Email (optional)

![Current employer contact details](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-10_ehr50x.png)

### Step 11 – Current landlord

If you are a tenant:

- Landlord’s full name
- Phone
- Email (optional)
- **Current monthly rent**
- **Reason for moving**

![Current landlord and rent information](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-11_1jmf8b0.png)

### Step 12 – Current address

Search for your address. If it does not appear, click **“Enter the address manually”**.
You can also indicate whether you have an open file at the **TAL**.

![Current address and TAL file](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-12_ozvyii.png)

### Step 13 – Previous addresses

Add your addresses for the **last 5 years**, then check **“I have listed all my addresses”**.

![Previous addresses for the last 5 years](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-13_1s37xrf.png)

### Step 14 – Pets

Indicate whether you have a pet and the type (dog, cat, bird, other).
Add details if needed (e.g. “Two indoor cats”).

![Pets question](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-14_x2rivb.png)

### Step 15 – Occupants

Specify the number of adults and minors who will live in the unit.
The age of the other occupants is not shared with the manager.

![Number of adult and minor occupants](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-15_94okn7.png)

### Step 16 – Number of payers

Indicate the number of people who will contribute to the rent payment (including yourself).

![Number of rent payers](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-16_299v60.png)

### Step 17 – Identity verification (Persona)

Trustii uses **Persona**, a certified tool, to verify your identity using official ID.
Click **“Accept and continue”**.

![Persona identity verification introduction](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-17_1o84k5y.png)

### Step 18 – Confirm the country

Choose the **country of residence** for the verification (e.g. Canada), then click **Confirm**.

![Country of residence selection](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-18_1rm05vk.png)

### Step 19 – Select the ID

Choose from the following options:

- Driver’s licence
- Health insurance card
- National identity card
- Passport
- Permanent resident card

![ID type selection](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-19_1gf90wv.png)

### Step 20 – Uploading the ID

Upload a clear photo of the front of your ID.
You can take it directly with your device or **“continue on another device”**.

![Upload of the front of the ID](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-20_1yyqk1h.png)

### Step 21 – Facial verification

Persona will ask you to take a photo of your face to confirm that you are the document holder.
Click **Start** or select **“Continue on another device”** if you prefer to use your phone.

![Facial verification with Persona](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-21-validation-de-lidenti_1kmy7s2.png)