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Insight Screening Solutions

Workflow Automation

Automate the handoffs. Keep people in control of the decisions.

ISS connects applications, screening, verification, review, reporting, and communications in a configurable workflow — helping routine steps move forward while your team stays focused on exceptions and decisions.

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Workflow Builder
In Progress

Jordan Taylor

Applicant

Property:
Maple Grove Apartments
Program:
Tenant Screening
Created:
Apr 14, 2026
  1. Application CompleteApr 14
  2. Authorization ReceivedApr 14
  3. Screening In ProgressApr 15
  4. ISS ReviewIn Progress
  5. Client ReviewPending
  6. CommunicationReady

Human review

Our team reviews results for accuracy and flags items that need attention.

  • Configurable workflows
  • Automated handoffs
  • Exception visibility
  • Human review

One connected workflow — from request to resolution.

A flexible, end-to-end process that keeps routine work moving and people focused on what matters.

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Start the Request

Client, integration, or branded application initiates the record.

New Request
Started

New screening request

  • Started fromIntegration
  • PositionWarehouse Associate
  • LocationDistribution Center 2
  • PackageApplied by role

One record from the start

Every later step — invitation, services, results — attaches to this request.

Automation supports the process. ISS does not make the client's hiring, housing, volunteer, or eligibility decision.

Build workflows around your organization.

Configure rules that match your process. Workflows can vary by client, property, position, location, or program.

  • Triggers you select, actions the workflow supports
  • Variations by client, property, position or location
  • A client action can be one of the triggers

When (where configured)

  • Request created
  • Application submitted
  • Information missing
  • Service completed
  • Report ready
  • Client action selected

Then (when supported)

  • Send invitation
  • Assign package
  • Notify team
  • Request information
  • Route for review
  • Prepare communication

Common workflow templates

  • Tenant & Resident Screening

    Rental housing applications and occupants.

  • Employment Screening

    Employers and job candidates.

  • Volunteer Screening

    Volunteers and program participants.

  • Driver & Fleet Screening

    Drivers and fleet programs.

  • Industry-Specific Programs

    Custom workflows for your industry.

Automate routine candidate and applicant communications.

Keep applicants informed with timely, consistent messages where configured.

  • Branded invitation
  • Reminder to complete application
  • Missing-information request
  • Drug-screen scheduling instructions
  • Application completion confirmation
  • Status update when appropriate
  • Consumer report copy delivery
  • Pre-adverse and final adverse-action support

Communications support the process. ISS does not take an action initiated only after client review and action. Clients remain responsible for their criteria, notices, waiting periods, individualized assessment where required, and final decisions.

Keep exceptions visible.

Routine work can match forward while incomplete, conflicting, or review-sensitive items are routed to the appropriate person.

  • Exceptions routed to the right person
  • Priority and waiting time visible
  • Notes stay attached to the case
  • Nothing passes through silently

Connect applications, screening, and verification.

A unified platform from start to finish. Not every service is available in every workflow.

  1. Applications
  2. Screening & Verification
  3. Review & Delivery

  • Applications

    QuickApp + QuickLeasePro + integration-created requests

  • Screening & Verification

    Criminal + credit/eviction + MVR + drug screening + identity + income + employment + education + landlord + references

  • Review & Delivery

    ISS report review + QuickView + client communications + documented activity

Configurable by workflow. Available services vary by program.

Decision support without automated decision-making.

Organize information, highlight items for review, and track client decisions.

  • Scores, grades or status labels organize information using client-selected criteria
  • They do not replace individualized review or make the final decision
  • Scoring is optional, criteria are yours, and manual review and override remain available

ScoreCard Pro

Overall decision

B — Conditional

Client-configured recommendation

  • Income to rentConditional
  • Credit scorePass
  • Delinquent accountsPass
  • Criminal recordsReview
  • Eviction recordsPass
  • Employment verificationPass

Client criteria

  • Apply scoring (optional)
  • Show review flags
  • Use status labels
  • Manual review required
  • Allow override
  • Document client action

Configure packages without rebuilding every order.

Create role-based packages with optional add-ons and client, property, or location variations.

Examples are illustrative. Clients select services based on permissible purpose, applicable requirements, and their own program criteria.

Package Builder

Property Manager▾

  • Credit report
  • Eviction history
  • Criminal background
  • Identity verification
  • Income verification

Add service

Package examples

Property Manager

Credit, eviction, criminal, identity, income

Driver

Criminal, MVR, drug screening, employment

Healthcare Role

Criminal, drug screening, licence, employment, education

Volunteer

Criminal and registries configured to program

Integrations extend the workflow.

  • TazWorks marketplace integrations

    Work within your existing tools where a supported connection is in place.

  • ISS Bridge — in development

    Place orders and view status without leaving the system your team already uses. Initial focus AppFolio; Yardi, Buildium and RentVine planned.

  • TazAPI connections

    TazAPI Basic (XML) and TazAPI Advanced (JSON) for configured system-to-system workflows.

Integration availability and supported actions vary by platform, client setup, and provider authorization.

Technology where it helps. People where they matter.

  • Automation

    Invitations, routing, status changes, reminders and package assignment.

  • ISS team

    Implementation, report review, source and vendor follow-up, applicant and client assistance, and exception handling.

  • Client team

    Criteria, individualized assessment, final decision, required notices and policy.

Document the activity behind the process.

View key milestones and activity, available where configured.

  • Apr 14

    Invitation sent

    Candidate invitation email delivered.

  • Apr 14

    Application completed

    Applicant submitted all required information.

  • Apr 15

    Services ordered

    Screening and verification services initiated.

  • Apr 16

    Review activity

    ISS team reviewed and added notes.

  • Apr 16

    Record completed

    Communication sent and all configured steps completed.

See how the workflow runs

Security, privacy, and responsible workflow design.

Built to protect information and support a consistent process.

Role-based access

People see the programs and records their role covers.

Candidate and applicant authorization

Screening proceeds on a recorded authorization.

Secure information handling

Information is handled through the configured workflow.

Configured permissions

Permissions are set with ISS around your structure.

Documented review activity

Review steps and notes stay attached to the case.

Client-controlled criteria

Your criteria, applied the same way every time.

Human escalation

Exceptions route to a person rather than passing through.

Ongoing monitoring and improvement

Configuration is adjusted as programs evolve.

No workflow can guarantee compliance or eliminate every error. ISS helps clients establish a more consistent, documented process; clients remain responsible for legal requirements and decisions.

See the Platform

Questions

Frequently asked questions.

It is set up with ISS around how your organization already works: which applications go to whom, what your criteria are, and where completed reports should land. Once configured, it applies the same way every time without your team re-enforcing it.

Move routine work forward without losing human oversight.

Let ISS configure a connected workflow around your applications, screening services, review process, and communications.

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