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Insight Screening Solutions

Guides & Downloads

Practical resources you can put to work.

Explore guides, checklists, templates, and planning tools for building stronger screening and verification workflows.

Resource Library
Updated
  • GuideBuilding a screening program12 pages
  • ChecklistApplicant document checklist1 page
  • UpdateCompliance updates this quarterNew
  • FAQQuestions before choosing a partner20 answers

What these resources are for

  • Understand the process

    Gain clarity with practical guides and plain-language resources.

  • Plan your program

    Use templates and checklists to move from insights to action.

  • Equip your team

    Share resources that help your team work with confidence.

Find the right resource

Search and filter to quickly find guides, tools, and templates that fit your needs.

Guide

Soon

A Screening Checklist for New Property Managers

What to settle before the first application arrives: which searches belong in your resident package, who places orders, and where results need to land.

5 min read

Guide

Soon

Preparing Your Team for Employment Screening

How hiring teams divide the work of screening — who orders, who reviews, and how role-based packages keep both consistent as headcount grows.

6 min read

Tools built for action

Practical templates and planning resources to help you implement and strengthen your screening program.

  • Property Manager Screening Setup Checklist

    Planned

    A step-by-step checklist to help you set up a consistent and effective screening process.

  • Employment Screening Program Planner

    Planned

    A guided workbook to help you plan, organize and launch an employment screening program.

  • Background Report Review Guide

    Planned

    Learn how to review background reports more effectively with practical tips and checklists.

Some resources are open. Some ask for a little information.

  • Read online

    Our educational guides and articles are available to read without a form.

    • No form required
    • Available on any device
    • Shareable with your team
  • Downloadable tools

    Higher-value templates, checklists and workbooks use a short form to access.

    • Templates and workbooks
    • A short form to access
    • Available without subscribing to marketing emails

Need guidance specific to your screening program?

Our team is here to help you find the right solutions for your needs.