Skip to content
English
Contact us Customer portal
Go to main page
  • There are no suggestions because the search field is empty.

Customize Reference Check Form Instructions

Customize the instructions displayed at the top of the Reference Check Form to provide references with clear guidance and explain why completing the form is important. Clear instructions can help references understand what is expected and encourage them to complete the form.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Application & Profile Builder, as shown in the screenshot below.

image1

Step 2: Click the Filter by type box to open the dropdown list.

image4

Step 3: Select the Reference Check option from the dropdown list.

image3

Step 4: Click the gear icon under the Actions column next to the Reference Check builder for the Candidate user type. 

image6

Step 5: Click the Instructions & Messaging tab from the available tabs.

image8

Step 6: Edit the text as you want in the Profile Instruction field.

image2

Step 7: Click the Save button to proceed.

image5

The updated instructions will appear at the top of the Reference Check Form.

image7