For Rental Companies

How FastTrack Saves You Time on Customer Screening

Automate customer verification and reference checking to approve reliable renters faster while reducing risk.

Customer verification for equipment rentals typically requires collecting portfolios, checking references, verifying business information, and reviewing social media profiles. FastTrack consolidates this process into a single submission form with automated verification.

Standard Process vs. FastTrack

Manual Verification Process:

  • Customer emails portfolio files
  • Staff manually searches company name
  • Individual phone calls to references
  • Manual verification of social media profiles
  • Business registration checks
  • Compilation of notes across multiple systems
  • Time per customer: 60-180 minutes

FastTrack Process:

  • Send customer unique submission link
  • Customer completes portfolio and reference form
  • System performs automated verification checks
  • Staff reviews organized summary dashboard
  • Time per customer: 10-15 minutes

How to Send a FastTrack Request

1. Access your admin dashboard and navigate to FastTrack 2. Click "New Submission" and enter customer email 3. Customize the request (select required fields) 4. Send the link via automated email or copy to send via text

Each link is unique to the customer and can only be submitted once.

What FastTrack Collects

Portfolio Information:

  • Work samples (images, videos, or portfolio links)
  • Company name and website
  • Social media profiles (LinkedIn, Instagram, etc.)
  • Project descriptions and client information

Reference Details:

  • 2-3 professional references with contact information
  • Relationship to customer (previous rental house, client, colleague)
  • Automated organization for follow-up calls

Business Verification:

  • Company registration status
  • Website age and authenticity
  • Social media account verification
  • Contact information validation

Reviewing Submissions

The admin dashboard displays all collected information in a structured format:

  • Portfolio images and videos in gallery view
  • Social media profiles with verification status
  • Reference contacts ready for follow-up calls
  • Risk indicators based on verification checks
  • Historical submission data for returning customers

How to Approve or Decline

1. Review portfolio to assess experience level 2. Check verification indicators for any red flags 3. Contact references if additional verification needed 4. Click "Approve" or "Decline" with optional notes 5. Customer notification sent automatically

Approved customers are marked in your system for faster processing on future rentals.

Integration with Existing Systems

FastTrack works alongside your current rental management software:

  • Customer data can sync to your inventory system
  • Verification status travels with customer records
  • Submission PDFs downloadable for physical files
  • API available for custom integrations

The system handles only customer verification - your existing inventory and order management tools remain unchanged.

Training Your Team

Initial Setup: 1. Configure required fields for your verification needs 2. Set up email templates and branding 3. Define approval criteria for your team 4. Enable test mode for staff practice

Daily Operations: 1. Send FastTrack link when new customer inquires 2. Receive notification when submission is complete 3. Review organized dashboard 4. Approve or request additional information 5. Proceed with rental in your inventory system

Common Use Cases

First-Time Renters: Require full FastTrack submission with portfolio and references before approving any rental.

High-Value Equipment: Even for known customers, request updated portfolio showing recent relevant experience with similar gear.

Production Companies: Review client lists and project portfolios to assess typical production scale and equipment familiarity.

Repeat Customers: FastTrack maintains historical data, allowing you to see their original submission and any updates.

Frequently Asked Questions

What information does FastTrack verify automatically?
FastTrack checks social media presence, business information, and contact details. For security reasons, we don't reveal all verification details on publicly accessible pages - complete information is available to verified rental house customers within the platform.
Can customers fake their information?
FastTrack uses multiple verification methods to ensure legitimacy. Our anti-fraud measures (available to verified rental house customers within the platform) help catch suspicious submissions.
How does this integrate with my existing rental management system?
FastTrack can sync customer data with supported inventory systems automatically. When you approve a customer, their verification status and information can be added to your existing customer database.
What if I still want to call references?
Absolutely! FastTrack organizes reference information for you. You can still call them if you want - the information is just ready to go instead of scattered across emails.