Placing an Individual Direct Order

Before placing an individual direct order, you will need to have collected all of your candidate's information, including the disclosure and signed authorization forms.

In order to place a direct order, you must have the "Order Reports" and "View Reports" permissions. 

Optional permissions include "Order Reports for Other Users" and "View All Reports for Other Users"

The following information from your candidate is required to place a direct order:

• First and last name
• Middle initial
• Social Security Number (SSN)
• Date of birth
• Address

Note: depending on the products being ordered additional information may be required.

First, login to the Verified First portal and click the Order button at the top-left:

Next, you will need to enter basic information about your candidate. Required fields are marked with an asterisk:

Select your package and designate a file owner. You'll notice the package you selected pre-checks products for you, but you can uncheck these products and add additional products if you would like (and your permissions allow it).

Scroll to the bottom of the page and select Next. If you do not have the signed disclosure and authorization forms and/or all of your candidate's personal information, you will need to place the order as an applicant invite order so the candidate can complete the missing information. For assistance with this workflow, see Placing an Applicant Invite Order.

Finish entering the rest of your candidate's personal information. Click Next:

The order summary page is where you can review the candidate information that was entered and confirm the correct products were entered:

PLEASE NOTE: Carefully review the information on this page. If any of these fields are auto-filled with your information instead of the applicant's, please work with your team to correct whatever in your system is overriding and auto-filling information.

(Scroll down to the bottom of the page)

At this point, you are given the option to upload the signed disclosure and authorization forms. While this step is optional, it is highly recommended that the forms are uploaded in case they are needed in the future.

Once you are ready to submit your order, you must first check the box certifying that you have satisfied all the necessary FCRA requirements contained within it:

Once you have finished reviewing the information and you are ready to order the background screen, click Submit Order to begin processing the information. File subscriber(s) will be notified via email with a link to view the report once the order is complete. 

If you would like to learn more about other ordering methods available to you, please click on the links below:

Placing an Individual Applicant Invite Order

Placing a Batch Order via Direct Order

Placing a Batch Order via Applicant Invite

The information and opinions expressed are for educational purposes only and are based 
on current practice, industry related knowledge and business expertise. The information
provided shall not be construed as legal advice, express or implied. 

If you have any further questions, or need a product enabled on your account, 
please contact Verified First Client Services for assistance.

Call 844-709-2708 or email clientservices@verifiedfirst.com