Direct: Provide Sharable Link for Owner Bank Account Verification

Why: Property managers use Hospitable to manage units on behalf of many different owners. Payouts may go to the property owner rather than the manager. There is no good method to add owner specific payout information without:

  1. giving them access to the Hospitable account

  2. Creating a user on Hospitable and giving them access to all Direct info/settings

  3. Completing verification of sensitive information on behalf of property owner

Solution: Allow Hospitable user to add a new payout method with property owner's name and contact info (phone & email). After new payout account is "created," an additional option should exist, allowing Hospitable user to send the property owner a link to the payout verification steps.

How this would look: On the "Account Created" page, an additional button would be added, titled "Send verification to 3rd party." When clicked, a unique URL would be generated and copied to the clipboard. A message would appear in green alerting user that a URL has been generated and copied to the clipboard.

On the "Payout Method" page, a "Send" option would appear next to the "verify" button. When clicked, unique URL is copied to the clipboard.

URLs can be sent by Hospitable user to the specific property owner via email for them to complete payout method verification.

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Upvoters
Status

Completed

Board

πŸ’‘ Feature requests

Tags

Direct

Date

Almost 2 years ago

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