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Answer · Advertising & listings

How do I pre-screen leads before a showing?

The short answer

Use a short, consistent set of questions to confirm basic timing and property needs before scheduling. Pre-screening should not replace a lawful application review or collect unnecessary sensitive information.

On this page

Keep the questions practical

Ask about the desired move-in date, intended lease length and whether the prospect has reviewed the advertised terms. Explain the application process. Do not ask about religion, family plans, disability diagnoses or other protected characteristics.

Separate scheduling from screening

Do not request identity documents or bank records through an informal inquiry form just to book a showing. Use the appropriate secure application process when verification is needed. Check local restrictions before using income or other criteria to exclude a prospect.

Apply the process consistently

Use the same relevant questions and maintain a record of responses. Provide a way to request help or an accommodation. Example: if the available date does not work, explain the timing rather than recording a vague judgment about the person.

Your next-step checklist

  • Ask about timing and published terms
  • Avoid unnecessary sensitive documents
  • Use consistent relevant questions
  • Provide a way to request assistance

Sources and further reading

Written and maintained by the Rentari team. Examples explain a decision; they are not customer results. Found an error or an unclear step? Send a correction with this page's address and the detail to review.

Your next step

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