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Understand how the pre-screener works

Learn what the free questionnaire collects and where to review a renter’s answers.

Open Renters, then Leads, to see your contacts, auto-send status and public questionnaire link. Use Manage questions if you want to preview or customize the form.

Understand the questionnaire

The pre-screener collects self-reported move-in plans, household income, occupants, pets, smoking and initial questions. Employment answers are optional. It does not run credit or background screening.

Pre-screener settings with an enabled status, preview control, and initial question.
The current setting and first question; no changes have been saved.

Send or share it

Open Renters > Leads. Use Send pre-screener for an active lead with an email, or expand Share pre-screener link and copy the public renter link. Review auto-send status in the banner.

Read completed answers

Open the lead’s profile and review the Pre-screener section and Completed state. Use the answers to discuss a showing or an application, then check the separate next-step record.

Check the result

  • A completed questionnaire displays the renter’s answers in their lead profile.

FAQs

Does submitting it approve the renter?

No. The questionnaire is an initial conversation. Applications, supporting documents, screening and your decision are separate.

What happens when I invite the lead to apply?

Look for the person in Applicants. Their pre-screener answers remain on the profile, including the wording of the custom questions they answered.

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