This article explains how TenantTech users can send an applicant to screening from within the program. You will learn how to locate an applicant, select Send to Screening, and review key details before submitting, including rent amount, unit number, notes, and screening product.

*Note: This feature is only available to properties utilizing a screening company that is integrated with TenantTech. If your property or company does not use an integrated screening provider, the Send to Screening option may not appear.
Steps on How to Send an Applicant to Screening 


1. Hover over the Residents tab and select Applicants from the drop-down menu.




2. From the applicant list, select the applicable applicant or applicant group.




3. From the applicant’s details panel, select the Send to Screening menu option.


Tip: If the Send to Screening button is grayed out, the applicant cannot be sent to screening yet. Hover over the button to see which required actions must be completed first.

 


*Note: If you select an applicant group, the Applicant Details Panel displays a group management menu in addition to the standard menu for individual applicants. Properties utilizing the integrated screening service through Western Reporting will see a group menu option to Send Group to Screening, allowing them to send the applicants to screening as a group rather than individually selecting each applicant to send to screening. This group menu option is only available for properties utilizing Western Reporting’s applicant screening services.




4. A pop-up window will appear, prompting. users to confirm the following information:
  • Rent Quoted Amount -- Confirm or enter the quoted rent for the unit.
  • Notes -- Allows you to leave notes for screening company.
  • Unit Number Wanted -- Confirm that the unit the applicant is applying for is selected. 
  • Product -- From the drop-down menu, select the screening product and report type that you are requesting from the screening provider. 


Once all the information has been entered and confirmed, click the Send to Screening button found in the bottom left corner of the window.



Video Resource

https://vimeo.com/1172584435?share=copy&fl=sv&fe=ci

Password: Screening%3