This article is designed to help new users understand how to send an applicant to screening using TenantTech. It walks you through where to find an applicant, how to select the Send to Screening option, and what information you’ll be asked to review or enter such as the rent amount, unit number, notes, and screening product before submitting the request.
Important: This feature is only available for integrated screening companies. If your property or company does not use an integrated screening provider, the View Screening Report option may not appear.
Steps on How to Send an Applicant to Screening
Step 1 - Hover over Residents Tab
Step 2 -Select Applicants page in TenantTech.
Step 3- Select applicant from list in TenantTech.
Step 4 - In applicant’s details panel, select menu button – Send to Screening. See Image Below:
Step 5 - The system will provide users with the following pop-up window after selecting the menu option – View Screening Report. Site team users will confirm the information below and select Send to Screening. See Image Below:
- Rent Quoted Amount- confirm or enter rent quoted amount
- Notes- leave any notes for screening company
- Unit Number Wanted- confirm unit the applicant is applying
- Product- Select screening product and report that you wish to have completed on the applicant
Video Resource
https://vimeo.com/1172584435?share=copy&fl=sv&fe=ci