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How to Screen a Tenant in Housing Market CRM

Tutorial 124 of 181 · 46 s

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Tenant screening in Housing Market CRM, part of the Pro plan, records applications for the homes your agency manages, the checks your own staff carried out, and the decision you reached. There is no credit bureau behind it: the checks here are the ones your agency does, written down so the office has one answer to "why did we take this tenant?". This tutorial takes an application, records the checks, reads the supporting documents, and sets the decision.

In this tutorial you will learn

  • What an application records
  • That the checks are your own, not a provider's
  • How to record a check and its result
  • How the decision is stored

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Tenant screening in the left menu.
  3. The checks here are your own. Nothing runs a credit search.
  4. Take an application for the home.
  5. Show the checks — and record each result.
  6. Record a clean check too. Otherwise it looks like no check at all.
  7. Write the decision down with its reason — the landlord will ask.
  8. Attach the documents, rather than describing them.
  9. One answer to *why did we take this tenant?* — for the whole office.