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Pre-screening walkthrough

Pre-screening a rental applicant is an easy way to gather basic information and gain quick insights about a potential applicant before running a credit report on them. 
SingleKey offers a free tool that allows landlords to pre-screen their tenants by using a customizable form. Log in to your SIngleKey account and click the “Pre-Screen” option at the top of the screen to get started.

Step 1: Log in to your account

Log in to your SingleKey account and click the Pre-Screen option at the top of your screen. 

Step 2: Customize your form

Under “Narrow down your list of inquiries,” select the Preview form button. This will take you to a new screen with fields on the right-hand side to toggle on and off. Decide from a variety of criteria, such as household income range and source of income, to include on the pre-screening form. 

Step 3: Invite the tenant

Now that you’ve customized your pre-screening form, click the blue Get Started button to invite a potential tenant to complete it.

In the pop-up window, choose your rental unit from the first drop-down menu, or add a new property. Next, enter up to five renter’s email addresses. You may also copy the link to share the form.

 

Click the Send button if you’re ready to invite your tenant to fill out the form, or select Preview form if you’d like to review or change the pre-screening criteria. 

Step 4: Manage the status of pre-screenings

Once you send a pre-screening invitation, the tenant will receive an email within minutes from SingleKey requesting that they complete the form. 

Through your SingleKey dashboard, you’ll be able to see which applicants haven’t filled out their pre-screening form yet and decide if you’d like to send them a reminder. 

Our pre-screening tool also has search and filter options, so you can find applicants quickly by their name, address, email, the date the application was sent, or by your rental unit’s address.

Step 5: Select your top candidates

As pre-screening forms are completed, you can easily sort rental applicants by credit score and income.

Narrow down your top choices and choose which prospective renters to continue screening by running a full credit report on them.


Visit How to Pre-screen Tenants Using SingleKey for a step-by-step guide on how to use our pre-screening tool.

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