pre-qual automation
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pre-qual automation (by Bonanza [NC]) Jun 6, 2023 6:45 AM
       pre-qual automation (by J [IN]) Jun 6, 2023 7:11 AM
       pre-qual automation (by DJ [VA]) Jun 6, 2023 8:54 AM
       pre-qual automation (by Jason [VA]) Jun 6, 2023 8:55 AM
       pre-qual automation (by Bonanza [NC]) Jun 6, 2023 9:17 AM
       pre-qual automation (by S i d [MO]) Jun 6, 2023 9:31 AM
       pre-qual automation (by Oregon Woodsmoke [ID]) Jun 6, 2023 9:39 AM
       pre-qual automation (by Jason [VA]) Jun 6, 2023 9:48 AM
       pre-qual automation (by Alan [CA]) Jun 6, 2023 10:13 AM
       pre-qual automation (by GKARL [PA]) Jun 6, 2023 11:25 AM
       pre-qual automation (by Bonanza [NC]) Jun 6, 2023 12:44 PM
       pre-qual automation (by ed [CA]) Jun 6, 2023 1:40 PM
       pre-qual automation (by Ed [CA]) Jun 6, 2023 2:04 PM
       pre-qual automation (by Simplify [NY]) Jun 6, 2023 3:16 PM
       pre-qual automation (by MikeA [TX]) Jun 6, 2023 8:38 PM

pre-qual automation (by Bonanza [NC]) Posted on: Jun 6, 2023 6:45 AM

Some of you might remember that I am fairly hands on with my screening process (and unfortunately resistant to change). At the convention, one of the speakers inspired me to streamline my process a bit and since the last 2 vacancies made me work more than I wanted to I am now open to suggestions (sometimes you do have to beat a dead horse).

If you would, can you describe how your process works after you start to advertise the rental. I know some of you have a pre-qualification form that people fill out before showing the unit.

What questions are you asking? What are you doing after they "pass" the pre-qualification? What are you doing if they don't qualify? Is it a google doc form or some other way?

Are you using a calendar app to schedule appointments? Which one? How's it working?

The more details the better. Thanks in advance - ya'll are the best.

I really enjoyed seeing you folks at the convention.


pre-qual automation (by J [IN]) Posted on: Jun 6, 2023 7:11 AM

Just some ideas I have seen that some landlords have had success with. Jotform or google docs for the pre qual answers, no SS#. Basically same questions as on the application. Get great pictures. Maybe do a walk thru video with your ad so prospects can really get a feel for what you have to offer. The pictures and video really help people to know if they are gonna want it if they get approved. Screen the pre qual form. Then set up a meeting to meet the prospect at the unit so they can walk thru and if they want it fill out a full application and then get final approval which may take up to 3 days. Then meet to sign lease. Some have had success with Zillow applications too.

pre-qual automation (by DJ [VA]) Posted on: Jun 6, 2023 8:54 AM

It was great to see you, bonanza.

I begin by putting in the ads one email address as the only contact for inquiries.

EVERY email that comes to that gmail address get an automatically generated vacation responder message with a brief "thank you for interest / answer these to get started" message. It includes a link to my google form pre-application questionnaire.

Many of them don't ever complete it, so that thins out the numbers you need to respond to.

If you know a computer programmer, (or know how yourself)they can set it up so the answers from the submissions go into a spreadsheet for easy viewing.

If you are really tech savvy, (like someone on this Q&A who did it for me), there can be an automatically generated response to each inquiry. Either "your info's been received / someone will contact you" type message or a rejection type.

He also set it up where I only get an email to notify me when someone has "passed". Then I contact them manually from there, by email, and give them the link to the page on my website that has even more info about the house & qualifying, and a place where they can sign up for a showing.

pre-qual automation (by Jason [VA]) Posted on: Jun 6, 2023 8:55 AM

Search for “Automation” in the subject line and you’ll find my Google form example.

How my system works: I advertise online, the prospect emails and receives an instant email reply with property info, a walkthrough video, and a link to my form with instructions on how to fill out.

If they don’t pass pre-screening, they get an instant automated “thanks but no thanks email”

If they do pass, they get an instant, automated personalized email letting them know well be in touch.

When they have a showing scheduled, I mark it on my calendar. If they pass prescreening and after a 2 day delay if they aren’t on my calendar, the automated system sends a follow up email to let them know to reach out to schedule a showing.

I have different requirements for different properties—all automated behind the scenes.

pre-qual automation (by Bonanza [NC]) Posted on: Jun 6, 2023 9:17 AM


How do you get google forms to pull in your house info? Or is that a bit of tech that is above my pay grade?



SPRINGFIELD - 3 BED/2 BATH: 1,895 PER MONTH --71.69.xx.xx

pre-qual automation (by S i d [MO]) Posted on: Jun 6, 2023 9:31 AM

I haven't found a good way to 100% automate my pre-qual steps, because one of the steps is a quick background search on our state's online free court case website (CaseNet).

Other than that, I have 5 questions:

1) Documentable Income

2) Current housing situation (own, rent, living w/family or friends, hotel, other)

3) Reason for moving

4) Earliest move-in date

5) Ever been evicted or left owing a LL money?

Now they can LIE on those obviously, but if they are honest and answer something that fails my criteria, then they saved me the time and effort. The idea is having a "quick 'n dirty" method to reject the patently unqualified. The liars get weeded out in the full app process later, after they pay some $ for my efforts.

It takes me about 10 seconds to review a pre-qual app, other than the CaseNet search. That can take a minute or two depending on the name (Joe Smith gets a lot of hits....)

Works fast enough for me. If I ever need to do 100s of those daily, I'll hire someone (my kids) for $15/hour or something.

pre-qual automation (by Oregon Woodsmoke [ID]) Posted on: Jun 6, 2023 9:39 AM

Just showing a slight indication that the landlord is going to do some checking will get rid of a big chunk of your applicants. There are tenants who are looking for a landlord who won't screen and who picks tenants by his gut feeling. They know they can't pass even a mild screening so they move on, still looking for a landlord they can fool into taking them.

pre-qual automation (by Jason [VA]) Posted on: Jun 6, 2023 9:48 AM

Bonanza, I’m an automation engineer as my 9-5. I’ve programmed everything from the ground up.

pre-qual automation (by Alan [CA]) Posted on: Jun 6, 2023 10:13 AM

I concur with Oregon Woodsmoke's comment.

pre-qual automation (by GKARL [PA]) Posted on: Jun 6, 2023 11:25 AM

My prescreening form is a mini application requiring they upload their ID and proof of income. I find the ID important as it has the information I need to check court records. Most folks don't complete. I generally have only a few showings and save tons of time. As Oregon said, any hint of screening thins the herd.

pre-qual automation (by Bonanza [NC]) Posted on: Jun 6, 2023 12:44 PM

Well I got a google forms set up that I like. I wish I could have it select a house like Jason's form does but I made a short question of "Which house are you interested in?" which will do the same thing I guess.

One thing I did add a box that was just a picture of the fair housing logo with a statement " All homes are offered without regard to race, color, religion, national origin, sex, disability or familial status."

Now I need to figure out calendar apps . . . . --71.69.xx.xx

pre-qual automation (by ed [CA]) Posted on: Jun 6, 2023 1:40 PM

I don't book appointments with tenants. I have an 'open house' and they can all come and look at the place. When I have a rental almost ready to go, I run an ad; when they inquire about the place, I email them the 5 or 6 pre-qual questions - many people don't respond because they figured out this LL isn't going to roll over and rent to just anyone. Those who have good answers will get an email reply from me letting them know when I will be having an 'open house' and the address of the place. In that email, I also include an application and let them know all other documentation I will require with the application. Many show up with everything filled out and ready to hand over to me. --108.201.xx.xx

pre-qual automation (by Ed [CA]) Posted on: Jun 6, 2023 2:04 PM

I do NOT schedule private showings for every tenant for several reasons. 1. It's inefficient as hell. 2. Too many no-shows. They either contact me 2 minutes before or some time afterwards asking for another showing. 3. It makes the LL look desperate. 4. It kinda puts the applicant in charge dictating my schedule... and they're not even my tenant yet. 5. It makes them think I'll be willing to cater to their whims at the drop of a hat, and damages what I consider to be an appropriate LL/tenant relationship. I don't like to give tenants, much less applicants the idea that I'm going to accommodate their every whim at any stage of the rental game. I do my best to be professional, courteous, reasonable, responsible and fair with a tenant, but I don't ever give them the idea that they're in the drivers seat (which is also why I don't do leases). 6. It infers that I have the place rent-ready when often, I want to show the place prior to having it fully completed. --108.201.xx.xx

pre-qual automation (by Simplify [NY]) Posted on: Jun 6, 2023 3:16 PM

We don't prequalify, but we do have the application automated (thanks to Appfolio).

The prospect has to complete the application before viewing properties. We review income info before scheduling any viewings. If they want to move forward to lease, we run the background check. If they don't and it's within 6 weeks of initial application, we refund the application fee (NYS so limited to $20 pp)

pre-qual automation (by MikeA [TX]) Posted on: Jun 6, 2023 8:38 PM

I don't schedule with them either. Once they are prequalified they get a text back with the time for the next 2 open houses. I started doing it this way when there were more applicants than properties available, if it ever slows down I might go back to individual showings.

I do a 45 minute open house, morning one day and evening the next day. If I don't have a taker by the 3rd day then I schedule the next 2.

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