Pre-screening a rental applicant is an easy way to gather basic information and gain quick insights about a potential tenant before running a credit report on them. It’s a useful strategy in a landlord’s toolkit, especially when there are multiple rental applications. 

SingleKey offers a free tool that allows landlords to pre-screen their tenants by using a customizable form. Here’s a quick guide on how to use this simple yet powerful feature. 

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

Near the top of the page, 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. 

Once you’ve finished customizing the form, click the blue Save & close button to save it for all future tenant pre-screenings.

Step 3: Invite the tenant by email or by sharing the link

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

A modal will pop up to set up the invite. Choose your rental unit from the first drop-down menu, or add a new property.

Next, select how you’d like to send the invite(s). You can enter up to five tenant email addresses to invite, or copy the link to share directly with tenants, or to embed into your rental listings.