Tenant Screening Summary Against Owner Criteria

Takes the owner's screening criteria and the facts gathered on an applicant, then lays out each criterion as met, not met, or not yet verified.

Property managerProperty✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

Input from the manager: "Screening for Josephine Kato, owner of 5214 Clovervale St, Greenhill. Rent is $1,850. Her criteria: combined gross income at least 3x rent. Credit score 640 or higher for each adult. No evictions in the last 5 years. Current landlord reports no more than 2 late payments in the last 12 months and no lease violations. Employment verified for each adult. No more than 2 vehicles. One pet max, under 25 lbs. Applicants: Julian Lambert and Kai Mansour, moving from 5593 Cranevale Ave, Greenhill. Julian makes $3,900 a month gross, Kai makes $2,200 gross, both from pay stubs. Julian credit 668, Kai credit 631. Eviction search came back clear on both. Called Julian's employer, Keiko Oduya, she confirmed he works there and the pay. Haven't gotten through to Kai's employer yet. Landlord Karim Molina (336-555-0109) said one late payment in March, no violations, pays fine otherwise. They have one vehicle, a 2015 Chrysler Pacifica, white. One pet, a bearded dragon named Pickleback, haven't asked the weight. Our office is Dovevale Property Management, 336-555-0108. Write it up for Josephine."

AFTER · what the skill produced

Screening Summary for Josephine Kato
Property: 5214 Clovervale St, Greenhill
Monthly rent: $1,850
Applicants: Julian Lambert and Kai Mansour (currently at 5593 Cranevale Ave, Greenhill)
Prepared by Dovevale Property Management, 336-555-0108

Criteria check

Combined gross income at least 3x rent ($5,550 needed): Met
Julian $3,900 plus Kai $2,200 is $6,100 a month. Source: pay stubs for both.
Credit score of 640 or higher for each adult: Not met
Julian Lambert: 668, which meets the criterion. Kai Mansour: 631, which is 9 points below 640. Source: credit reports.
No evictions in the last 5 years: Met
Eviction search was clear for both applicants.
Current landlord reports no more than 2 late payments in the last 12 months and no lease violations: Met
Karim Molina (336-555-0109) reported one late payment, in March, and no lease violations.
Employment verified for each adult: Not verified
Julian's employment and pay were confirmed by Keiko Oduya at his employer. We have not yet reached Kai's employer.
No more than 2 vehicles: Met
One vehicle listed, a 2015 Chrysler Pacifica, white.
One pet maximum, under 25 lbs: Not verified
One pet listed, a bearded dragon named Pickleback. The weight has not been confirmed.

Tally: 4 Met, 1 Not met, 2 Not verified. Total criteria: 7.

Summary
The applicants meet your income, eviction, landlord reference, and vehicle criteria. Kai Mansour's credit score of 631 is below your 640 minimum. Kai's employment and Pickleback's weight still need to be confirmed. The decision is yours. We recommend confirming local fair housing and screening rules, including any notice required if an application is denied, with a licensed attorney or the local housing authority before you respond to the applicants.

Questions for the owner

Kai's credit score is below your written minimum. Do you want to hold to the criteria as written, or consider anything else? If you consider an exception, tell us so the same approach can be applied to every applicant for this property.
Should we keep trying to reach Kai's employer and ask the applicants for Pickleback's weight before you decide?

What it does

Takes the owner's screening criteria and the facts gathered on an applicant, then lays out each criterion as met, not met, or not yet verified. The owner gets a clear, consistent summary and makes the decision.

Use it when: Use when a property manager needs to compare a rental applicant's screening results against the owner's written criteria and produce a summary for the owner, such as: screen this applicant, summarize this application for the owner, does this tenant meet the criteria, or write up the screening results.