Typically, prospects come from RentCafe and they are screened in that application.
You can also do the screening in Breeze, for example, if a prospective tenant comes to your office and applies for a unit. There are two conditions:
The property must be published on RentCafe with screening enabled.
The prospect must pay the application fee. (This can be done in Breeze.)
If these requirements have been met, the Prospect screen includes the Screening tab.
Full screen:
Complete three tabs of screening data: Applicant Information, Address Information, and Employment Information.
The requested information is summarized below:
Applicant Information | Name, Address, Contact information (phone, email), Social Security Number, Birthdate. Information about the proposed lease is entered automatically. |
Address Information | Current address and two prior addresses, with move-in and move-out dates. |
Employment Information | Current employer's name, the start date, and income. |
Note: Not all the fields are required -- required fields are marked with an asterisk.
Complete the checkboxes for Consent Obtained and Include in Screening.
Click Process Screening. The screening process takes a few minutes. When it is finished, Breeze displays the Prospect Information tab with a message at the top: Applicant Screening: Complete.
To view the screening report, click the message. The report opens in a separate window.
Re-screening Prospects in Breeze
You can use the Screening tab to review and edit screenings that were done in RentCafe. Then you can re-screen the prospect, if necessary.
Use the tab as shown above, except that instead of entering new data, you can just edit the fields that need to be changed. (If you need to erase all the data and start over, click Reset Screening Data.)
When the data is ready, click Process Screening.
Adding Additional Applicants
Sometimes a prospect may apply online and forget to add a co-applicant. After they submit their application fee, the application will lock. They can't add anyone else through RentCafe.
However, you can manually add an additional applicant from the prospect screen in Breeze. You will need to collect the answers to the screening questions directly from the applicant and populate the screening tab. This will allow you to screen the additional applicants as well.