Tenant screening and application processing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Application submitted online

   Tenant completes and submits rental application with personal information, employment details, and references through the property management system.

   AppFolioBuildium
2. 2

   Action

   Collect application fee payment

   Automatically process application fee payment and send confirmation receipt to applicant while flagging unpaid applications for follow-up.

   AppFolioBuildium
3. 3

   Action

   Run comprehensive background checks

   Initiate automated credit report, criminal background check, and eviction history search using integrated screening services.

   AppFolioYardiTransUnion SmartMove
4. 4

   Action

   Verify income and employment

   Send automated employment verification requests to employers and validate income documentation against rental criteria requirements.

   AppFolioThe Work NumberBuildium
5. 5

   Decision

   Evaluate screening results automatically

   Compare credit score, income ratio, and background check results against predefined approval criteria to determine automatic approval, rejection, or manual review needed.

   AppFolioYardi
6. 6

   Action

   Generate approval or denial notice

   Create standardized approval letter with lease terms or compliant adverse action notice with specific rejection reasons and next steps.

   AppFolioBuildiumYardi
7. 7

   Output

   Send decision and update records

   Deliver screening decision to applicant via email and SMS, update tenant database, and trigger lease preparation for approved applications.

   AppFolioBuildiumYardi

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