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The 5 Steps of Screening Tenants - Page 2

The 5 Steps of Screening Tenants - Page 2

Article Index
The 5 Steps of Screening Tenants
Step 1: First Contact
Step 2: Showing the Property
Step 3: The Application Process
Step 4: The Approval Process
Step 5: The Lease Signing
All Pages


STEP 1: First Contact

From the very first contact with the tenant, the screening process has begun. Whether you are the landlord, real estate agent or property manager, the same still holds true.

First Contact is usually by telephone, so you need to ask the right qualifying questions in order to decide if you should proceed to step 2. Advise customers of your up front rent and security deposit requirements and other important facts regarding the rental that may help disqualify the prospect.

I suggest you make a list or prospect card of questions to ask and have it handy while you conduct your first contact interview. For example:


  • Name:
  • Phone:
  • Reason for Moving:
  • # of People & Relationship to You:
  • Intended Rental Term:
  • Occupancy Date:
  • Pets:
  • Smoking:
  • Credit:
  • Landlord Reference?

Please note that anyone who has a problem answering your questions (as long as you ask them politely), probably will not qualify for your rental. Serious customers want to make a good impression on you and should be happy to answer your questions. This process can save you and customers a lot of time and trouble.