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How do I pre-screen leads before a showing?

In a misty park at sunrise, a landlord walking a golden retriever talks through earbuds while checking his phone and an open notebook
  1. Same short questions
  2. Move-in date and needs
  3. Full review comes later

The short answer

Use a short, consistent set of questions to confirm basic timing and property needs before scheduling. Pre-screening should not replace a lawful application review or collect unnecessary sensitive information.

On this page

Keep the questions practical

Ask about the desired move-in date, intended lease length and whether the prospect has reviewed the advertised terms. Explain the application process. Do not ask about religion, family plans, disability diagnoses or other protected characteristics.

Separate scheduling from screening

Do not request identity documents or bank records through an informal inquiry form just to book a showing. Use the appropriate secure application process when verification is needed. Check local restrictions before using income or other criteria to exclude a prospect.

Apply the process consistently

Use the same relevant questions and maintain a record of responses. Provide a way to request help or an accommodation. Example: if the available date does not work, explain the timing rather than recording a vague judgment about the person.

Your next-step checklist

  • Ask about timing and published terms
  • Avoid unnecessary sensitive documents
  • Use consistent relevant questions
  • Provide a way to request assistance

Sources and further reading

The Rentari team writes and updates this guide. Examples illustrate decisions and do not describe customer results. Found an error or an unclear step? Send a correction with a link to this page and the wording you’d change.

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