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Send or resend a pre-screener

Send an invitation or share the public questionnaire link.

Check the rental and contact details before sending. An existing-lead Send or Resend action emails immediately.

Send to a new contact

  1. Open Renters > Leads and choose Send pre-screener. If the list is empty, use Add lead or Add manually.
  2. Enter the name and choose the Rental. Add the contact details for your delivery choice.
  3. Check Send the pre-screener now. Choose Email, Text or Email and text. For texts, confirm They asked me to text them at this number only when true.
  4. Review the recipient, then choose Add and send. In the Add lead form, choose Add lead.
  5. Read each delivery result. Correct failed contact details before retrying.
Pre-screener delivery controls with sending enabled, Email and text selected, text consent unchecked, and Add and send.
  1. Check whether the invitation should be sent now.
  2. Choose Email, Text or Email and text.
  3. Confirm the text-consent statement only when true.
  4. Add and send submits the invitation.
Choose the delivery channel, confirm text consent only when true, and review the recipient before Add and send. No invitation has been sent in this view.

Send to an existing lead

Open an active lead's profile or three-dot menu and choose Send Pre-Screener. This emails the saved address immediately.

The action needs email and is available before the application process. Completed questionnaires do not offer it.

Owen Patel lead row with the three-dot menu open and Send Pre-Screener visible.
  1. Open the actions menu for the intended lead.
  2. Send Pre-Screener emails the saved address immediately.
Open the lead's three-dot menu to find Send Pre-Screener. Check the saved email first; choosing this action sends immediately.

Copy a link to share

  1. Open Settings > Pre screener. Under Share link, choose Copy.
  2. Share that public URL. You can also use Copy link under Pre-screener on the property's Marketing page when shown.
  3. The renter chooses the rental when needed and submits the form. Their answers appear in Leads.
Pre-screener settings Share link section with Copy and Preview pre-screener.
  1. Copy the existing public questionnaire link.
  2. Preview pre-screener opens the review view.
Use Copy beside Share link for the public questionnaire. Preview pre-screener opens your review view.

Resend an unanswered invitation

Open the active lead and choose Resend Pre-Screener when available. Check the saved email first, as this sends immediately. Ask the renter to check junk mail.

If they already applied or completed the questionnaire, review the existing profile instead.

Send to several leads

Select leads and choose Send selected pre-screener. Review recipients before sending. The review skips ineligible records and reports failed sends. Use individual resend for an invitation already sent.

After the renter responds

Rentari sends a completion notification. Review Pre-screener in the lead profile, then discuss a showing or invite the renter to apply. Sent does not confirm the invitation was read.

Check the result

  • Read the send result. After completion, the answers appear in the lead profile.

FAQs

Can I send while auto-send is off?

Yes. Manual sending and public-link sharing remain available.

Does every renter need email?

Existing-lead Send or Resend needs email. The new-contact form supports text with consent, and the public form accepts email or phone.

Can I use my phone?

Use these pages in your phone browser. These steps describe the web controls.

Why did sending fail?

Read the result and check contact details and lead status. Retry only failed invitations; use Review failed sends for a bulk result when shown.

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