Explore the Yardi Resident Screening Process, a comprehensive system for applicant vetting that includes data entry, credit and background checks, employment verification, and archiving.
1
Gather applicant's information
2
Enter information into Yardi System
3
Submit the information for processing
4
Set priority level for application screening
5
Request credit check for applicant
6
Review credit check results
7
Approval: Credit Check Results
8
Request criminal background check
9
Review results of criminal background check
10
Approval: Criminal Background Check Results
11
Request rental history
12
Review rental history
13
Approval: Rental History Review
14
Confirm applicant's income level
15
Request employment verification
16
Review employment verification
17
Approval: Employment Verification
18
Decide on application status
19
Communicate status to applicant
20
Archive application details in system
Gather applicant's information
This task involves collecting all the necessary information from the applicant. It is important to obtain accurate and up-to-date details to proceed with the screening process. Make sure to ask the applicant for their full name, contact information, current address, and social security number. Additionally, request details about their employment history, income level, and rental history. This information will be crucial in evaluating the applicant's eligibility for the rental property.
1
Company Name
2
Job Title
3
Employment Start Date
4
Employment End Date
1
Annual Income
2
Income Source
1
Previous Landlord
2
Address of Rental Property
3
Rental Start Date
4
Rental End Date
Enter information into Yardi System
Once the applicant's information is gathered, it needs to be entered into the Yardi System for further processing. This step is essential for keeping track of all applicant data and maintaining a centralized system for easy access and retrieval. Make sure to input the collected details accurately and double-check for any errors or missing information.
1
Company Name
2
Job Title
3
Employment Start Date
4
Employment End Date
1
Annual Income
2
Income Source
1
Previous Landlord
2
Address of Rental Property
3
Rental Start Date
4
Rental End Date
Submit the information for processing
After entering the applicant's information into the Yardi System, it needs to be submitted for processing. This step initiates the screening process and allows the system to generate reports and analyze the provided data. Ensure that all required fields are filled accurately before submitting the information for processing.
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High
2
Medium
3
Low
Set priority level for application screening
To effectively manage the screening process, it is important to set a priority level for each application. By assigning a priority, you can ensure that urgent applications receive immediate attention. Assess the applicant's situation, deadlines, and any specific circumstances that may require expedited processing. Decide on an appropriate priority level for the application based on the available options.
1
Urgent
2
High
3
Medium
4
Low
Request credit check for applicant
A credit check is an essential part of the screening process to assess an applicant's financial credibility. By reviewing their credit history, you can evaluate their ability to meet financial obligations and determine their reliability as a tenant. Request a credit check for the applicant to gather relevant credit information. Ensure that the provided credit check is accurate, up-to-date, and comprehensive.
Review credit check results
Once the credit check results are received, review them thoroughly to assess the applicant's creditworthiness. Analyze their credit score, outstanding debts, payment history, and any negative credit events. Determine if their credit report meets the desired criteria for tenancy. If the credit check reveals any concerning information, consider requesting additional documentation or seeking clarification from the applicant.
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Excellent
2
Good
3
Fair
4
Poor
5
No Credit History
Approval: Credit Check Results
Will be submitted for approval:
Review credit check results
Will be submitted
Request criminal background check
Conducting a criminal background check helps ensure the safety of the property and other residents. Request a criminal background check for the applicant to assess any potential criminal history. This step is crucial in identifying any red flags or concerns that may affect the applicant's eligibility. Make sure to comply with legal requirements and guidelines regarding the use of criminal background checks in your jurisdiction.
Review results of criminal background check
After receiving the results of the criminal background check, carefully review them to evaluate any criminal history associated with the applicant. Analyze the nature of the offenses, their severity, and recency to make an informed decision. Take into account local laws and regulations regarding the impact of a criminal history on tenancy. Consider any mitigating circumstances or opportunities for rehabilitation.
1
Clear
2
Minor Offenses
3
Serious Offenses
Approval: Criminal Background Check Results
Will be submitted for approval:
Review results of criminal background check
Will be submitted
Request rental history
Obtaining the applicant's rental history is essential in assessing their past behavior as a tenant. Request details about their previous rental experiences, including the landlord's contact information, the rental property's address, rental duration, and any relevant comments. This information allows you to understand their rental track record and determine if they are likely to be a responsible tenant.
1
Landlord's Name
2
Contact Number
3
Email Address
1
Address of Rental Property
2
Rental Start Date
3
Rental End Date
Review rental history
Carefully review the applicant's rental history to assess their past performance as a tenant. Evaluate factors such as the length of their previous tenancies, their behavior towards property maintenance, adherence to lease agreements, and any past issues reported by the landlord. Use this information to gauge the applicant's suitability as a tenant and make an informed decision.
1
Excellent
2
Good
3
Fair
4
Poor
Approval: Rental History Review
Will be submitted for approval:
Review rental history
Will be submitted
Confirm applicant's income level
Verifying the applicant's income level is crucial to ensure they have the financial capability to meet their rental obligations. Request the applicant to provide documentation supporting their income, such as pay stubs, employment contracts, or tax returns. Confirm the authenticity and accuracy of the provided income information to make an informed decision regarding their eligibility for the rental property.
1
Pay Stubs
2
Employment Contracts
3
Tax Returns
Request employment verification
Verify the applicant's employment status and details to validate their stated income. Contact the applicant's employer or HR department to confirm their employment. Request information such as job title, employment start date, current employment status, and contact details of the employer representative. This step ensures the accuracy of the income information provided by the applicant.
1
Employer's Name
2
Employer's Contact Number
3
Employer's Email Address
Review employment verification
After receiving the employment verification, review the details provided by the applicant's employer to confirm their employment. Assess the accuracy and credibility of the information, including the job title, employment start date, current employment status, and any comments or feedback from the employer representative. Consider any discrepancies or concerns raised through the employment verification process.
1
Confirmed
2
Unconfirmed
3
Inconclusive
Approval: Employment Verification
Will be submitted for approval:
Review employment verification
Will be submitted
Decide on application status
Based on the gathered information and evaluation of the applicant, decide on their application status. Review the credit check results, criminal background check results, rental history, income level, and employment verification to make an informed decision. Consider any potential risks, legal requirements, and internal policies while deciding on the application status.
1
Approved
2
Pending
3
Denied
Communicate status to applicant
Once the application status is determined, communicate it to the applicant promptly. Notify them of the final decision regarding their application, providing clear and concise information. If the application is approved, specify the next steps and any required actions. If the application is denied, clearly explain the reasons for the decision. Maintain professionalism and empathy in all communication.
Archive application details in system
Once the application status is communicated to the applicant, archive the application details in the system for future reference and record-keeping. This step ensures that all relevant information is securely stored and easily accessible if needed. Organize the archived applications in a systematic manner to facilitate retrieval and analysis when required.
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