How to Set Screening Criteria and Screen Applicants

1. In the sidebar, select Screening.
2. Select Configure screening. The Screening criteria page opens.

3. Under Jurisdiction, choose your province or state. The defaults follow that location’s rules.

   ⚠️ Heads up: Choose the jurisdiction first. Changing it later changes the defaults that apply to your profile.

4. Under Core criteria, set a weight for each factor with its slider, from Ignored (0) to Critical (5). The factors are Affordability, Credit, Rental History, Income Stability, References, Move-in Readiness, Lease Alignment, Application Completeness and Policy Compliance. Each card shows its share of the score and how Propurti scores it.

5. Under Legally-sensitive criteria, leave the factors off unless you need them.

   ⚠️ Heads up: These factors are off by default. Turning one on needs your explicit acknowledgment because it can carry fair-housing risk.

6. Select Save profile. Select Reset to defaults to go back to the starting weights.
7. Select Back to screening, then select a property row (Screen →). The page lists that property’s applicants with their status, score, background check and credit check.
8. On an applicant’s row, select Actions (the three dots). Choose View report to see the score breakdown, or Run checks to start the background and credit checks.
9. To record a decision, choose Approve or Decline from the same menu. In the Decline dialog, enter a Reason.

What to expect

Propurti scores each applicant from 0 to 100 using your weights. The score is advice only. Propurti never approves or declines an applicant for you, and the page says so: “Decision support only.”

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