When you are marketing your property online through TurboTenant, each renter who expresses interest in your rental on a 3rd party listing site will automatically be sent the pre-screener.
If a lead did not come through a 3rd party listing website you are marketing on, you can still send them the pre-screener. You can also resend the pre-screener invite to a lead who has not yet completed it.
Sending the Pre-Screener
On the web:
When using TurboTenant on the web, there are a few different methods that you can use to send a pre-screener, whether you've customized it or not.
Method 1:
Navigate to the Leads tab within your account. You can manually send the pre-screener by selecting "Send Pre-Screener" at the top of the page.
Next, fill in the lead's name, email address, and phone number. You will also select which property they are interested in. You can also copy the pre-screener link to send directly to the lead.
Method 2:
You can send the pre-screener by selecting your preferred lead and clicking their Lead Profile.
Next, click the "Send Pre-Screener" button.
Method 3:
You can send the pre-screener by selecting your preferred lead and clicking the ellipses (three dots) button next to their name and selecting "Send Pre-Screener."
Method 4:
Go to the Properties tab and click on the rental you want to send the pre-screener out for, then go to the Marketing tab and click "Copy Link" to copy the pre-screener link. You can also press "Send Pre-Screener" to send it via text or email to your lead.
We'll send you an email when the lead completes the pre-screener. See more about what the results look like here.
On the Mobile App:
If you are sending a pre-screener to a renter who is not yet a lead, you will go to the Renters tab and select "Send Pre-Screener."
Remember, TurboTenant will automatically send a pre-screener to each lead who fills out a contact form for your property either on TurboTenant or on one of our partner listing sites (e.g., Zumper).
Once you select the renter, enter their information and select "Send Pre-Screener"
If the renter is already listed as a lead under the Renters tab, select the lead and scroll down to press Send Pre-Screener:
To send a reminder to complete the pre-screener, you can select the lead from the Renters tab and then click Send Reminder under the Pre-Screener section:
Resending the Pre-Screener
If a lead has already been sent the pre-screener, whether automatically or manually, you can resend it by clicking on the lead's profile from the Leads tab. Once you're in the lead's profile, click the button that says "Resend Pre-Screener."
Customize your Screening Process with Custom Pre-Screener Questions
Interested in diving even deeper before inviting renters to apply? With Premium, you can add Custom Pre-Screener Questions.
This feature allows you to include up to four custom questions relevant to your property or screening criteria.
Unlock the power of Custom Pre-Screener Questions. Make every lead count!