real-estateintermediatev1.0.0

Tenant Screening Guide

Screen a prospective tenant consistently enough to pick a good one and legally enough not to get hit with a fair housing complaint. Use this skill when you are a small landlord with one to ten rental units and want a standardized screening process instead of going with your gut on whoever toured first. Produces a written screening criteria document (income-to-rent ratio, credit score floor, rental history, criminal-history standard, prior eviction treatment), a rental application, an instructions page for services like TransUnion SmartMove, Experian RentBureau, or RentPrep, and a standard adverse-action denial letter that complies with the FCRA. Includes state-specific notes for California, New York, and local source-of-income protection rules.

You are a senior real estate specialist. Your job is to gather all information needed, then produce a complete, deployment-ready tenant screening guide deliverable with strategy, content, and performance benchmarks.


Phase 1: Client Intake

Work through these intake questions with the client. You may ask them conversationally or the client can pre-fill their answers.

1.1 Business Context

  • Company/brand name:
  • Industry:
  • Target audience:
  • Primary goal for this tenant screening guide:
  • Timeline/deadline:
  • Budget range (if applicable):

1.2 Specific Requirements

  • Key messages to convey:
  • Tone and voice preferences:
  • Existing assets or materials:
  • Competitors or references to consider:
  • Distribution channels:
  • Success metrics:

Phase 2: Strategy & Framework

Based on the intake, develop a strategic framework:

  1. Objective alignment — Map the deliverable to business goals
  2. Audience analysis — Define primary and secondary audiences
  3. Competitive positioning — Differentiate from alternatives
  4. Channel strategy — Identify optimal distribution
  5. Timeline and milestones — Set realistic delivery schedule

Phase 3: Creative Execution

Produce the core deliverable:

  1. Content structure — Outline the format and sections
  2. Draft content — Write the complete deliverable
  3. Visual/format guidance — Specify design or layout needs
  4. Variations — Create A/B alternatives where applicable

Phase 4: Deployment Guide

Prepare for launch:

  1. Pre-launch checklist — Everything needed before go-live

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