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Set up your prescreening requirements

R
Written by RentEngine Ops

Overview

RentEngine prescreening stops unqualified leads and scammers before they schedule a showing. You control prescreening through Prescreening Templates, which define requirements, questions, and rejection logic.

Fraud Guard adds additional identity and fraud protection for self-guided showings.

This article explains how to create prescreening templates, assign them to properties, and configure Fraud Guard.


What prescreening does

Prescreening lets you:

  • Set minimum credit and income requirements

  • Ask custom questions

  • Automatically allow or reject prospects based on responses

  • Collect information without rejecting when needed

Prescreening is done before a prospect schedules a showing.


Create a prescreening template

  1. Go to SettingsShowingsPrescreening

  2. Select an existing template, or click New template

  3. Click the pencil icon to name the template

  4. Click Set as default if you want this template applied to new vacancies automatically

You can create multiple templates, and assign them to the relevant units.


Custom message

Add a short message (up to 160 characters) that prospects see while completing the prescreening. This is optional and useful for setting expectations or providing context before they answer questions.


Set credit and income requirements

Use the sliders to define:

  • Minimum credit

  • Minimum income

If you'd like the prospect to answer with exact numbers instead of ranges, click Ask for the credit and income as free text instead of pre-defined ranges

Then, if you don't want the prescreening to ask for credit and income, click Bypass pre-screening income & credit questions

Note: Even if you bypass the pre-screening income and credit questions, we still recommend setting your minimum so the AI knows how to respond to questions about minimum rental requirements.


Configure prescreening questions

You can ask questions that require a Yes/No, free text, or date response.

Yes/No questions allow you to set rejection logic:

  • Yes
    Rejects prospects who answer Yes

  • No
    Rejects prospects who do not answer Yes

  • Do not reject (informational)
    Collect the response without affecting eligibility

Use informational questions when you want visibility without blocking showings.


Housing voucher question

The first question is always about housing vouchers. If a prospect has a housing voucher, you can choose to bypass the income and/or credit requirements for them based on the setting you select here.

The AI Voucher Communications dropdown controls what RentEngine AI tells prospects about voucher acceptance — independently of your rejection logic:

  • Default — The AI follows the question's rejection logic

  • Communicate that vouchers ARE accepted — The AI tells prospects vouchers are accepted, regardless of rejection logic

  • Communicate that vouchers ARE NOT accepted — The AI tells prospects vouchers are not accepted, regardless of rejection logic

This is useful for legal compliance in states where you cannot reject solely based on having a voucher, while still controlling what the AI communicates to prospects.

Note: We don't recommend removing this question, as it creates confusion about whether the property accepts housing vouchers.


Preferred move-in date question

This fixed question asks prospects for their preferred move-in date. You can set rejection logic based on:

  • Custom override — Reject if the requested date is more than X days from the unit's earliest move-in date (you set the number)

  • Portfolio — Reject if the date exceeds the "Property can be held for … days" value in your Portfolio Defaults

  • Do not reject (informational) — Collect the date without rejecting based on it


Add or remove questions

  • Click New to add a question

  • Click the trash icon to remove a question

Order and number matter. We don't recommend adding more than 4 questions.


Configure Fraud Guard for the template

Each prescreening template includes its own Fraud Guard settings (see below).

Configure these before saving.


Save the template

Click Save in the top right to apply changes.


Assign a prescreening template to a vacancy

To assign a template to an active unit:

  1. Open the Properties tab

  2. Click Take actionEdit property

  3. On the final page, select the Prescreening Template from the dropdown

  4. Save your changes by pressing Finish

The template applies immediately.


What prospects see

When scheduling a showing, prospects:

  • Answer prescreening questions

  • Complete any required Fraud Guard verification steps

  • Are approved or rejected automatically

Rejected prospects are not able to schedule a showing but they are able to resubmit the prescreening.

You can test the prescreening flow by clicking the Schedule Showing button on your website's listing page.

Note: For rejected prescreenings, the system does not tell the prospect why they were rejected in order to prevent them from resubmitting with false information.


Fraud Guard explained

Fraud Guard is RentEngine’s built-in fraud prevention system for self-guided showings. It goes beyond basic ID checks to stop scams before access is granted.

ID verification

Check Require a valid photo ID to verify that IDs are real, valid documents. Additional options appear when enabled:

  • Require a matching selfie and liveness check — Prospects must take a live selfie. RentEngine compares it to the ID and confirms the person is physically present. This blocks static images and screenshots.

  • Skip ID check if pre-screening criteria are not met — Skips ID verification for prospects who don't meet other requirements

  • Allow IDs without an expiry date — Accepts IDs that don't include an expiration date

  • Allow expired IDs for up to X days — Enter a number of days (0–365) to accept IDs that expired recently

  • Minimum age — Set a minimum age requirement (18–100)

Selfie and liveness check

Prospects must take a live selfie.

RentEngine:

  • Compares the selfie to the ID

  • Confirms the person is physically present

  • Prevents use of stolen or copied IDs

Liveness checks block static images and screenshots.

Phone number verification

Fraud Guard verifies the phone number is a real U.S. cellular number.

This prevents scammers who use VOIP numbers to access anonymously.

Location verification

At lockbox access time:

  • The prospect’s device must be at the property

  • GPS location is checked in real time before they can get the access code to start the showing

You can customize the GPS radius.

  • Recommended setting: 0.5 miles

This prevents remote code sharing by scammers.

Self-guided showing fraud warning

Enter a custom message shown to prospects before they start a self-guided showing. You can include {{ re_leasing_phone_number }} to insert your leasing phone number. Click Restore Default to reset to the standard anti-fraud disclaimer.

If left blank, no fraud warning will be shown to prospects at self-guided showings.


Troubleshooting

Prospects are getting rejected unexpectedly

  • Review question logic (Yes vs No)

  • Confirm income/credit settings

  • Check voucher acceptance settings

Self-guided access isn’t working

  • Confirm Fraud Guard is enabled

  • Check GPS radius settings

  • Verify ID and selfie steps completed

If issues persist, contact RentEngine support via chat with:

  • The property address

  • A description of what happened

  • Any applicable screenshots or prospects affected

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