Skip to main content

Custom Prequalifications

customize prequalification, create your custom prequalification, prescreening

Written by Crystal Abing

  1. From your RentRedi dashboard, click the search bar in the top left corner

  2. Search "Custom Applications" and select that option

  3. From here, you'll see the Template Settings. Click the "Template Library" tab

  4. To customize the default prequalification, click the ⋮ action icon associated with RentRedi Default Prequalification, and select Duplicate & Edit

  5. To create a custom prequalification from scratch, click Add Template

  6. From there, name the template, and select Create a template from scratch


Below are some steps to help as you customize your prequalifications!
​

RentRedi Default Prequalification

  1. If you choose the RentRedi default prequalification, keep or delete the questions you would like featured by leaving the section or selecting "Delete"

  2. If you would like the question to be required, select "Mark Required" with a blue checkmark

  3. Click "Save & Continue"

  4. If you wish, you can apply the template to a specific property, unit, or all properties & units

  5. Select the template type

  6. Click "Save & Exit"

Create Prequalification from Scratch

  1. Select "Create a Template from Scratch" and click "Continue"

  2. Click "Add a Pre-Built Section" if you'd like to select a section from RentRedi's prequalification or application

    1. Check the section you'd like to add and click "Add Sections"

  3. If you'd like to add a custom question, select "Add Blank Section"

    1. Create your custom question and click "Save Changes"

  4. If you wish, you can apply the template to a specific property, unit, or all properties & units

  5. Select the template type

  6. Click "Save & Exit"

Related Articles
Did this answer your question?