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Custom Prequalifications

customize prequalification, create your custom prequalification, prescreening

Crystal Abing avatar
Written by Crystal Abing
Updated over a year ago
  1. From your RentRedi dashboard, click the hamburger menu icon in the top left corner

  2. Click "Prequalifications"

  3. Click "Custom Prequalifications"

  4. Click "Create New"

  5. Choose your base prequalification by naming your template and either use RentRedi's prequalification as a base or start a prequalification from scratch

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"

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