Initial Telephone Pre-screening Form
This form is provided ‘AS-IS’ without any warranty of any kind, expressed or implied, statutory or otherwise. Any use of this form is at your own risk.
While the information contained herein is designed to provide accurate and authoritative information in regard to the subject matter covered, it is offered with the understanding that the presenter(s) are not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert advice is required, the services of a competent professional should be sought.
Personal Note from AIG:
When I’m taking calls from new tenant applicants, this is the form I use to pre-screen them. I literally use it like a script as I’m talking to them on the phone.
Adapt it to your own style and use it as you see fit. It’s been great at helping me to systemize my own approach to prescreening tenants. I also give it to others to use, now that I’ve removed myself from the prescreening process, and I can rest assured that the conversation has all that it should.