Policies & Procedures for Qualifying Applicants

Everyone knows managers must strive for objectivity when approving and denying applicants but few have wrestled through the process of putting it in writing. One mistake when pulling personal information, passing it around, viewing it, scanning/copying to the wrong person and storing customer's private information can ruin a property manager’s career.

Over the years we developed the details of how to treat all applicants the same to reduce the chances of a claim of discrimination. We call it Qualifying Guidelines and it is available to our students along with several other tools to qualify applicants objectively and safely. In 35 years (processing over 20,000 applications) we never had a fair housing claim as we consistently applied these written guidelines to all applicants, the same way, every time. These qualifying guidelines are the result of 35 years of perfecting the process.

About the Author: Robert Locke has been an expert witness in cases in Atlanta where managers were defending claims from applicants for discrimination. When testifying as an expert witness he was required to really dig down into the details of what HUD expected to be objective in the qualifying process. Defending yourself is expensive and time-consuming so don’t take this lightly.

Here’s What You Can Download

Bought separately the price totals $‭476‬.00. Bought as a Package (items 1, 2, 3, 4) it’s $395.00

Reviews & Testimonies

“I downloaded Crown’s Qualifying Guidelines and within a couple of days we had one that worked perfectly for our model. I knew I needed one but didn’t exactly know how to go about crafting it. Robert made it really easy and now I have a set of guidelines that’s just right for my operation."

Cam McCaa, Owner/Broker, My Intown Property Management, Atlanta GA

“I downloaded Crown’s Qualifying Guidelines and within a couple of days we had one that worked perfectly for our model. I knew I needed one but didn’t exactly know how to go about crafting it. Robert made it really easy and now I have a set of guidelines that’s just right for my operation."

Andy Ritan, Owner / Broker Ritan Property Group, Atlanta GA