In order to stay organized and have a quick reference, it’s a good idea to have an Application Summary you can put on top of all the information you gather when qualifying your applicant. Not only is it a summary of their information, it also summarizes additional information you gather during your process as well as documents the outcome. This is the quick reference version of the qualifying process and gives supervisors a jump start on the file without having to dig through the minutia. This has been developed over 7,000 applications so you don’t have to tweak it much.
Everyone knows managers Must Strive For Objectivity when approving/denying applicants but few have wrestled through the process of actually Putting It All Down In Writing … a document called Qualifying Guidelines.
For over our 35 years managing rentals in Atlanta we actually took the time to develop (and tweak for many years) the details of How To Treat All Applicants The Same to reduce the chances of a claim of discrimination. We make this document available to our students along with several of other tools for making these decisions Objectively and Safely.
Note: In 35 years, processing over 20,000 applications, Crown never had a Fair Housing claim. Clearly part of that is blind luck but the other part is consistently applying these written guidelines to all applicants, the same way, every time. Most of this happened before tenant screening companies were available so we learned how to do it in-house (codeword for By-The-Seat-Of-Our-Pants). These qualifying guidelines are the result of 25 years of perfecting the process.