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BY LUCAS HALL
Q&ATENANT SCREENING

& LANDLORDING
LUCAS HALL, PMP
• Landlord, 10+ yrs
• 5 Prop / 3 Sta. / 17 Res.
• IT Consultant, DoD
• Founder, Landlordology
• Chief Landlordologist, 

Cozy
www.landlordology.com
Modern Property Management Software
www.cozy.co
50k
managers
6k
cities
10k
zip codes
www.cozy.co
Marketing Screening Payments
7
Education
100% Free
SCREENING BASICS
SCREENING BASICS
1. Able and willing to pay rent?
• Able = Job / Income / Cash
• Willing = A sense of moral and
fiscal responsibility
2. Set approval criteria and treat
everyone equally
PROTECTED CLASSES*
1. Race
2. Color
3. Religion
4. Sex
5. Familial status, incl. children or pregnancy
6. National Origin, or
7. a Mental or Physical Disability
* Fair Housing Act,1968, 

Most states have extra classes
SCREENING PROCESS
1. Pre-screen Inquiries (10 mins)
2. Property Tours(30 mins)
3. Applications & ID Verification (15 mins)
4. Proof of Income/Employment(10 mins)
5. Landlord References (15 mins)
6. Credit Report/Score
7. Background Check
8. Sex Offender Database
9. Consider the Entirety of All Applicants (10 mins)
9 STEP PROCESS
(10 mins)
MY STANDARDS
1. Income = 2-3x rent
2. No evictions, ever
3. No convictions last 2 years
4. No violent / armed crimes, ever
5. No or low credit card debt
THE BIG PICTURE
1. Consider the entirety of all applicants
2. Other considerations:

Lease duration, Cars, Pets, Hypochondriacs,
Hoarders, Complainers, Hobbies
3. It’s a business decision
4. First qualified applicant
recommended but not required
STEP 9 (10 mins)
RESOURCES
QUESTIONS?
www.cozy.cosponsored by
Free Property Management Software
www.cozy.co
© 2012-2014 Cozy Services Ltd. All rights reserved.
www.cozy.co
(IT’S FREE)

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