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Insight Screening Solutions

Lease-Ups & New Communities

Turn early interest into an organized path to occupancy.

ISS helps your team manage interest lists, waitlists, application invitations, screening, verifications, QA review, ScoreCard results, applicant communications, and e-leasing through one configurable workflow.

Lease-Up Pipeline
Pre-leasing

More than waitlist management.

One connected path from first interest to signed lease.

    1. Custom sign-up formCapture early interest
    2. Interest listOrganize interested households
    3. Waitlist invitationsInvite households forward
    1. Application & feesCollect configured fees
    2. Screening & verificationsCredit, record, income, rental history
    3. Screening QA & ScoreCardReviewed against configured criteria
    1. Custom reportingTrack the data your team needs
    2. Applicant deliveryConsumer reports & adverse-action letters
    3. E-leasingMove approved households forward
Configured around your community

What makes it hard

A successful lease-up needs more than a long interest list.

See the ISS Workflow
01
Demand arrives before units are ready
Interest builds early, and you need a way to capture and organize it until units open.
02
Too many invitations can overwhelm the team
Without control, invitation volume spikes and leads to bottlenecks and delays.
03
Incomplete applications slow momentum
Missing documents and unanswered follow-ups put households at risk of being lost.
04
Every applicant needs a documented process
Consistency is essential for fair, compliant, and defensible leasing decisions.

How it runs

From first interest to signed lease — without losing track of the household.

Final housing decisions remain with the housing provider. Every stage below is an expansion of the same 6-stage ISS workflow.

  1. 01Interest ListCapture early demand before units open.
  2. 02Waitlist & PreferencesOrganize households by unit and feature needs.
  3. 03Application InvitationInvite in controlled groups as units become available.
  4. 04Application & DocumentsConfigured fees collected and documents uploaded.
  5. 05Screening & VerificationsCredit, record, income, and rental history.
  6. 06Screening Report QACriminal and eviction results reviewed before delivery.
  7. 07ScoreCard & Client DecisionCriteria applied; your team decides.
  8. 08Communication & E-LeasingApplicants informed, approved households moved forward.

Interest and invitations

Invite the right households at the right time.

Interest arrives long before units do. The list holds it — with what each household actually needs — until the community is ready, and then releases it in groups rather than all at once.

Sample interest list showing each household’s unit preference, accessibility needs and invitation status.
HouseholdBed pref.Features / accessibilityInvitation statusLast contact
Sample household A1 BedNoneWaitingDay 14
Sample household B2 BedNear elevatorInvite readyDay 13
Sample household C2 BedParkingInvite sentDay 12
Sample household D3 BedAccessible featuresApplication startedDay 11
  • Configurable interest forms

    Capture only the information your team needs.

  • Household and unit preferences

    Track bedroom preferences, features, and accessibility needs.

  • Controlled invitation groups

    Invite households in groups based on availability and priorities.

  • Status and communication history

    See the full history of outreach and applicant responses.

See Platform Overview

A mockup with sample data. Which fields the interest form collects is configured per community.

A newly completed apartment community during lease-up

Batch Orders exists for exactly this: many applicants, one submission.

Upload a CSV and submit the queue together, rather than ordering applicant by applicant through the busiest weeks of the project.

Different services

Different services. One organized result.

Verification does not come from one place. What arrives at your team is the assembled result, not four separate errands you have to reconcile.

  • QuickVerify

    Automates landlord and residential verification workflows.

  • Employment verification

    A specialized verification provider validates data points and contacts employers.

  • ISS screening QA

    ISS reviews screened reports, including criminal and eviction results, before delivery.

Completed information is organized for ScoreCard and client review.

Everything an automated check could resolve has already been resolved, with the reviewer's notes kept on the case.

ScoreCard Pro

A recommendation based on your criteria — not an automatic decision made for you.

ScoreCard Pro organizes completed results against the rental criteria configured by your company, which is what keeps a brand-new leasing team consistent through the busiest weeks of the project. Your team reviews the information and makes the final housing decision.

ScoreCard Pro ResultsQA reviewed

Applicant score · Recommendation

Approve

Sample applicant · Sample property

  • Income ratioPass
  • CreditConditional
  • Criminal recordsPass
  • Eviction recordsPass
  • Residential verificationReview
  • Employment verificationPass

2 items require attention

Configure ScoreCard Pro

Set the criteria, reasons, and reviewer instructions once. Score a single applicant, or score several together for a group recommendation on a shared household.

Decision mapping

ApproveConditional 1Conditional 2Conditional 3Fail
Income ratio
Credit
Criminal records
Eviction records
Residential verification
Employment verification

Score overrides

Overrides are recorded with a reason and the reviewer's instructions, so an exception stays visible on the case rather than living in someone's inbox.

ScoreCard Pro produces a recommendation against your configured criteria. The final leasing decision, and the policy behind it, remain with the housing provider.

See reporting and decision tools

Applicant communications

Keep applicants informed while keeping a documented history.

A household that has been told where it stands does not ring the leasing office to find out — which is most of what a lease-up team's phone is for by week three.

  • On invitation

    Invitations and document requests

    Application invitations and requests for outstanding documents go out through the system rather than by hand.

  • In progress

    Status updates

    Households are told what stage they are at and what is still needed, so an incomplete application is a message rather than a silence.

  • On decision

    Consumer reports and adverse-action letters

    Automated consumer-report delivery, and your team's customized adverse-action letter by text or email, with delivery confirmation and timestamps retained.

Before you open

A lease-up plan configured before applications begin.

  • 01

    Map the applicant journey

    ISS works with your team to lay out how a household should move from first interest to a signed lease at this specific community.

  • 02

    Configure forms and criteria

    Interest forms, applications, required documents, fees, screening packages, and rental criteria are set up as configuration rather than as guidance.

  • 03

    Set invitation and communication rules

    Who gets invited, in what groups, and what they are told at each step — decided before volume arrives rather than under it.

  • 04

    Train the leasing team

    The onsite team runs the workflow before the first real application, so week one is not the first test of the standard.

FAQs

Common questions about lease-ups.

Interest is captured through a configurable form that asks only what your team needs, and households are organized by bedroom preference, features, and accessibility needs. From there you can see who is waiting, who has been invited, who has started an application, and when each was last contacted.

Open the building without opening a backlog.

Interest lists, invitations, screening, QA review, ScoreCard results, applicant communication, and e-leasing — configured before pre-leasing opens.

Lease-Up & New Community Screening — Insight Screening Solutions