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Insight Screening Solutions

Multifamily

One portfolio. A process configured for every property.

Whether you manage market-rate, affordable, tax-credit, or mixed housing portfolios, ISS can configure the rental application, screening packages, criteria, disclosures, and workflow around each property.

Pending Applications
12 open
  • Evergreen Oaks2 Bed / 2 BathApplication completePayment not startedBackground Check in progressNotes not started
    Application completed
  • Riverbend Apartments1 Bed / 1 BathApplication completePayment completeBackground Check in progressNotes not started
    Payment captured
  • Lakeside Villas3 Bed / 2 BathApplication not startedPayment not startedBackground Check not startedNotes not started
  • Pineview CommonsStudioApplication completePayment completeBackground Check needs attentionNotes complete

Four updates at a glance

  • Application
  • Payment
  • Background Check
  • Notes

Configured per property

Set once at the portfolio. Adjusted where a property differs.

The workflow is the same at every community. What ISS configures is how your standard is expressed, and where a property is genuinely allowed to differ from it.

Property-specific applications

Use the right application for every property and housing program.

Configurable screening packages

Match verification to property needs and program rules.

Criteria-based ScoreCard Pro

Apply property-specific criteria consistently every time.

Application fees made easier

Collect configured application fees and handle refunds within the workflow.

Group recommendations

Score applicants individually or together for a shared household, rather than assembling a roommate decision from separate reports.

Secure delivery and notices

Consumer copies, adverse-action letters, and disclosures delivered by secure link, with a record of what was sent and opened.

What makes it hard

A mixed portfolio shouldn't require a one-size-fits-all process.

See the ISS Workflow
01
Different housing programs
Market-rate, affordable, tax-credit, and more — each with unique rules and requirements.
02
Different application requirements
Standard, household, or property-specific applications are needed depending on the property.
03
Property-specific rental criteria
Income ratios, credit, and other criteria vary by property and housing program.
04
Teams managing multiple communities
Portfolios need visibility and control without losing property-level flexibility.

Portfolio view

Centralized for your team. Configured by property.

One queue for the whole portfolio, and a separate configuration behind every property in it. Four statuses per application, so a team can see which of the four things has stalled rather than that something has.

Sample applications with their application, payment, background check and note statuses.
PropertyApplicationPaymentBackground checkNotesApplicant
Evergreen Oaks2 Bed / 2 BathApplication completedApplication completePayment not startedBackground check in progressNotes not startedSample applicant
Riverbend Apartments1 Bed / 1 BathPayment capturedApplication completePayment completeBackground check in progressNotes not startedSample applicant
Lakeside Villas3 Bed / 2 BathApplication not startedPayment not startedBackground check not startedNotes not startedSample applicant
Pineview CommonsStudioApplicant contacted — awaiting documentApplication completePayment completeBackground check needs attentionNotes completeSample applicant

Application progress

See whether an application has started or is complete.

Application fees

See payment status, collect configured fees, and process refunds.

Background checks

See whether screening has not started, is in processing, or is complete.

Applicant notes

Review the latest note, or open the applicant record to review the full history.

See Platform Overview

A mockup with sample data. Statuses reflect the workflow configured for each property.

How it runs

A clear workflow from application to e-leasing.

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

  1. 01Rental ApplicationApplicant submits the correct application.
  2. 02Screening & VerificationsVerifications run based on the property configuration.
  3. 03QA ReviewISS reviews results and addresses items that need attention.
  4. 04ScoreCard ProCriteria are applied to generate a score and recommendation for the property.
  5. 05Client DecisionThe housing provider makes the final decision.
  6. 06Secure Report / Notice DeliveryReports and required notices are delivered securely.
  7. 07E-LeasingEligible applicants can complete e-leasing.

ScoreCard Pro

Your criteria. Applied consistently.

Score and recommendation are generated from the criteria configured for the property, so two communities reach the same conclusion on the same file. Final housing decisions remain with the housing provider.

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

Working with ISS

Two ways to work with ISS.

Which path a client takes depends on whose application the applicant fills in. The screening, the QA review, and the ScoreCard result are the same either way.

  • For clients using ISS rental applications

    QuickLeasePro + InstaScreen

    QuickLeasePro (QLP) is connected to InstaScreen and is the primary application workflow for clients using ISS rental applications.

    Stages covered

    1. Rental Application
    2. QuickLeasePro Workflow
    3. Screening in InstaScreen
    4. QA & ScoreCard
    5. Results & E-Leasing
  • For clients using their own application process

    Direct InstaScreen access

    InstaScreen also supports ISS screening workflows across employment, volunteer, and other industries, and connects with 700+ vendor integrations.

    Stages covered

    1. Client Order
    2. Screening & Verifications
    3. Reports
    4. Consumer Report / Adverse-Action Tools

FAQs

Common questions about multifamily portfolios.

Yes. Applications, required documents, application fees, screening packages, and rental criteria are configured at the property level, so an affordable community, a mixed-income property, and a market-rate property in the same portfolio can each run the process their program actually requires.

Manage every property with the process it needs.

Configure applications, screening, criteria, and workflows by property. Keep your portfolio organized and your teams aligned.

Multifamily Resident Screening & Verification — Insight Screening Solutions