Tenant Placement Checklist

Understand what needs to be in place for self-checkout leasing to work properly.


Caretaker's system for matching apartments and houses with qualified renters was designed to be as on-demand and self-service as possible. Make sure that each component is correctly setup by reviewing the below checklist.

  1. Complete the property listing

    Provide standard marketing details for your property listing. Listing setup takes a couple of minutes.

    Third-party websites like Zillow may request additional proof of ownership, and block your advertisements until these are submitted. You will be notified if this happens.

  2. Set your tenant requirements policy

    Each listing displays a list of the rental requirements that an applicant needs to meet in order to be approved as a tenant. This list is based on your policy, which you can set and adjust in Applications Settings.

    Apply a single policy to all units at once in Applications Settings or create a different policy for an individual unit by selecting Update Requirements from the overflow menu (•••) on the top right of that unit's page.

  3. Post supplementary advertisements

    You may want to create advertisements on unsupported websites. You can route every lead to your personalized listing link. Post advertisements in as many places as you want without having to respond and convert the leads.

    Automated responses: All inquirers get immediate r responses so they can schedule tours, ask questions, and apply. Inquirers get automated follow-up emails designed to maximize conversion.

  4. Add viewing timeslots

    The viewings scheduler eliminates back-and-forth messaging as long as the unit has available time windows and access instructions.

  5. Add instructions for verified viewers

    Add any special notes about finding the unit that should be shared with viewers. They will only see this information once their account has been verified.

    • For self-tours: This is especially important if you have placed a keybox anywhere that isn't the unt's front door.

    • For hosted viewings: By default, viewers will be put in contact with the cell phone number associated with your account, but you can tell them to call an agent's number or the main office line instead.

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