Portfolio Desk
User guide
Leasing & tenancy 6 min read

Tenant screening

Screening is regulated. Pulling a consumer report means permissible purpose, identity verification, written authorisation, dispute handling and adverse-action notices. Rather than take that on, screening runs through TransUnion’s hosted flow: the applicant verifies their identity, consents and pays at the bureau, and what comes back here is a decision and a link.

  1. 1

    Send the applicant to the bureau

    Requesting a screening produces an invitation link. Nothing happens until the applicant follows it and completes identity verification with TransUnion — which is exactly the point, because their consent is given to the bureau, not to you.

    Applications list showing screening status for each applicant
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Read the decision, not the report

    When screening completes you get a recommendation and a link to the full report on TransUnion’s site. The report itself is never copied into this application, so the bureau keeps the access log and the applicant keeps their dispute route.

  3. 3

    Know what a decline obliges you to do

    Declining on the strength of a report is an adverse action. The applicant must be told, in a notice naming the reporting agency, that the agency did not make the decision, and that they may dispute the information and obtain a free copy. The agency’s details are surfaced for that notice; sending it is yours.

Worth knowing

No Social Security number or date of birth is ever collected, transmitted or stored by this application. If that ever changes, the compliance position changes with it.

Used alongside

Residential units & leasing

Unit inventory, occupancy, vacancy marketing, and the applications pipeline that fills them.
Renters insurance compliance

Which leases require cover, which have it, which lapsed, and which simply have nothing on file.
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