Overview
Prescreening templates can be duplicated, reordered, and customized with a preferred move-in date question that can reject prospects who want to move in too far in the future.
Duplicate a template
Copy an existing template instead of building one from scratch.
Go to Settings > Prescreening Templates.
Click the duplicate icon next to the template you want to copy.
Enter a new name and click Duplicate.
The new copy inherits all questions, rules, anti-fraud settings, and permissions.
Reorder questions
Change the order in which prospects see the questions.
Open the template.
Use the six-dot handle on the left of any question.
Drag the question to a new position.
Save the template.
Add move-in date question
Collect a prospect's preferred move-in date and choose whether to reject them based on timing.
Open a prescreening template.
Click New under Prescreening Questions.
Select Preferred move-in date.
The question appears after the Housing Voucher question by default.
Choose how to evaluate the date:
Reject if more than X days after earliest move-in date — enter a number of days. By default, this uses your portfolio's move-in timing setting from Settings > Portfolio. You can override the number per template.
Do not reject — the date is collected for reference only and never blocks a prospect.
Where rejections appear
When a prospect is rejected because their move-in date is too far out, the reason shows as "Move-in date too far out" in both:
Command Center prospect status history
Intelligence tab rejection breakdown
Important notes
New templates created after this feature release include the move-in date question automatically.
For templates created before this feature, if the move-in date question is missing, a prompt appears asking you to add it back. The same applies to the Housing Voucher question.
The rejection check uses the unit's earliest move-in date as the starting point. Make sure accurate availability dates are set on units.
The validation is based on whichever is later: today or the unit's earliest move-in date.