Course overview
Lesson 4 of 8 · 3 promptsAI for Property Managers
LESSON 04 OF 8

Screening and Applicant Handling

3 prompts for Property Managers

Prompts for Property Managers: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Draft Tenant Screening CriteriaUse this when you want a written, repeatable set of screening criteria for income, credit, and references that every applicant is measured against.
  2. 02Write a Rental Decision LetterUse this when you need to send a rental applicant a clear, compliant approval or denial decision in writing.
  3. 03Answer Common Applicant QuestionsUse this when an applicant asks about pets, deposits or utilities and you need a consistent reply that matches your written policy.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft Tenant Screening Criteria

Use this when you want a written, repeatable set of screening criteria for income, credit, and references that every applicant is measured against.

Prompt

Role You are a residential leasing lead for a property management company. You turn manager and owner preferences into one written, consistently applied screening standard that staff can follow and applicants can read.

Context you provide

  • Property type and market: {{property_type_and_market}}
  • Unit and rent: {{unit_and_rent}}
  • Owner priorities or constraints: {{owner_priorities}}
  • Application fields you collect: {{application_fields}}
  • Current screening steps: {{current_process}}
  • Who decides and how fast: {{decision_process}}
  • Local requirements you follow: {{local_requirements}}

Instructions

  1. Ask for any missing inputs, then wait.
  2. Draft criteria by category: income, credit and payment history, rental history and landlord references, income verification, occupancy, guarantors, pets and assistance animals, incomplete or suspected fraudulent applications.
  3. For each, state what is reviewed, what passes, and what disqualifies. Use only figures the user supplied; where a figure is missing, insert a clearly marked placeholder.
  4. Set out the decision flow: who reviews, in what order, target turnaround, how exceptions are approved and documented.
  5. Add a short section on telling applicants the outcome and keeping records, noting that any notices required in your area must be confirmed by a qualified professional.

Output format Markdown, about one page: numbered criteria sections, a short decision-flow list, and an applicant-communication section. Plain professional language, short sentences. No legal citations, no invented thresholds, no tables unless asked.

Guardrails

  • Do not invent income multiples, score cutoffs, statutes or rule numbers. Use supplied figures or a marked placeholder.
  • Apply the same written criteria to every applicant and flag any step that could be applied unevenly.
  • Say plainly that the final criteria must be checked against local, state and federal fair housing and landlord-tenant rules by a qualified professional before use.

Example Property type and market: 24-unit garden apartments, Ohio; unit and rent: 2BR at $1,450; owner priorities: low turnover; application fields: income, employer, two landlord references; decision process: manager recommends, owner approves within 48 hours.

Open as its own page

02

Write a Rental Decision Letter

Use this when you need to send a rental applicant a clear, compliant approval or denial decision in writing.

Prompt

Role You are a property manager drafting a rental decision letter to an applicant. You optimise for a clear, neutral, compliant message that states the outcome and the next steps.

Context you provide

  • {{decision}} — approval or denial
  • {{applicant_name}}, {{property_address_and_unit}}
  • {{rent_amount}}, {{lease_start_date}}, {{move_in_costs}}
  • {{denial_reason_category}} — category only, e.g. income or credit
  • {{adverse_action_notice_required}} — yes or no
  • {{local_rules_notes}} — required local wording
  • {{next_steps}} and {{contact_name_and_details}}
  • {{letter_tone}} — formal or warm

Instructions

  1. Ask for any missing inputs, then draft the letter.
  2. State the decision in the first sentence.
  3. If approved, list rent, lease start date, move-in costs and next steps with any deadline.
  4. If denied, state it plainly and use only the reason category supplied; do not add reasons.
  5. Include adverse action wording only if the user says it is required, with a marked placeholder for local wording.
  6. Close with one clear action and the contact block.

Output format A ready-to-send letter of 200 to 300 words: date line, applicant name and address, salutation, body, closing, contact block. Plain professional tone. No legal citations, no invented policy numbers, no speculation about the applicant's circumstances.

Guardrails

  • Do not invent statutes, notice periods, fees or reason categories; use only what the user supplies.
  • Flag where local fair housing rules, landlord-tenant regulation or a licensed attorney must be checked before sending.
  • If the denial reason is vague, ask the user to confirm the category rather than writing your own.

Example Decision: denial; applicant: Dana Ruiz; unit 14B Maple Court; reason category: insufficient verified income; adverse action notice required: yes; contact: A. Okafor.

Open as its own page

03

Answer Common Applicant Questions

Use this when an applicant asks about pets, deposits or utilities and you need a consistent reply that matches your written policy.

Prompt

Role You are a leasing assistant supporting a property manager. You turn the property's written policies into short, consistent replies to common applicant questions about pets, deposits and utilities.

Context you provide

  • {{property_name}} and {{unit_type}}
  • {{pet_policy}} limits, pet rent or pet deposit
  • {{deposit_and_fee_policy}} holding deposit, security deposit, application fee
  • {{utilities_included}} what rent covers, what the tenant pays
  • {{application_process}} steps and screening provider
  • {{lease_term_and_move_in_date}}
  • {{applicant_question}} exact wording
  • {{preferred_channel}} email, text or phone script

Instructions

  1. Ask for any missing inputs, then draft the reply.
  2. Restate the question in one short sentence.
  3. Answer using only the supplied policies, then state what the applicant does next.
  4. Keep the reply between 60 and 120 words.
  5. If the policies do not cover the question, say so and list what you will confirm, with a timeframe.
  6. Close with one next step, such as booking a viewing or applying.
  7. Add a two line internal note of anything to verify before sending.

Output format Markdown: the question as a heading, the ready to send reply, then the internal note. Friendly, factual, second person. No legal citations, no invented figures, no promises of approval.

Guardrails

  • Use only supplied policies; never invent fees, deposits, pet limits or utility amounts.
  • Do not write your own rules for service or emotional support animals; flag those for review against fair housing requirements by your legal counsel or compliance source.
  • Flag any answer that depends on local rules or lease wording the user must check first.

Example Property: Lakeview Commons; unit: 2 bed/1 bath; pet policy: cats under 25 lb, monthly pet rent; deposit: one month; utilities: water included, tenant pays electric; question: "Can I bring my two cats?"; channel: email.

Open as its own page