Dean & DeWitt: 58% of tours in an hour.New customer story: Dean & DeWitt booked 58% of tours within an hour with HappiNest. Read it
Tuesday, 10:26 PM
HappiNest asks every renter the questions you set in the first conversation (move-in date, budget, income, pets) and shows your team who's pre-qualified.
Zillow · Arrived 9 minutes ago · Prefers text
Harbor Point Lofts · 2 bed, 2 bath
Wants a 2-bed at Harbor Point Lofts. Moving December 1. Earns about $6,400 a month. One cat, indoor.
Next tour · Thu, Nov 6, 6:00 PM
Write them once, with a note on why you ask. The agent asks every renter the same questions, on every channel. They gather information; they never block anyone from touring or applying.
Pre-qualification Questions
Information gathering questions that help understand leads better. These are not blocking requirements.
Why We Ask (Internal note)
Match them to homes that are free on their date.
Why We Ask (Internal note)
Our guideline is 3x the renter's share of the rent. With a voucher or other subsidy, we count only the part the renter pays.
Why We Ask (Internal note)
Share the pet policy and fees before the tour.
Write what's required, when it doesn't apply and the strict minimum. The agent follows them in every conversation, the same way for every renter.
The requirement
When it doesn't apply
The strict minimum
Pre-qualification is included
Screening is separate
In the first conversation, on whatever channel the renter uses. It asks the questions you set, such as move-in date, budget, income and pets, and keeps following up from there.
No. Pre-qualification questions gather information for your team; they aren't blocking requirements. Every renter gets the same questions, and the same answers about your policies.
Into the lead's AI summary and conversation in HappiNest, and the lead list shows which leads are pre-qualified. With a PMS, the lead and its tours sync to Rent Manager, ResMan or Rentvine.
Not in pre-qualification. Screening is a separate product inside the application: credit, criminal and eviction reports, plus ID and income verification.
See it ask your own questions in 15 minutes.
