Tenant Onboarding

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What it does

• Capture applications from forms, CSV imports, or APIs.
• Verify identity, income, and documents automatically.
• Generate screening summaries and recommendations with audit trails.

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Why it matters

• Reduce manual back-and-forth with applicants.
• Standardize screening to lower risk and bias.
• Shorten decision cycles with clear, repeatable steps.

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How it works

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Configuration checklist

• Map required fields: applicant name, contact, unit, move-in date, income docs, ID docs.
• Choose a screening template (credit, income multiple, rental history).
• Define routing: approver, SLAs, notifications, and webhook targets.

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Example workflow

{
  "tenant_id": "app_78431",
  "unit_id": "unit_12A",
  "income_docs": ["https://files.casaai.dev/documents/paystub.pdf"],
  "id_doc": "https://files.casaai.dev/documents/id-front.png",
  "credit_consent": true
}

{
  "tenant_id": "app_78431",
  "status": "approved",
  "score": 86,
  "rationale": [
    "Income multiple 3.2x threshold",
    "Credit signals clean",
    "No open maintenance debt"
  ],
  "next_steps": ["Send lease packet", "Collect deposit"]
}

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Diagram