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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

1

Ingest applicants

Accept leads from forms, CRM, CSV uploads, or /api/v1/tenants. Normalize names, IDs, units, and contact info.
2

Verify & score

AI validates IDs and income proofs, checks completeness, and assigns a screening score with rationale.
3

Decide & notify

Generate approval/conditional/decline summaries, send next steps, and create tasks in your CRM or ticketing system.

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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