Skip to main content

​
Prerequisites

  • Node/dash access to CasaAI with Tenant Screening enabled.
  • Data: applicant CSV or form submissions with ID and income docs.
  • Notification channel set (email/SMS/webhook).

​
Steps

1

Upload applicants

  • Go to Tenant Screening and upload CSV (name, contact, unit, income, ID links) or push via /api/v1/tenants.
  • Confirm columns map to required fields.
    Applicants appear with “Pending screening”.
2

Configure screening rules

  • Set income multiple, credit rules, rental history checks.
  • Define routing: approver, SLA, and notifications.
    Use templates for consistent scoring across properties.
3

Attach documents

  • Add ID and income docs (paystubs/bank statements) or links to cloud storage.
  • CasaAI parses docs and extracts income and identity fields.
    Document status shows “Verified” or “Review”.
4

Run screening

  • Click Run screening or POST to /api/v1/workflows/screen.
  • AI generates a score, rationale, and decision (approve/conditional/decline).
    Decision summary generated with rationale and next steps.
5

Notify and archive

  • Send decisions to applicants and internal approvers via email/SMS/webhook.
  • Archive the summary and parsed fields for audit.
    Notifications sent and audit log recorded.

​
Example API call

{
  "tenant_id": "app_78431",
  "unit_id": "unit_12A",
  "id_doc": "https://files.casaai.dev/id-front.png",
  "income_docs": ["https://files.casaai.dev/paystub.pdf"],
  "ruleset": "standard_v1"
}

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

​
Troubleshooting

Re-upload with higher resolution; ensure PDF/text is readable. Verify links are accessible.
Confirm CSV headers include tenant_id, unit_id, contact, income, and ID docs.
Check channel settings and webhook secrets; retry after fixing credentials.