> ## Documentation Index
> Fetch the complete documentation index at: https://docs.casaai.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Automating Tenant Screening in 10 Minutes

> Upload applicants, verify documents, and generate a decision summary with CasaAI.

## 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

<Steps>
  <Step title="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.
      <Check>Applicants appear with “Pending screening”.</Check>
  </Step>

  <Step title="Configure screening rules">
    * Set income multiple, credit rules, rental history checks.
    * Define routing: approver, SLA, and notifications.
      <Tip>Use templates for consistent scoring across properties.</Tip>
  </Step>

  <Step title="Attach documents">
    * Add ID and income docs (paystubs/bank statements) or links to cloud storage.
    * CasaAI parses docs and extracts income and identity fields.
      <Check>Document status shows “Verified” or “Review”.</Check>
  </Step>

  <Step title="Run screening">
    * Click **Run screening** or POST to `/api/v1/workflows/screen`.
    * AI generates a score, rationale, and decision (approve/conditional/decline).
      <Check>Decision summary generated with rationale and next steps.</Check>
  </Step>

  <Step title="Notify and archive">
    * Send decisions to applicants and internal approvers via email/SMS/webhook.
    * Archive the summary and parsed fields for audit.
      <Check>Notifications sent and audit log recorded.</Check>
  </Step>
</Steps>

## Example API call

<RequestExample>
  ```json POST /api/v1/workflows/screen theme={null}
  {
    "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"
  }
  ```
</RequestExample>

<ResponseExample>
  ```json Screening result theme={null}
  {
    "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"]
  }
  ```
</ResponseExample>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Document parsing failed">
    Re-upload with higher resolution; ensure PDF/text is readable. Verify links are accessible.
  </Accordion>

  <Accordion title="Missing required fields">
    Confirm CSV headers include tenant\_id, unit\_id, contact, income, and ID docs.
  </Accordion>

  <Accordion title="Notifications not sending">
    Check channel settings and webhook secrets; retry after fixing credentials.
  </Accordion>
</AccordionGroup>