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# How to start a tenant screening in Plexflow

[https://www.youtube.com/watch?v=abSlEC_Opp4](https://www.youtube.com/watch?v=abSlEC_Opp4)

## How to start a tenant screening in Plexflow

A credit screening lets you check a tenant’s financial reliability before you sign a lease.
Here is how to start a screening directly from your Plexflow account.

### Step 1 — Open the **Screening** section

In the main menu, click **Screening**.
You will see the list of existing candidates and their statuses.

![Screening section with the list of candidates and their statuses](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-1_1pyiyfs.png)

### Step 2 — Add a candidate

Click the **Add +** button.
Fill in the required fields:

- Tenant’s first and last name
- Email and phone number
- Language of communication
- (Optional) Select a **property** and a **unit**

💡 **This information will be reused automatically when the lease is created.**

![Add a candidate form](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_8er9ng.png)

### Step 3 — Save the candidate

Click **Add candidate**.
The new tenant will appear in the list with the status **Not started**.

### Step 4 — Start the screening

Open the candidate, then click **Screening not started** → **Start prescreening**.

![Candidate record with the Start prescreening option](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-4_1sbvbv.png)

### Step 5 — Choose the type of screening

Select one of the three packages offered:

1. **Basic** – Equifax credit report
2. **Housing** – Equifax report + TAL records
3. **Complete** – Equifax report + TAL + criminal records

👉 You can also decide who pays for the screening:

- **You pay** (the owner)
- **Candidate pays** (the tenant)

![Screening packages and who pays](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-5_1navlq1.png)

### Step 6 — Payment

If you do not already have purchased screenings, enter your banking or credit card information to complete the payment.

![Payment page to purchase a screening](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-6_11a45wl.png)

### Step 7 — Resume the screening

Once the purchase is complete, go back to the candidate record and **resume the screening** by following **step 4** again.

### Step 8 — Select a pre-purchased screening

If you had already purchased credit screenings, the **Purchase now** button is replaced by **Select**.
Simply click **Select** to assign a screening to this candidate.

![Screening packages with the Select button on a pre-purchased package](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-8_1nr3v3w.png)

### Step 9 — Confirm and start the tenant screening

Turn on the option to start the screening, then click **Screen Tenant** to confirm.
⚠️ **Important**: make sure you have obtained the tenant’s consent before starting the screening, because it can affect their credit score.

![Confirmation with Start screening set to Yes and the Screen Tenant button](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-9_r7d7so.png)

## Did you know…

Plexflow now offers **free training** to help you get more out of the platform.
👉 [Access the training](https://www.plexflow.ca/formation)
💡 An excellent way to save time and use Plexflow to its full potential.