How to start a tenant screening in Plexflow

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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

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

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

Step 5 — Choose the type of screening

Select one of the three packages offered:

Basic – Equifax credit report
Housing – Equifax report + TAL records
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

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

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

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

Did you know…

Plexflow now offers free training to help you get more out of the platform.
👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.

Updated on: 12/11/2026

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