Use this guide to initiate and review applicant screening through Western Reporting’s Resident IQ (RIQ) directly from Prospects or Lease/Applicant records in PropertyBoss. This ensures consistent, compliant screening and accurate documentation.


When to Use This

  • A prospect has completed an online or paper application
  • An applicant record exists and is ready for screening
  • You are preparing to approve or deny a lease
  • Screening must be initiated before final leasing decisions


Before You Start


Make sure:

  • A Prospect or Applicant record exists
  • Applicant contact information is complete
  • Required application information has been collected
  • Screening policies are understood


Permissions Required: Leasing Agent or higher


Screening Provider: Western Reporting – Resident IQ (RIQ)

 

Option 1: Screen Through RIQ from a Prospect Record


Step 1: Open the Prospect

  • Navigate to Leasing / Prospects
  • Open the correct prospect record


Step 2: Verify Application Status

  • Confirm the prospect has submitted an application
  • Ensure required application fields are completed
  • Best Practice: Do not run screening on incomplete applications.


Step 3: Start RIQ Screening

  • Select Screen Applicant or Run Screening
  • Choose Resident IQ (RIQ) as the screening provider
  • Confirm applicant details


Step 4: Submit Screening

  • Submit the screening request
  • PropertyBoss sends the data securely to RIQ
  • Screening status updates automatically once submitted

 

Option 2: Screen Through RIQ from a Lease / Applicant Record


Step 1: Open the Applicant or Lease

  • Navigate to Applicants or Lease
  • Open the correct applicant record


Step 2: Initiate RIQ Screening

  • Locate the Screening / RIQ section
  • Click Run Screening


Step 3: Confirm & Submit

  • Review applicant details
  • Submit the screening request
  • RIQ processing begins immediately


What Happens After Submission


Once submitted:

  • Screening is processed through Resident IQ
  • Results are returned via Web Activity
  • Applicant record updates automatically
  • Activity is logged for audit purposes
  • Processing time varies based on report components.


Where to View Results

  • Open the Applicant record
  • Navigate to the RIQ / Screening section
  • Review the returned reports and indicators


Understanding RIQ Result Statuses


RIQ results may display as:

  • Meets Criteria / Pass
  • Conditional / Review Required
  • Does Not Meet Criteria / Fail

Important: Always review the detailed report — not just the summary.



Documenting the Decision


After reviewing results:

  1. Enter an Activity noting:
    1. Screening reviewed
    2. Result interpretation
    3. Approval, denial, or escalation
  2. Update applicant status accordingly
  3. This creates a complete audit trail.



What Success Looks Like

  • Screening completes successfully through RIQ
  • Results appear in the Applicant record
  • Decision is documented with an activity
  • Applicant status reflects next steps

 

Common Mistakes to Avoid

  • Running screening before application completion
  • Reviewing summary results only
  • Making decisions outside screening policy
  • Forgetting to document outcomes


Tips for Efficiency

  • Review RIQ results daily
  • Standardize activity notes for screening outcomes
  • Escalate conditional results promptly
  • Train staff on consistent interpretation


Next Recommended Actions

  • Enter a New Activity
  • Approve or deny the lease per policy
  • Continue lease processing if approved