Rental screening, backed by evidence, not guesswork
Multi-applicant tracking, document gating and weighted affordability scoring in one internal screening dashboard — with no real-estate lock-in and no proprietary dependency.
The problem
Letting agents and property managers juggle applicants, co-applicants and guarantors across spreadsheets and email threads. Approvals rely on instinct, documents go unverified, and when a decision is later challenged there is no record of who was checked, what was verified, or why the applicant passed.
The solution
Rental Application & Tenant Referencing centralises every applicant, document, reference and score on one record. A visual screening dashboard, document checklist and weighted affordability breakdown turn each approval into a documented, defensible decision.
Everything a screening decision needs
Every capability below is implemented in the module.
Screening Dashboard
Group every application by stage — draft, confirmed, in review, approved, rejected, completed — in a single kanban so a branch manager sees the whole pipeline at a glance.
Visual Affordability Score Breakdown
See exactly how each weighted criterion contributed to the final score, with a progress bar per line, so the pass or fail reasoning is legible instead of a bare number.
Document Requirement Gating
Track every required document through missing, received, verified and rejected states, with a visual checklist that makes evidence gaps impossible to overlook before approval.
Multi-Applicant & Guarantor Tracking
Capture the primary applicant, any co-applicants and a guarantor on one application, so tenancies with more than one financially responsible party are assessed together.
Weighted Affordability Scoring
Configure scoring criteria and weights, generate score lines in bulk from your policy, and let a weighted average decide pass, manual review or fail against your own threshold.
Income-to-Rent Affordability Ratio
Monthly rent and combined applicant income are automatically converted into the income-to-rent multiple and affordability ratio that lettings decisions are built on.
Structured Reference Checks
Record employer and previous-landlord references — income, rent history, contact details and verification status — in dedicated fields instead of free-text notes.
Credit Result & Manual-Review Routing
Record credit-check outcomes and automatically route borderline scores to manual review instead of silently auto-passing or auto-failing an application.
Optional Property Linking, No Lock-In
Link an application to a self-contained property record with a smart button when one exists — with no dependency on any proprietary real-estate or accounting module.
How it works
Capture the Application
Record the primary applicant, co-applicants, guarantor, property and application type; a sequential reference number is assigned automatically.
Confirm & Gate Documents
Confirming the application generates its document checklist from the application type's template, ready to track through missing, verified and rejected states.
Score Affordability
Generate weighted score lines from your scoring policy, record reference and credit results, and let the configured threshold classify the application as pass, review or fail.
Decide & Track
Approve, reject or move the application to review — gated until mandatory documents are verified and the score has cleared — with every step recorded in the chatter audit trail.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Credit results and reference outcomes are recorded manually in v1, so there is no third-party API dependency, contract or per-market integration to manage.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Rental Application & Tenant Referencing
Multi-applicant and guarantor screening with document gating, structured reference checks and weighted affordability scoring — with a visual score breakdown and no property lock-in.
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