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Prospect Screening Workbook for Coliving Hosts

Finding the right tenants for your coliving home doesn’t have to feel overwhelming. The ORI Prospect Screening Workbook gives you a simple, step-by-step process to qualify applicants with clarity and confidence — so you save time, avoid mismatched tenants, and protect your peace of mind.

Inside, you’ll get:
✔ A Quick Start Screening Guide to understand and apply the ORI+ 5-Step Vetting Process
✔ The full 5-Step Vetting SOP, designed to keep you consistent and Fair Housing compliant
✔ Editable Prescreener Form + Examples (including House Rules & Rental Criteria)
✔ Ready-to-use Discovery Call Scripts to confirm alignment and expectations in minutes
✔ A Room Tour Guide to keep tours brief, professional, and stress-free

With this workbook, you’ll have all the tools you need to:

  • Filter out unqualified leads early — before you waste time on calls or tours

  • Build professionalism and consistency into your rental process

  • Confidently invite only the best candidates to apply

  • Protect your property, your household dynamic, and your peace of mind

Whether you’re renting out one spare room or managing a full coliving home, this workbook gives you proven tools to streamline your process and focus only on quality prospects.