The questionnaire is a configurable set of prompts used to collect essential information and documents from applicants for tenancy purposes.
In this article
Order this check
The questionnaire is only available to property management clients and requires you to have the applicant’s email address.
Turnaround time for this check
Certn's Questionnaires are complete as soon as an applicant has submitted their information.
Default questionnaire fields
The questionnaire collects the following information by default:
-
Name,
-
current address as minimum address history,
- desired move in date,
- parking needs,
- whether the applicant has pets,
- any other people who will live at the property,
- whether the applicant has a guarantor,
- rent payment history,
- past evictions,
- bankruptcy declarations, and
- proof of income.
You can create new questionnaires or edit existing ones as needed. You can include the following additional fields in a questionnaire template:
- Proof of employment,
- bank account balance,
- visa, work, or study permit,
- proof of address, or
- custom document upload.
Create or edit a questionnaire
To edit the default questionnaire or create a new questionnaire follow the steps below:
- From CertnCentric, select Settings from the navigation menu.
- Select Questionnaire templates from the navigation menu.
- Select the New template button to create a new questionnaire, or the ellipses (
) next to the questionnaire you want to edit.
- From there, you’ll be able to select which questions you want to include in your questionnaire and adjust the template name if needed.
Active and Inactive questionnaire templates
A questionnaire template’s status can either be Active or Inactive. An Active template can be included in a case as part of the regular flow for ordering a check. An Inactive template will not appear as an option in the flow of ordering a check.
To activate or deactivate a questionnaire template, follow the steps below:
- From CertnCentric, select Settings from the navigation menu.
- Select Questionnaire templates from the navigation menu.
- Select the ellipses next to the questionnaire you want to activate or deactivate.
- Select Activate or Deactivate.
Stages of this check
Questionnaires ordered through Certn’s new platform go through the following stages:
1. Order
You place an order that includes a questionnaire.
2. Application
The applicant receives an email invitation to complete the case that includes a questionnaire.
3. Processing
Certn processes the check using the information supplied by the applicant.
4. Results
The check's results become available to you in CertnCentric and to the applicant in the applicant portal.
Next steps
After you've placed your order and we've received the required details from the applicant, the check is complete.
You can view case and check results in CertnCentric. Learn more in our Manage your cases Certn Help article.
To learn more about this check’s results see our Questionnaire results Certn Help article.