Screening Forms: Introduction

Screening forms are the entry point for a household into your program(s).

Some organizations may refer to a screening form as a waitlist application or a pre-application; they are designed to collect basic household qualification information.

Screening forms ask for information about the primary household member, such as name, cell phone, email, household income, assets, debt, and any “deal breaker” program requirements.

Screening forms filter households that are the best candidates for your programs. You are free to adjust these criteria. High-volume clients may tighten the criteria to restrict access, and low-volume clients may relax the criteria to be more accommodating.

Households meeting your screening form standards are added to a specific waitlist or pool.

Read more about these different waitlist models at Affordable Housing Waitlists: Introduction.

Check out a Demo Screening Form