Screening forms are the entry point for a household into your program(s). They are designed to collect basic household qualification information. Households that appear to be a good fit become your waitlist or lottery participants.
Here is a short video overview.
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.
Read more about these different waitlist models at Affordable Housing Waitlists: Introduction.