The Tenant Screening Playbook: Master Prompt + Legal Checklist
How to score any rental applicant, person or company, in 15 minutes with one Claude prompt, and never request a document that gets you sued.
Hey everybody, welcome back to PropAnalyst.
Today’s post is about the decision that destroys more rental returns than any spreadsheet error ever will: who you hand the keys to.
And “who” is two different animals. Sometimes it is a person renting a flat. Sometimes it is a company renting your commercial unit, your office, your warehouse. The downside is the same, an empty asset and a slow eviction, but the risk you are pricing is completely different. A person has payslips and a job. A company has accounts, a trading history, and an owner who may or may not stand behind it. This playbook covers both.
Here is the math nobody runs before signing. An eviction for non-payment is slow almost everywhere. In the US it ranges from a few weeks in landlord-friendly states to many months in tenant-protective cities. In England, a Section 8 / Section 21 process commonly runs six months to a year once court and bailiff backlogs are counted. In Spain, the realistic range in 2026 is 6 to 15 months. Commercial leases follow their own rules, but recovery is rarely faster, and the rent at stake per month is usually higher. Different legal systems, same shape: while the clock runs, you cover the mortgage, the taxes, the building fees, and the legal bills. The tenant covers nothing.
Most landlords think screening is about finding a good tenant. Wrong.
Screening is underwriting. You are pricing a 12-month default risk before you sign it. And most landlords price it with a gut feeling and a viewing.
The fix is not a background-check subscription. It is a repeatable scoring system: a fixed document stack you are legally allowed to request, one master prompt that turns that stack into a scored verdict, and a legal checklist so the screening itself never becomes your liability. Because in most countries, asking for the wrong document or rejecting on the wrong basis is not just rude. For an individual it is a fair-housing or data-protection violation you can be fined or sued for; for a company it is a commercial decision you simply need to document.
This playbook is built two ways. The method is identical; the inputs split into two tracks:
→ Track A, the individual. A person renting to live. You score affordability and document consistency, inside fair-housing and data-protection law.
→ Track B, the company. A business renting a commercial space. You score corporate solvency, trading history, and the guarantee behind the lease.
It is also jurisdiction-agnostic. Document names and laws change by country, so each section flags what to swap for the US, the UK, the EU, and Spain. Adapt the labels, keep the system.
By the end of this post, you will have the exact document stack for both an individual and a corporate applicant, two Master Prompts that cross-check each dossier and return a PROCEED / VERIFY / PASS verdict with a numeric score, and the legal checklist that keeps the whole process clean wherever you operate.
Here is what is inside.
Table of contents
The 15-month mistake (screening is underwriting)
Two tracks: the individual vs the company
Track A: the individual document stack + Master Prompt
Track B: the company document stack + Master Prompt
The verdict matrix: PROCEED / VERIFY / PASS (works for both)
The legal checklist: fair housing, data protection, and corporate diligence
Bonus: copy-paste email templates for both tracks
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7️⃣ The Tenant Screening Playbook: Master Prompt + Legal Checklist (You are Here📍)
8️⃣ Real Estate Data Sources by Country (coming soon)
9️⃣ ROI Calculation Mistakes 80% of Investors Make (coming soon)
🔟 The Institutional Hotel Underwriting & LP Waterfall Model (coming soon)
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