When you're working a rental in BoldTrail BackOffice, you can send a prospective tenant for screening with Rental Beast without leaving the transaction. The deal and the screening stay in one place.
This article covers both sides: a quick one-time setup so screening shows up on the right transactions, and how to send a screening and confirm it went.
There's no cost to you or your brokerage. Rental Beast charges the applicant directly, so there's nothing to buy and no plan to activate.
How to set up Rental Beast (one-time, for admins)
Rental Beast is turning on for accounts in stages. Once it's on your account, you'll find it on the Add-Ons page under Business essentials. If you don't see it yet, it's on its way.
Go to Add-ons > Rental Beast > Configuration
Review the eligible transaction types. This list controls where the tenant-screening option appears. It starts with the two built-in rental types, Rent/Lease and Commercial Lease, already selected.
Click the toggle to either add or remove types to match how your brokerage works - including any custom transaction types you've set up.
The tenant-screening option only shows on the transaction types you select here. That keeps screening off deals where it doesn't belong, so it can't be sent by mistake. You can come back and adjust the list any time.
There's no subscription step and nothing to pay: once the types are set, you're ready to screen.
How to send a tenant for screening (any user on the transaction)
Before you start
The transaction has to be an eligible rental type.
The option only appears on the transaction types chosen in setup (see above).
If you don't see it on a transaction, that type isn't on the eligibility list yet.
The transaction needs the details Rental Beast requires. Before anything is sent, BackOffice checks that these are filled in:
the agent's name, email, and phone
the listing's street address, city, state, and postal code
the applicant's name, email, and phone
If any are missing, you'll see a message naming exactly which fields to add, and nothing is sent. Add the details on the transaction the usual way, then send again. This check is there so a screening never goes out half-complete.
Open the corresponding transaction.
Click Action > Send tenant screening.
Send the screening. Anyone on the transaction can send it — you don't need to be the transaction owner.
Once the request goes through, the transaction shows a confirmation that screening was sent, and the option locks so it can't be sent again. That's expected — it stops a duplicate screening (and a duplicate charge to your applicant) from going out by accident.
Where it's recorded
Every screening is logged in two places, so there's always a record:
on the transaction's activity log, as an entry that tenant screening was sent, and
on the applicant's (tenant contact's) activity log, as the same entry.
From there, your applicant completes the screening with Rental Beast directly, including payment. The results are handled on Rental Beast's side; they aren't shown in Backoffice.