Selection Criteria
Define criteria by which Sophie qualifies applicants.
With selection criteria, you define which requirements applicants must meet. Sophie uses these criteria for automatic pre-qualification.
Criteria Types
Mandatory Criteria
Applicants must meet these criteria to be considered:
- Minimum net income (e.g., 3x base rent)
- No negative credit entries
- Employment status (permanent)
Preferred Criteria
These criteria are preferred but not mandatory:
- Non-smoker
- No pets
- Long-term rental intention
Exclusion Criteria
Applicants are automatically rejected if:
- Insolvency proceedings pending
- Previous rental arrears known
Proof of Income
You can accept various types of income:
- Salary: Pay slips
- Self-employed: Tax assessments, financial statements
- Pension: Pension notice
- Guarantee: Parental guarantee for students
Income Calculation
Sophie automatically calculates:
- Net income vs. rent burden
- Household income for multiple tenants
- Guarantee amounts
Add Criteria
- Open the listing
- Navigate to Criteria
- Click + Add Criterion
- Select criterion type
- Define the value
Example: Minimum Income
Type: Income Operator: at least Value: 2,500 € net Mandatory: Yes
Tolerances
For borderline cases, you can define tolerances:
- Income: ±10% tolerance
- Credit Check: Ignore single entries under X €
Sophie will ask for your decision in borderline cases (Clarification).
Activate Automatic Evaluation
- Open the listing
- Navigate to Criteria
- Activate Automatic Evaluation
Sophie now automatically evaluates all incoming applications based on your criteria.