This is the Criteria tab on the applicant detail view. It opens from the Applicant Detail View. You define the criteria themselves at listing level under Selection Criteria.
On this tab you see which of your rental criteria an applicant meets — split into pre-selection (self-reported data) and document verification (submitted documents). A progress bar and the fulfilment status ("9 of 10 met") show the current state at a glance.
What Locari does automatically: Check applicant data and documents against each defined criterion, calculate fulfilment status, include guarantor income when present, and update the fulfilment status as new data arrives. What you decide: Manually mark criteria as fulfilled or not fulfilled, assess borderline cases, and make a decision despite deviations.
Common Tasks
- View pre-selection
- Follow document verification
- Understand guarantor results
- Read fulfilment status and progress
- Move-in wish is converted
How To
View pre-selection
- Open the Criteria tab — the Pre-selection sub-tab is preselected.
- Each row shows: criterion name, requirement, fulfilment status (green / amber / red).
- Example: The Müller family, income criterion "minimum 2,500 €": applicant states 2,800 € — status green (fulfilled). Criterion "no pets": applicant has 1 cat — status amber (borderline, clarification pending).
- The progress bar at the top shows: e.g. 6/8 criteria fulfilled.
How the fulfilment status arises
Every fulfilment status is the result of a fixed comparison: Locari takes the value from the applicant data and checks it against exactly the threshold you set on the criterion. No AI gut feeling is involved and no points ranking — the same data always gives the same result.
Example household size. On the criterion "Household size" you set a maximum of 4 people. The Müller family moves in with 3 people (children count). Locari compares: 3 ≤ 4 → met, status green. A fourth person would still be met (4 ≤ 4); only from 5 people is the threshold exceeded. A minimum works the same way: if you set "at least 2 people", Locari checks whether the household size is ≥ 2.
Example income. For the criterion "Income ≥ 3x basic rent", Locari calculates the required threshold itself: basic rent × 3. With a basic rent of 900 € that is 2,700 €. The combined income of all adults moving in is added up — if the Müller family states 3,200 € together: 3,200 € ≥ 2,700 € → met (3.6 times the rent). If you set the criterion to "≥ 2x", the threshold is 1,800 €; at "≥ 1.5x" it is 1,350 €. Optionally you can store a tolerance on the criterion — then the income may fall short of the threshold by the set percentage and still counts as met.
Which criterion types exist and how you set thresholds, tolerance and the behaviour when not met is defined at listing level under Selection criteria.
What Locari does automatically: Check the applicant value against your threshold (e.g. household size ≤ maximum, income ≥ multiple of basic rent) and set the result to met / not met / pending. Rule-based and traceable — no AI score, no ranking. What you decide: Which criteria apply at all and with which thresholds. Locari only evaluates what you specify — and never rejects on its own. If a requirement is not met, the applicant is flagged for your manual review (GDPR Art. 22); you make the final decision.
Follow document verification
- Select the Document Verification sub-tab.
- Once documents have been uploaded and evaluated, document-based criteria appear here — e.g. SCHUFA positive, pay slip confirms at least 2,500 €.
- Example: SCHUFA criterion: document present, result "positive" — status green. If the report contains entries, the applicant stays qualified and is shown "with reservation"; more under Document Verification.
What the AI does during document verification: Extract values from documents (income, employment duration, SCHUFA result) and automatically compare them against the criteria. What you decide: When there are discrepancies the criterion shows amber status — you confirm or override the result.
Understand guarantor results
If a benefits agency (job centre or social welfare office) covers the rent, the applicant's statement is enough in the pre-selection; the row shows “Rent is covered by the benefits agency”. In the document review, the assurance or consent for this flat counts, or a confirmation from the agency where the flat is located whose cap covers the gross rent incl. heating. If it is missing, Locari asks for it; if your listing lacks a field for the comparison, you get a notice.
When an applicant has registered a guarantor and the income criterion is not met by the main applicant alone, Locari adds the guarantor's income. In this case the row also shows a "Guarantor" badge.
Example: Main applicant: 1,800 € income against a minimum of 2,500 €. Guarantor Ms. Schmidt: 900 € — combined 2,700 € → criterion fulfilled, "Guarantor" badge visible.
Read fulfilment status and progress
The fulfilment status appears top right on the card, as a fraction: "9 of 10 met" — the number of fulfilled criteria and the total. No score, no grade, no percentage about a person.
The badge turns green only when all criteria are met; as long as a single one is open it stays neutral. Green means "met" here, not "good" — a check mark on a criterion is a fact, not a judgement about a person.
Move-in wish is converted
If an applicant writes their move-in wish in their own words, Locari converts it into a value that the criterion "Move-in at the latest" can compare: immediately, flexible or a specific day. Locari counts periods from the date of the message. For a notice period: date of the message plus the period in months, rounded to the next first of the month. Anything that cannot be converted stays empty — nothing is guessed.
Example: Ms Schmidt writes on 20 October: "I will move in after my 3-month notice period ends." Locari calculates 20 January and rounds up to 1 February. If your latest move-in date is later than that, the criterion is met.
What Locari does: Read the move-in wish by fixed rules, convert it into a date and compare it with your criterion. The AI reads, the comparison is pure calculation. What you decide: Whether a move-in outside your period still suits you. You can override the criterion manually.
Views and Fields
Pre-selection criteria
Visible per criterion:
- Criterion name (in your interface language)
- Requirement value (e.g. "min. 2,500 €", "permanent", "no pets")
- Fulfilment status: fulfilled / not fulfilled / partially fulfilled / not applicable / pending
- Guarantor badge for income covered by a guarantor
Document verification criteria
Visible per criterion:
- Criterion name and requirement
- Minimum document count (e.g. "min. 3 pay slips")
- Fulfilment status after document evaluation
- Status badge: fulfilled / not fulfilled / partially fulfilled
Status meanings
- Fulfilled — criterion fully met
- Partially fulfilled — requirement met for n out of m parts (e.g. 2 of 3 household members)
- Not fulfilled — criterion not reached
- Not applicable — criterion does not apply to this applicant
- Pending — data not yet received or evaluation in progress
Good to know
- When you manually override a criterion, the original AI value is retained in the history.
- Criteria apply per listing — to adjust them switch to Selection Criteria.