First Defense Screening Criteria

$197.00

Your gut feeling is a liability. It’s time to build a filter. Stop falling for sob stories and start using a professional system that protects your property, your time, and your bank account.

The First Defense Screening Criteria is a 60-minute tactical deep dive designed to build your business’s immune system. As an investor, instructor, and WI Realtor, I don’t just give you a generic list of credit scores. We are going to pressure-test your standards and build an ironclad system that does the “No-ing” for your.

What’s included:

  • The 60-Minute Strategy Session: A 1-on-1 “Pressure Test” where we audit your current standards and close the legal and financial gaps.

  • The Custom Screening Matrix: A professional, branded PDF of your non-negotiable standards based on your input during our session. (Covers Credit, Income, Criminal, and Rental History)

  • The “First Defense” Pre-Showing Script: My exact text/email template to weed out “looky-loos” before you waste your gas on a showing.

  • The Wisconsin Compliance Guardrails (Level 2): For WI Investors. We’ll cover the high-stakes nuances of Earnest Money vs. Security Deposits and the “Forbidden Questions” you legally cannot ask in our state.

The Goal: Stop guessing and start filtering. You walk away with a repeatable, professional system that ensures only the highest quality tenants get your keys.

National Strategy, Local Compliance
While my expertise is rooted in the high-compliance landscape of Wisconsin, the First Defense strategy is designed for investors nationwide.

A Note on Liability: For out-of-state clients, I will research your specific state’s screening and application regulations to the best of my ability to ensure our strategy is as sharp as possible. However, because rental laws are hyper-local and ever-changing, the final responsibility for legal compliance and liability always rests with the property owner. I provide the framework; you provide the final local “green light.

Your gut feeling is a liability. It’s time to build a filter. Stop falling for sob stories and start using a professional system that protects your property, your time, and your bank account.

The First Defense Screening Criteria is a 60-minute tactical deep dive designed to build your business’s immune system. As an investor, instructor, and WI Realtor, I don’t just give you a generic list of credit scores. We are going to pressure-test your standards and build an ironclad system that does the “No-ing” for your.

What’s included:

  • The 60-Minute Strategy Session: A 1-on-1 “Pressure Test” where we audit your current standards and close the legal and financial gaps.

  • The Custom Screening Matrix: A professional, branded PDF of your non-negotiable standards based on your input during our session. (Covers Credit, Income, Criminal, and Rental History)

  • The “First Defense” Pre-Showing Script: My exact text/email template to weed out “looky-loos” before you waste your gas on a showing.

  • The Wisconsin Compliance Guardrails (Level 2): For WI Investors. We’ll cover the high-stakes nuances of Earnest Money vs. Security Deposits and the “Forbidden Questions” you legally cannot ask in our state.

The Goal: Stop guessing and start filtering. You walk away with a repeatable, professional system that ensures only the highest quality tenants get your keys.

National Strategy, Local Compliance
While my expertise is rooted in the high-compliance landscape of Wisconsin, the First Defense strategy is designed for investors nationwide.

A Note on Liability: For out-of-state clients, I will research your specific state’s screening and application regulations to the best of my ability to ensure our strategy is as sharp as possible. However, because rental laws are hyper-local and ever-changing, the final responsibility for legal compliance and liability always rests with the property owner. I provide the framework; you provide the final local “green light.