Workflow Templates: Tenant Screening Checklist

Template Library Home

Start using this Workflow

Tenant Screening Checklist

Initial Contact

Record the prospective tenant's basic contact information

Ask pre-screening questions to determine suitability

Schedule a property viewing if pre-screening is satisfactory

Application Process

Provide the tenant with a rental application form

Ensure the tenant completes all required fields in the application

Collect the application fee, if applicable

Background Checks

Conduct a credit check to assess financial reliability

Perform a criminal background check

Contact previous landlords for rental history and references

Income Verification

Request copies of recent pay stubs

Ask for proof of employment or an employment verification letter

Calculate the rent-to-income ratio to ensure affordability

Rental History Review

Analyze rental history for timely payments and lease fulfillment

Check for any past evictions or disputes

Confirm the reasons for leaving previous rentals

Final Assessment

Evaluate all collected information against your rental criteria

Discuss the application with property management or the property owner

Make a decision to accept or reject the application

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.