Workflow Templates: Tenant Screening Checklist

Record the prospective tenant's basic contact information

Ask pre-screening questions to determine suitability

Schedule a property viewing if pre-screening is satisfactory

Provide the tenant with a rental application form

Ensure the tenant completes all required fields in the application

Collect the application fee, if applicable

Conduct a credit check to assess financial reliability

Perform a criminal background check

Contact previous landlords for rental history and references

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

Analyze rental history for timely payments and lease fulfillment

Check for any past evictions or disputes

Confirm the reasons for leaving previous rentals

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

Tenant Screening Checklist