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
