Workflow Templates: Tenant Screening Checklist

Initial Contact

Record the prospective tenant's basic contact information

Ask pre-screening questions regarding employment, reason for moving, and desired lease term

Schedule a property viewing appointment

Application Process

Provide the tenant with a rental application form

Collect the application fee if applicable

Inform the applicant about the screening process and timeline

Credit and Background Checks

Obtain written consent to perform credit and background checks

Review the tenant's credit history and score

Verify the tenant's criminal record and past evictions if any

Employment and Income Verification

Contact the tenant's employer to confirm employment status and income

Request recent pay stubs or bank statements as proof of income

Calculate the income-to-rent ratio to ensure affordability

Rental History Verification

Contact previous landlords to inquire about the tenant's rental history

Ask about timely rent payments, property care, and notice period given before moving out

Check for any past disputes or legal actions between the tenant and former landlords

References Check

Contact the provided personal and professional references

Ask about the tenant's reliability, behavior, and any potential concerns

Document each reference's feedback for final evaluation

Final Review and Decision

Consolidate all collected information and assess the applicant's suitability

Discuss any potential concerns or red flags with a property manager or legal advisor

Notify the applicant of the decision and provide reasons if the application is denied

Template Library Home

Tenant Screening Checklist

Initial Contact

Application Process

Credit and Background Checks

Employment and Income Verification

Rental History Verification

References Check

Final Review and Decision

Use this template in Manifestly

Template Library Home

Tenant Screening Checklist

Initial Contact

Application Process

Credit and Background Checks

Employment and Income Verification

Rental History Verification

References Check

Final Review and Decision

Use this template in Manifestly

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