<aside> 📁 Duplicate this template to use for your tenant screening checklist.

• Table Of Contents </aside>

Initial Inquiry and Pre-Screening

• [ ] Verify tenant's purpose for moving
• [ ] Ask about intended rental duration
• [ ] Inquire about number of occupants
• [ ] Discuss pet ownership, if applicable
• [ ] Confirm tenant's non-smoking status, if required
• [ ] Preliminary discussion about tenant's income level
• [ ] Inform about key rental property policies
• [ ] Check willingness to undergo a formal background and credit check

Application Process

• [ ] Receive completed rental application
• [ ] Verify tenant's personal information (name, DOB, etc.)
• [ ] Collect proof of identity (photo ID, passport, etc.)
• [ ] Obtain proof of income (pay stubs, bank statements, etc.)
• [ ] Gather previous rental history references
• [ ] Request personal references
• [ ] Collect application fees, if applicable