Best Tenant Screening Checklist [10+ Templates to Download]

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Renting out space is definitely a big responsibility. Being the owner who draws a source of income from this or a broker there is no way you can decide at first glance if the potential tenant is the right one for you. This is where a tenant screening checklist templates can come in handy. You don’t have to look anywhere else, with our list of the best tenant screening checklists, brought to you here. We also share five dependable steps you can use to create your own checklist for screening tenants.

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5 Steps to Make a Tenant Screening Checklist

Step 1: Plan Out Requirements

What are the criteria based on which a tenant would be chosen to rent out your space? This could vary for residential spaces and commercial spaces Jot these various points down as this helps form questions to put across, to get information from the client during the entire process of screening.

Step 2: Have a Neat Layout

Does the tenant have sufficient income to afford rent? What kind of business does the tenant plan to run in the rented space? These are all questions that need answering. However some information like your general opinion about them from the first meeting, etc. may need more space to be recorded. Allot space accordingly to include detailed answers as well.

Step 3: List Dates

Make sure to put down the dates of how you progress with them. The date when initial contact was made, the day when the property was shown, etc. are all crucial to help you keep the pace of the process with each potential tenant. So make sure to take note of them.

Step 4: Check Their Credibility

Having items on the checklist that check their background and credibility is of utmost importance to the person leasing out the place. One of the items should be that you receive an official rental application from them. You want to be sure that they are reliable and can be trusted with your property.

Step 5: Make Sure to Let Them Know the Final Decision

The checklist should ensure that you have let them know your final decision. Remember to first accept the tenant you want and then deny the others. Let each and every applicant know and then tick this box off in each person’s checklist.

7+ Tenant Screening Checklist Templates

1. Professional Tenant Screening Checklist Template

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Size: 258 KB

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This rental screening checklist template provides an exhaustive list of information that a person would need to know from a potential tenant. It includes information about background checks. It comes with two forms taking consent from the potential tenant to contact employers as well as to access other rental histories. This is one of the most dependable tenant screening checklists you will find.

2. Rental Tenant Screening Checklist Template

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Size: 874 KB

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A ten-page screening checklist template format that is ideal for brokers. The template includes forms to be filled out by previous landlords and employer as part of the background check. Information about additional occupants, personal preferences and the condition of utilities at the time of handing over is all unique to this checklist. Download this today and use it to screen tenants for your property rentals.

3. Free Tenant Screening Checklist Template

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Size: 651 KB

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Efficiently organized into different sections based on a timeline, the checklist template helps one go about screening tenants with ease. The checklist is well worded and guarantees not more than a 24-48 hr. period to screen a potential tenant. It makes the whole process seem most effortless and easy. Trust this template to ensure that you ask the right questions from tenants before signing the lease.

4. Residential Tenant Screening Checklist Template

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Size: 198 KB

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The classic black font on a white background puts one at immediate ease. The checklist template true to its name requires ticking off boxes as you go through it. Ideal for home rentals the screening information includes everything one could have possibly thought of right from first impressions to checking their utility bill history without making the process seem overwhelming. Whether you’re in the hotel business, property leasing, or any real estate rental, this template is ideal.

5. Potential Tenant Screening Checklist Template

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Size: 69.7 KB

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Guiding you through the process of tenant screening this item checklist template lists twelve ‘must ask’ questions. Careful not to reduce the decision to a bunch of ‘yes’ es or ’no’s, this template makes sure one can record detailed answers. It ends with a general comments section in case any additional information needs to be put down. Bookmark this template and use it freely whenever you have to screen tenants for property leasing.

6. Landlord’s Tenant Screening Checklist Template

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Size: 19.1 KB

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The moving checklist template gives a list of sample questions that need to be inquired about from each potential tenant. The template divides these questions based on the interactions with them- the phone interview and the in-person property check. The template also sets an amazing precedent by reminding to eliminate the chances that any potential tenant is a registered sex offender. This is by far one of the most comprehensive tenant screening templates you’ll find.

7. Printable Tenant Screening Checklist Template

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Size: 35.5 KB

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A hybrid to do checklist template that not only helps you tick off items in the screening list but also gives enough and more space to put down extra details. An added advantage is the space designated to put down information about files that are digitally stored with regard to this particular person.

8. Sample Tenant Screening Checklist Template

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Size: 95.5 KB

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This fabulous to do checklist entails a linear list with information to be filled in. It then also contains an impressive and detailed checklist to facilitate the process in a comprehensive and detailed manner. The superior white, black and blue combination really helps use the template effectively.

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