Resources · Screening Checklist
Free download
The tenant screening checklist we actually use
Five steps, fifteen items, used on every applicant we screen. Free to download and adapt for your own portfolio.
This is the exact screening checklist our team uses on every applicant. Five steps, fifteen specific items, plus the criteria we apply at each stage. Download as a PDF or copy into your own process. Customize as needed for your jurisdiction.
Step 1: Application and consent
Full application form including prior addresses for two years, current and prior employer, income, two references, and consent for credit and background pulls.
Step 2: Credit and background
Credit score, tradeline review, collection accounts, recent inquiries, criminal background where legally permitted, eviction history search.
Step 3: Income verification
Most recent two pay stubs. Employer phone call to confirm employment status and income. Self employed: bank statements and prior year tax returns.
Step 4: Landlord references
Phone call with two most recent landlords. Specific questions: paid on time, gave proper notice, left unit in good condition, would rent to again.
Step 5: Decision and documentation
Apply standard criteria. Document the decision and reasoning. Notify applicant in writing. Comply with fair housing rules at every stage.
Featured items
Free downloads and reads
Download
Screening Checklist PDF
Single page printable checklist. 15 items across 5 stages.
Download
Reference Call Script
6 question script for calls with prior landlords.
Template
Income Verification Letter Template
Employer verification template for use during screening.
Template
Decision Letter Template
Approval, conditional approval, and decline letter templates.
Frequently Asked