Templates
Real Estate
Apartment Screening Process
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Apartment Screening Process

Efficiently screen potential apartment tenants with our comprehensive workflow, ensuring reliable income, positive rental history, and trustworthy references.
1
Collect Potential Tenant Information
2
Conduct a Pre-Screening Interview
3
Check Credit Reports
4
Review Rental History
5
Approval: Rental History Review
6
Verify Income Documents
7
Approval: Income Verification
8
Contact Previous Landlords
9
Review Tenants Current Employment Status
10
Conduct In-Person Interview
11
Check for any Criminal Records
12
Review Reference Checks
13
Approval: Reference Check
14
Discuss Lease Agreement Details
15
Approval: Lease Agreement
16
Finalize Lease Agreement
17
Hand Over Keys to Tenant
18
Update Apartment Occupancy Record
19
Confirm Initial Payment from Tenant
20
Send Welcome Email to Tenant