{"id":14311,"date":"2018-06-11T13:08:57","date_gmt":"2018-06-11T13:08:57","guid":{"rendered":"https:\/\/www.process.st\/templates\/tenant-screening-checklist\/"},"modified":"2024-02-28T21:30:29","modified_gmt":"2024-02-28T21:30:29","slug":"tenant-screening-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/tenant-screening-checklist\/","title":{"rendered":"Tenant Screening Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n6kCF0F8edxzpotZELlCvQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n6kCF0F8edxzpotZELlCvQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>According to the <a href=\"http:\/\/www.rentalprotectionagency.com\/rental-statistics.php\" rel=\"nofollow\"><span>Rental Protection Agency<\/span><\/a>, the increasing growth rate of new renters means that about <strong>2,654 individuals are entering the market every day<\/strong>. This means that it\u2019s a great time to be a landlord. It also means that with more applicants to choose from, there is a <strong>greater need to have an effective screening process<\/strong> that helps landlords find the most suitable tenants.<\/p>\n<p>As a landlord or property manager, tenant screening can often seem like a <strong>daunting process<\/strong> that swallows up time, effort, and money. It is essentially an individual <strong>risk evaluation<\/strong> from which you must find qualified, trustworthy tenants that will be a good fit for your property.<\/p>\n<p>The truth is, <strong>it doesn\u2019t need to be difficult or nerve-racking.<\/strong> The key is to identify your specific requirements early on, treat everyone equally based on those requirements, and utilize efficient online tools to help you get through the nitty gritty work.<\/p>\n<p><strong>By running this checklist<\/strong>, you can evaluate a prospective tenant <strong>within 48 hours<\/strong> and <a href=\"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">move on to the lease signing<\/a> knowing that you have taken all of the steps to ensure you are welcoming a qualified individual.<\/p>\n<p>Let's get going!<\/p>\n<p class=\"style-info\"><span>As you work through the tasks, the checklist will expand in accordance with how the screening process progresses.&nbsp;<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"basic-info\">\n<h2>Basic info:<\/h2>\n<\/section>\n<section id=\"record-prospective-tenant-and-property-details\">\n<h2>Record prospective tenant and property details<\/h2>\n<div class=\"text-content\">\n<h4>Prospective tenant details<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4>Property details<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Address line 1 (street address) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Address line 2 (apartment, suite, unit) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> City <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> State <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> ZIP code <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4>Approver details<\/h4>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Certain tasks within this Tenant Screening Checklists need review and approval from the relevant personnel in your team. Take the time to fill out the approver details below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Approver full name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prescreening\">\n<h2>Pre-screening:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r7xYDTnKh2c1EPkLd39MQQ.png\" alt=\"Pre-screening:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r7xYDTnKh2c1EPkLd39MQQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"hold-an-initial-phone-call\">\n<h2>Hold an initial phone call<\/h2>\n<div class=\"text-content\">\n<p>During your initial phone call with the prospective&nbsp;tenant, there are a number of important questions to ask and points to discuss.<\/p>\n<p><strong>Begin by describing the following points:<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The property\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Any special amenities\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The area\/neighborhood\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The screening and onboarding process\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>After discussing those points, <strong>ask the questions below and document their answers.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>Prospective tenant name:&nbsp;<\/strong>{{form.First_name}} {{form.Last_name}}<br \/><strong>Phone number:&nbsp;<\/strong>{{form.Phone_number_2}}<\/p>\n<p class=\"style-warning\">Be<strong> polite, helpful, and lead&nbsp;the conversation. <\/strong>The person on the other end of the phone might just be your ideal tenant, and it is your responsibility to make a<strong> good first impression while collecting all of the information you need.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Why are you moving? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> What is your ideal move-in date? <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Do you have a job? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> What is your monthly income? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> How many people will be living in the unit? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will you be able to provide the security deposit when we sign a lease? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Can you provide references from your two former landlords? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will you consent to a credit and background check? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Have you ever been evicted? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-a-property-viewing\">\n<h2>Conduct a property viewing<\/h2>\n<div class=\"text-content\">\n<p>The in-person property tour is a <strong>great opportunity for you to get to know the person better<\/strong> and decide if it is worth them filling out a rental application.&nbsp;<\/p>\n<p><strong>Let them do most of the talking. <\/strong>Ask simple, <strong>open-ended questions<\/strong> like:<\/p>\n<ul>\n<li><em>Why are you interested in this place?<\/em><\/li>\n<li><em>Can you describe your ideal lease agreement?<\/em><\/li>\n<li><em>What do you think of your current job?\n<p><\/em><\/li>\n<\/ul>\n<h5>Look out for red flags<\/h5>\n<p>There are certain things to look out when meeting the prospective tenant for the first-time. <strong>Typical warning signs include:&nbsp;<\/strong><\/p>\n<ul>\n<li>Arriving late<\/li>\n<li>Rude or disinterested behavior<\/li>\n<li>Information that contradicts what was said during phone\/email conversations<\/li>\n<\/ul>\n<p>If you experience any strong negative feelings from the property viewing, make a note of it and consider not moving forward with the process.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> How did the property viewing go? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-if-rental-application-should-be-issued\">\n<h2>Determine if rental application should be issued<\/h2>\n<div class=\"text-content\">\n<p>This step needs approval from the relevant personnel for the continuation of this checklist.<\/p>\n<p>After conducting an initial phone call and property viewing, <strong>review all&nbsp;information<\/strong> that's been gathered and decide whether or not you will be inviting the prospective tenant to fill out a rental application:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Reason for moving: <\/strong>{{form.Why_are_you_moving?}}<\/p>\n<p><strong>Ideal move-in date:<\/strong>&nbsp;{{form.What_is_your_ideal_move-in_date?_2}}<\/p>\n<p><strong>Tenant has a job:<\/strong> {{form.Do_you_have_a_job?_2}}<\/p>\n<p><strong>Monthly income:&nbsp;<\/strong>{{form.What_is_your_monthly_income?}}<\/p>\n<p><strong>Ability to pay security deposit upon lease signing:&nbsp;<\/strong>{{form.Will_you_be_able_to_provide_the_security_deposit_when_we_sign_a_lease?}}&nbsp;<\/p>\n<p><strong>Landlord references:&nbsp;<\/strong>{{form.Can_you_provide_references_from_your_two_former_landlords?}}<\/p>\n<p><strong>Consent for credit and background check:&nbsp;<\/strong>{{form.Will_you_consent_to_a_credit_and_background_check?}}<\/p>\n<p><strong>Evictions:<\/strong>&nbsp;{{form.Have_you_ever_been_evicted?}}<\/p>\n<p><strong>Property viewing:&nbsp;<\/strong>{{form.How_did_the_property_viewing_go?}}<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will a rental application be issued? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will the prospective tenant require a co-signer? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Determine if rental application should be issued<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"rental-application\">\n<h2>Rental application:<\/h2>\n<div class=\"text-content\">\n<p><strong>Every rental agreement form should at least include the following sections:<\/strong><\/p>\n<ul>\n<li>Rental History<\/li>\n<li>Employment and Income<\/li>\n<li>References<\/li>\n<li>General Information<\/li>\n<li>Additional Questions<\/li>\n<\/ul>\n<p class=\"style-warning\">Although some people still issue <a href=\"https:\/\/wp.zillowstatic.com\/18\/Rental-Application-form-cabefa.pdf\" rel=\"nofollow noopener\" target=\"_blank\">paper forms<\/a>, a better alternative is to invite the tenant to complete an <strong>online rental application<\/strong> using a property management software tool like <a href=\"https:\/\/cozy.co\/for-landlords\/rental-applications\/\" rel=\"nofollow noopener\" target=\"_blank\">Cozy<\/a>, <a href=\"https:\/\/www.avail.co\/landlords\/online-rental-applications\" rel=\"nofollow noopener\" target=\"_blank\">Avail<\/a>, or <a href=\"https:\/\/www.buildium.com\/features\/online-rental-applications\/\" rel=\"nofollow noopener\" target=\"_blank\">Buildium<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-cosigner-contact-details\">\n<h2>Record co-signer contact details<\/h2>\n<div class=\"text-content\">\n<p>Because the prospective tenant <strong>doesn't a sufficient income<\/strong>, they will need to have at least one co-signer on the lease agreement who is able to fulfill your income requirements.<\/p>\n<p>A co-signer is <strong>often a parent or sibling<\/strong> who is <strong>legally obligated<\/strong> to pay rent if the borrower does not make payments.&nbsp;<\/p>\n<p class=\"style-warning\">Be sure that the <strong>total income<\/strong> of all applicants and co-signers <strong>meets your income requirements<\/strong> (typically <strong>2-3x<\/strong> the monthly rent)<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Co-signer full name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Co-signer phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"collect-and-review-application\">\n<h2>Collect and review application<\/h2>\n<div class=\"text-content\">\n<p>This task requires approval from the relevant personnel for the continuation of this checklist.<\/p>\n<p>When you receive the completed application, <a href=\"https:\/\/www.avail.co\/education\/guides\/complete-guide-to-tenant-screening\/how-to-review-rental-applications\" rel=\"nofollow noopener\" target=\"_blank\">look through it carefully<\/a> to <strong>make sure it is in line with the information gathered during the pre-screening phase.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Rental application <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-2\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Collect and review application<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"take-a-copy-of-tenant-id-front-and-back\">\n<h2>Take a copy of tenant ID (front and back)<\/h2>\n<div class=\"text-content\">\n<p>A color copy of the potential tenant's ID (passport, driving license or identity card) is a key component for your records.&nbsp;<\/p>\n<p class=\"style-warning\"><strong>The sole purpose <\/strong>of asking them for a copy of their ID is to<strong> verify their identity.<\/strong> This should be made clear to all potential tenant's, especially those that express unease and cannot understand why you would make such a request.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"incomeemployment-verification\">\n<h2>Income\/employment verification:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h8EX086VLFlMHl2yaZ1GMA-scaled.jpg\" alt=\"Income\/employment verification:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h8EX086VLFlMHl2yaZ1GMA-scaled.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-company-details\">\n<h2>Gather company details<\/h2>\n<div class=\"text-content\">\n<p><strong>Verify the applicant's employer name and contact details <\/strong>(online search or white pages).<\/p>\n<p class=\"style-danger\"><strong>Do not rely solely on the information the prospective tenant has listed in their application.<\/strong> While it is unlikely that they listed a <strong>fake business name<\/strong>, it is not uncommon for them to state a <strong>misleading phone number<\/strong> of a relative or other individual.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Applicant's employer (company name) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Applicant's employer phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Applicant's employer HR department phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Applicant's employer address line 1 (street address) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Applicant's employer address line 2 (apartment, suite, unit) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> City <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> State <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> ZIP code <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"submit-employment-verification-request-form\">\n<h2>Submit employment verification request form<\/h2>\n<div class=\"text-content\">\n<p><strong>Follow the sub-checklist below<\/strong> to verify the prospective tenant's employment and income*.&nbsp;<\/p>\n<p class=\"style-info\"><strong>Company name:<\/strong>&nbsp;{{form.Applicant's_employer_(company_name)}}<br \/><strong>Phone number:&nbsp;<\/strong>{{form.Applicant's_employer_phone_number}}<br \/><strong>HR department number:&nbsp;<\/strong>{{form.Applicant's_employer_HR_department_phone_number}}<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Contact the human resources department\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Let the representative know that you are a landlord calling to verify a prospective tenant's employment status\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ask: Does the applicant work there?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ask: How long have they worked there?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ask: What is their hourly, weekly or yearly salary?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ask: Is there any anticipated change in their salary in the next year?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Were you able to complete the verification request over the phone? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">*An employment verification request can be completed<strong> over the phone<\/strong>, although <strong>employers often require the applicant's written consent<\/strong> before providing you with information regarding their income, <strong>in which case a written form is necessary.&nbsp;<br \/><\/strong><br \/>Check out a <a href=\"https:\/\/www.thebalancesmb.com\/sample-employment-verification-request-form-2124999\" rel=\"nofollow noopener\" target=\"_blank\">sample employment verification request form<\/a>&nbsp;for guidelines.<strong><\/strong><strong><\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"receive-employment-verification-form\">\n<h2>Receive employment verification form<\/h2>\n<div class=\"text-content\">\n<p>When you receive the verification form, look through it to make sure it contains the following information:<\/p>\n<ul>\n<li>Name of Applicant<\/li>\n<li>Position (Job Title)<\/li>\n<li>Date of Hire<\/li>\n<li>Pay Rate (Hourly, Monthly, Annually)<\/li>\n<li>Is there an anticipated change in their salary in the next 12 months?<\/li>\n<li>Likelihood of continuous employment (Strong\/Average\/Poor)<\/li>\n<li>Signature<\/li>\n<li>Title of company representative<\/li>\n<li>Phone number<\/li>\n<li>Date<\/li>\n<\/ul><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Were you able to successfully verify the applicant's income\/employment? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"landlord-references\">\n<h2>Landlord references:<\/h2>\n<div class=\"text-content\">\n<p>Call the applicant's previous landlords to <strong>gain more insight into their previous rental experiences.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"contact-previous-landlords\">\n<h2>Contact previous landlords<\/h2>\n<div class=\"text-content\">\n<p>Use the <strong>information provided in the rental application<\/strong> to contact the prospective tenant's prospective landlords.&nbsp;<\/p>\n<p>Talk to the applicant's previous <strong>two<\/strong> landlords because the current landlord won\u2019t be able to answer questions regarding move-out condition, deposit withholdings, or subsequent lawsuits.<\/p>\n<p class=\"style-danger\">For good measure, check <a href=\"https:\/\/publicrecords.onlinesearches.com\/Assessor-and-Property-Tax-Records.htm\" rel=\"nofollow noopener\" target=\"_blank\">public tax records<\/a> to <strong>verify the name<\/strong> of the property owner.<\/p>\n<p><strong>Ask each landlord the following questions:<\/strong><\/p>\n<ul>\n<li><em>What were the start and end dates of the lease?<\/em><\/li>\n<li><em>Were there any late or partial payments?<\/em><\/li>\n<li><em>Were there any noise violations or disturbances?<\/em><\/li>\n<li><em>In what condition did they leave the property?<\/em><\/li>\n<li><em>Did they threaten or try to sue you?<\/em><\/li>\n<li><em>Would you rent to them again?<\/em><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"evaluate-track-record\">\n<h2>Evaluate track record<\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Are you satisfied with the applicant's landlord references? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Would you like to proceed with the application? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"formal-checks\">\n<h2>Formal checks:<\/h2>\n<\/section>\n<section id=\"complete-background-check\">\n<h2>Complete background check<\/h2>\n<div class=\"text-content\">\n<p><strong>Common screening standards:<\/strong><\/p>\n<ul>\n<li>No evictions<\/li>\n<li>Any convictions in the last 2 years will be reviewed<\/li>\n<li>No violent, armed, or destructive crimes<\/li>\n<li>No credit card debt (if it is very low that is usually acceptable)<\/li>\n<\/ul>\n<p class=\"style-warning\">Crimes that are most relevant to landlords are felonies, assault, arson, and theft.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-credit-report\">\n<h2>Review credit report<\/h2>\n<div class=\"text-content\">\n<p>A tenant's <a href=\"https:\/\/www.thebalancesmb.com\/how-to-run-a-credit-check-on-a-prospective-tenant-2125052\" rel=\"nofollow noopener\" target=\"_blank\">credit score<\/a> indicates how financially responsible the tenant is.&nbsp;<\/p>\n<p><strong>A good credit score is 680 or higher<\/strong>, however, the credit score alone is not enough to make a decision. You should also check how many monthly payments the tenant is making.&nbsp;<\/p>\n<p class=\"style-warning\"><strong>The best way <\/strong>to go about completing a credit report <em>and<\/em> background check is through a secure<strong> online property management tool<\/strong> like&nbsp;<a href=\"https:\/\/home.cozy.co\/screening-tools\/request-reports\/#!\/\" rel=\"nofollow noopener\" target=\"_blank\">Cozy,&nbsp;<\/a><a href=\"https:\/\/www.mysmartmove.com\/SmartMove\/credit-check-tenant.page\" rel=\"nofollow noopener\" target=\"_blank\">TransUnion Smart Move,<\/a>&nbsp;or <a href=\"https:\/\/www.experian.com\/screening-services\/\" rel=\"nofollow noopener\" target=\"_blank\">Experian.<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"evaluate-overall-suitability\">\n<h2>Evaluate overall suitability<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lwsjVOJ_WDUygNIfSN9B_Q.jpg\" alt=\"Evaluate overall suitability\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lwsjVOJ_WDUygNIfSN9B_Q.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Does the applicant meet all of the tenant requirements? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-rejection-email\">\n<h2>Send rejection email<\/h2>\n<div class=\"text-content\">\n<p>Below is a template <strong>rejection email<\/strong> that you can quickly send to the applicant.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-acceptance-email\">\n<h2>Send acceptance email<\/h2>\n<div class=\"text-content\">\n<p>Below is a template <strong>acceptance email<\/strong> that you can quickly send to your new tenant!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"onboarding\">\n<h2>Onboarding:<\/h2>\n<\/section>\n<section id=\"move-on-to-tenant-onboarding\">\n<h2>Move on to tenant onboarding<\/h2>\n<div class=\"text-content\">\n<p><strong>Nice work<\/strong>, you've completed a comprehensive screening process and <strong>found a suitable tenant!<\/strong> It's now time to move on to <a href=\"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">tenant onboarding<\/a>.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.mysmartmove.com\/SmartMove\/blog\/6-rental-statistics-landlords-need-know.page\" rel=\"nofollow noopener\" target=\"_blank\">Andrea Collatz - 6 Rental Statistics Every Landlord Needs to Know Today<\/a><\/li>\n<li><a href=\"https:\/\/www.moneycrashers.com\/screening-potential-tenants-questions-credit-background-check\/\" rel=\"nofollow noopener\" target=\"_blank\">Angela Colley - How to Screen Potential Tenants<\/a><\/li>\n<li><a href=\"https:\/\/www.avail.co\/education\/articles\/tenant-screening-checklist-for-landlords\" rel=\"nofollow noopener\" target=\"_blank\">Kasia Manolas - Tenant Screening Checklist for Landlords<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalancesmb.com\/sample-employment-verification-request-form-2124999\" rel=\"nofollow noopener\" target=\"_blank\">Erin Eberlin - Sample Employment Verification Request Form<\/a><\/li>\n<li><a href=\"https:\/\/www.landlordology.com\/guides\/landlords-guide-tenant-screening\/\" rel=\"nofollow noopener\" target=\"_blank\">Lucas Hall - The Landlord's Guide to Tenant Screening<\/a><\/li>\n<li><a href=\"https:\/\/www.avail.co\/education\/guides\/complete-guide-to-tenant-screening\/how-to-review-rental-applications\" rel=\"nofollow noopener\" target=\"_blank\">Kasia Manolas - How to Review Rental Applications<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalancesmb.com\/how-to-run-a-credit-check-on-a-prospective-tenant-2125052\" rel=\"nofollow noopener\" target=\"_blank\">Erin Eberlin - How to Run a Credit Check on a Prospective Tenant<\/a><\/li>\n<li><a href=\"https:\/\/rentberry.com\/tenant-screening\" rel=\"nofollow noopener\" target=\"_blank\">Rentberry - Decentralized Tenant Screening<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Tenant Onboarding Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/landlord-screening-checklist\/#related-checklists\" rel=\"nofollow noopener\" target=\"_blank\"><span>Landlord Screening Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/landlord-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Landlord Onboarding Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/real-estate-sales-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Real Estate Sales Process<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/real-estate-listing\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Real Estate Listing<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/pre-listing-house-cleaning-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Pre-Listing House Cleaning Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/house-viewing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>House Viewing Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/home-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Home Inspection Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/home-staging-guide\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Home Staging Guide<\/span><\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: According to the Rental Protection Agency, the increasing growth rate of new renters means that about 2,654 individuals are entering the market every day. This means that it\u2019s a great time to be a landlord. It also means that with more applicants to choose from, there is a greater need to have an effective [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":14312,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"30","template_description":"Run this checklist every time a person expresses interest in renting a property you manage","template_id":"m_nHd-xqsVfY1_-MscNHfQ","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Basic info:","task_slug_1":"basic-info","task_2":"Record prospective tenant and property details","task_slug_2":"record-prospective-tenant-and-property-details","task_3":"Pre-screening:","task_slug_3":"prescreening","task_4":"Hold an initial phone call","task_slug_4":"hold-an-initial-phone-call","task_5":"Conduct a property 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