Real estate / Free editable template

Tenant screening checklist template

Screening every applicant the same way is fairer and easier to defend. This example shows one tenancy application as a file with five checks, each stamped pass or refer: identity and right to rent, credit, income and affordability, employer reference and previous landlord. Beside it sit the affordability sum, the rules that turn the stamps into a decision and the final outcome.

This is a planning example, not legal or financial advice. Property and tenancy law differs by country and state and changes often: check current rules.

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Tenant screening checklist example showing five checks, each stamped pass or refer, affordability sum and guarantor threshold, decision rules and recorded outcome
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Fix the checks

    Choose the checks you run on everyone and the order you run them in, and write down what counts as a pass.

  2. Record each result

    Stamp each check pass, refer or fail with a short note of the evidence, such as the date you saw an ID document.

  3. Apply the rules

    Turn the results into a decision with the same rules every time, and give the reasons in writing if you decline.

Questions about this template

What do the PASS and REFER stamps mean?

Each of the five checks gets a PASS or REFER stamp, and the decision rules turn the stamps into an outcome, such as asking for a guarantor after one refer. Edit the rules to match your own lettings policy.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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