"Applicant/New Tenant Office Checklist Form"

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APPLICANT/NEW TENANT OFFICE CHECKLIST
Property Address: _______________________________________________Rental Amount: _______________________
Names: ____________________________________________ Pets? (#, type, size, age)___________________________
Desired Move
Application
____________________________________________
In Date: ____________
Received Date: _____________
____________________________________________
Application Fee Received?
Once Application Fee Has Been Received:
□Verify Income:
□2 Months Pay Stubs
□3 X rent?
Income Amount:
□ID Copy(s) and Rental
□References
□ID
Names: ______________________________
Reference(s) Received
______________________________
______________________________
Notes:
□ APPROVED
□ DECLINED
□ Send Letter to Tenant
□ If within 48 hours SCHEDULE SIGNING
□ Notify
□ Notify
When does tenant
(skip holding fee section)
Tenant
Owner
want to sign: ______________
□ If within 2 weeks, start holding fee
Holding Fee Form
□ Create Holding Fee Form
How Sent? Email___ Fax___ Other: ________Holding Fee Amount:_________
□ Clarify Payment Methods with Tenant
□ Send Holding Fee Form to Tenant
(Check, money order, or online)
□ Holding Fee Form Returned
Date Received: ____________
Payment Method: _______________
□ If Necessary, Sight Unseen Form Sent and
Signed.
Give to Office Coordinator
□ Office Coordinator Review
Scheduled Lease Signing Date/Time: _____________________
If Currently Out of State:
Date Departing: ____________ Date Arriving: ____________________
Amounts Due At Signing:
Pro-rated rent: $
Deposit Due: $
Pet Deposit: $
□ Utilities and Insurance Form Sent to Tenant
□ CREATE LEASE
After Lease Signing
□ Scan Lease
□ Give Original Lease to Tenant
□ Payments to be posted by Bookkeeper
□ Scan all paperwork □ Give Copy of Inspection Report
□ Proof of Utilities Converted to Tenant
to Tenant
(App, Proof of Ins/Utilities, etc.)
Inspection Report Due Date: _____________________
Inspection Report Returned:_____________________
APPLICANT/NEW TENANT OFFICE CHECKLIST
Property Address: _______________________________________________Rental Amount: _______________________
Names: ____________________________________________ Pets? (#, type, size, age)___________________________
Desired Move
Application
____________________________________________
In Date: ____________
Received Date: _____________
____________________________________________
Application Fee Received?
Once Application Fee Has Been Received:
□Verify Income:
□2 Months Pay Stubs
□3 X rent?
Income Amount:
□ID Copy(s) and Rental
□References
□ID
Names: ______________________________
Reference(s) Received
______________________________
______________________________
Notes:
□ APPROVED
□ DECLINED
□ Send Letter to Tenant
□ If within 48 hours SCHEDULE SIGNING
□ Notify
□ Notify
When does tenant
(skip holding fee section)
Tenant
Owner
want to sign: ______________
□ If within 2 weeks, start holding fee
Holding Fee Form
□ Create Holding Fee Form
How Sent? Email___ Fax___ Other: ________Holding Fee Amount:_________
□ Clarify Payment Methods with Tenant
□ Send Holding Fee Form to Tenant
(Check, money order, or online)
□ Holding Fee Form Returned
Date Received: ____________
Payment Method: _______________
□ If Necessary, Sight Unseen Form Sent and
Signed.
Give to Office Coordinator
□ Office Coordinator Review
Scheduled Lease Signing Date/Time: _____________________
If Currently Out of State:
Date Departing: ____________ Date Arriving: ____________________
Amounts Due At Signing:
Pro-rated rent: $
Deposit Due: $
Pet Deposit: $
□ Utilities and Insurance Form Sent to Tenant
□ CREATE LEASE
After Lease Signing
□ Scan Lease
□ Give Original Lease to Tenant
□ Payments to be posted by Bookkeeper
□ Scan all paperwork □ Give Copy of Inspection Report
□ Proof of Utilities Converted to Tenant
to Tenant
(App, Proof of Ins/Utilities, etc.)
Inspection Report Due Date: _____________________
Inspection Report Returned:_____________________