Tenant Screening Checklist Spreadsheet Template

Lists criteria for evaluating potential tenants, including references and credit score.

Tenant Screening Checklist
Purpose:	To ensure a thorough evaluation of prospective tenants based on multiple criteria such as creditworthiness, references, and income verification.

Applicant Information
Full Name:	{fullName}
Date of Birth:	{dateOfBirth}
Phone Number:	{phoneNumber}
Email:	{email}
Current Address:	{currentAddress}

Screening Criteria Table
Criteria	Result	Notes
Credit Score	{creditScore}	{creditNotes}
Monthly Income	{monthlyIncome}	{incomeNotes}
Rental History Verified	{rentalHistoryVerified}	{rentalNotes}
Employer Reference	{employerReference}	{employerNotes}
Previous Landlord Reference	{landlordReference}	{landlordNotes}
Background Check Passed	{backgroundCheck}	{backgroundNotes}
Pets	{hasPets}	{petsNotes}

Additional Applicants
Name	Relationship	Age
{#additionalApplicants.name}	{#additionalApplicants.relationship}	{#additionalApplicants.age}

Reviewer Notes:
{reviewNotes}

Screening Status:	{screeningStatus}
Date Reviewed:	{reviewDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download the Tenant Screening Checklist template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

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