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Tenant Screening Checklist Spreadsheet Template

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

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

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Use Cases

Automate Tenant Screening Checklist Using Forms

collect tenant application data via web form to auto-generate screening checklist
generate renter evaluation checklist from online rental application form
use custom web form to create tenant screening spreadsheet with references and credit score
build tenant pre-qualification form that outputs structured Excel checklist
capture rental applicant details through shareable form to populate checklist template

Generate Tenant Screening Checklist Using APIs

generate tenant screening checklist from CRM system via API
trigger Excel tenant evaluation sheet using property management software API
automatically create rental applicant checklist from lead capture system using API
send applicant data through REST API to produce tenant screening worksheet
auto-generate Excel checklist with credit and reference checks from application data API

Integrations / Automations

automatically create tenant screening spreadsheet from Typeform responses using Zapier
generate Excel tenant checklist from Google Sheets rental application via Make
auto-create renter evaluation spreadsheet when applicant submits Jotform via Zapier
use Airtable and Make to generate Excel checklist based on rental prospect info
integrate Calendly and Zapier to build tenant evaluation checklist after booking tour

Other templates in Real Estate & Property

Form used to collect information from potential tenants for screening purposes.
Printable or digital invitation template for promoting open house events.

Inspection Report

DocumentDOCX

Template used to document the results of property inspections.

Tenant Screening Checklist

SpreadsheetXLSX

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