🏡 Real estate template
Rental application template
A rental application checklist for landlords and property managers: identification, proof of income, references and fees to collect from each applicant before approving a lease.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Rental application"
- Usually repeats
- As needed
Ask the client for
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Completed rental application
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Photo ID for every adult
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Proof of income
Recent pay stubs, an offer letter or bank statements.
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Landlord references
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Application fee
Your steps
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Run screening and approve
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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