Preleasing Questionnaire

This form serves to gather essential information from prospective tenants, allowing property managers to assess their suitability before the formal application process. By evaluating factors such as income, rental history, and credit-worthiness, the form helps streamline the leasing process and identify qualified candidates efficiently. This initial screening not only saves time for both the manager and the applicant but also ensures compliance with fair housing laws.

Step 1 of 5 – Contact Information

20%

Contact Information

Date

MM slash DD slash YYYY

Name

First Last

Applicant Phone

Applicant Email

Available Unit

Select the Property You’re Interested in Viewing

Bedrooms

Bathrooms

Monthly Rent

Security Deposit

Financial Information

Minimum Qualifying Income:

auto-calculated from selected property rent

Can you show income at least 2.5x the rent amount

At or Above 2.5x the monthly rent

Below 2.5x the monthly rent

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Income = At or Above 2.5x

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Income = Below 2.5x

Is source of income legal and verifiable?

Yes

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Legal/Verifiable = Yes

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Legal / Verifiable Score = No

Income Type

Full Time / Stable

Part Time / Multiple

Third Party / Short – Term

Unverifiable / Inconsistent

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Income Type = Full Time / Stable

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Income Type = Part Time / Multiple

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Income Type = Third Party / Short Term

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Income Type = Unverifiable / Inconsistent

Is Rent Paid with Section 8 or other Voucher?

Yes

If Yes, Please Explain Type of Voucher

The Comprehensive Financial Analysis (CFA) is a viable alternative to credit concerns when an application raises red flags or doesn’t meet certain standards, such as:

Having no or minimal credit history
Having a foreclosure or bankruptcy on record
Having a high debt-to-income ratio
Being self-employed or a seasonal wage earner
Having a major financial event on their record

MUST be used for Section 8
PROS: Does not use Credit Score
CONS: More documentation andmore time (another applicant may qualify while documentation review occurs)

Would you prefer a comprehenvise financial analysis?

Yes

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Financial Information Subtotal

Payment History & Rental Experience

Do you have any concerns about your credit history?

Yes

Is Your Credit Score Above or Below 620

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Credit Score = Above 620

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Credit Score = Don't Know

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Credit Score = Below 620

If yes, please explain

About Our Credit Criteria

Thank you for sharing this information! For our market-rate rentals, applicants generally need a minimum credit score of 620 for each adult household member.

Based on what you’ve shared, it sounds like your score may fall below that range — and that’s okay. You’re still welcome to continue with our pre-screening process. This step helps us determine whether a Comprehensive Financial Analysis (CFA) may be a better path for you.

This pre-screen is not a credit check and won’t affect your credit. It simply helps us understand how to move forward.

Would you like to continue with the prescreening process?

Yes

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Payment History Subtotal

Rental Experience

Are you currently renting?

Yes

How long have you been renting?

Between 0 and 2 years

Between 2 and 5 years

More than 5 years

Can you provide a rental history and references from current and previous landlord?

Yes

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Rental History & References = Yes

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Rental History & References = No

If "no", please explain

Have you rented before?

Yes

How long ago was your most recent rental?

Less than 6 months ago

Between 6 months and 1 year ago

More than 1 year ago

Do you Live with or Rent from a Relative?

Yes

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Live with Relative = Yes

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Live with Relative = No

Have You Ever Been Evicted or Sued for Non Payment of Rent?

Yes

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Rental History = 5 years, no evictions

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Rental History = 2-5 yrs, no evictions

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Rental History = < 2yrs, no evictions

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Rental History = eviction Or Negative Rental History

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Rental History Subtotal

Move-In Plans

Preferred Move-In Date

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Move in Date = 30 Days

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Move In Date = 15-30 Days

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Move In Date = Within 15 Days

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Move In = 45 Days +

Do You have Any Pets?

Yes

Number and Type of Pets

Number of Occupants

Total number of people who will live in the household (including anyone under 18)

Please enter a number from 1 to 10.

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Move In Readiness Score

Additional Requirements

Do you have any specific requirements, reasonable accommodations or amenities you are looking for?

Yes

If "yes", please explain

Next Steps & Communication Preferences

When is the best time to contact you?

Morning (9:00 am – 12:00 pm)

Afternoon (12:00 pm – 4:00 pm)

Preferred contact method?

Phone

Text

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Total Score (Max 80)

Contact Information

Financial Information

Payment History & Rental Experience

About Our Credit Criteria

Rental Experience

Move-In Plans

Additional Requirements

Next Steps & Communication Preferences

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