Tenant Screening Packet | 20-Page Fillable PDFs + Editable Word Applicant Handout

Take your tenant-screening process from scattered notes to one clear, organized workflow. This Tenant Verification & Screening Packet includes nine reusable landlord forms plus a helpful Start Here guide. It is designed for independent landlords, rental-property owners, and property managers who want a consistent way to organize showings, verify information, document follow-up, and record screening results.

Your download includes one ZIP folder with 10 PDF files totaling 20 pages: nine forms and a START HERE guide. Type into the provided fields using a PDF reader that supports forms, or print and complete them by hand. Calculations must be entered manually. An additional one-page editable Word applicant handout is included as a separate download; no Google Docs or Canva templates are included.

Unzip before opening. Software, printing, and a physical binder are not included. BONUS EDITABLE APPLICANT HANDOUT You also receive Rental Application Instructions as a separate editable Word (.docx) file. Add your own logo and company name, customize the requested documents and review period, and enter contact details and submission instructions.

Print copies to give potential tenants at showings. Replace all bracketed placeholders and review your requirements before use. Compatible Word-editing software is required and is not included. Created around a real-world landlord workflow—from scheduling the showing through completing the final review.

WHAT’S INCLUDED

You will receive one ZIP folder containing 10 PDF files and 20 total pages: 1. Start Here Guide A simple overview explaining how the forms work together. 2. Tenant Screening Document Checklist Track the documents received, reviewed, and still needed. 3. Tenant Income Verification Worksheet Review pay documentation and summarize verified monthly income. 4.

Income Calculation Guide & Worksheet Includes common formulas for hourly, weekly, biweekly, twice-monthly, monthly, and annual income. 5. Employment Verification Form Includes applicant authorization, employer verification questions, certification, and blank return instructions. 6. Rental History Verification Form Request information about tenancy dates, rent payments, lease compliance, property care, damages, pets, and security-deposit disposition. 7.

Tenant Verification Call Log Document landlord, employer, and reference contacts, including verified contact information and follow-up needs. 8. Rental History Comparison Sheet Compare information provided on the application with the housing provider’s response and document discrepancies. 9. Tenant Verification Summary Record completed checks, outstanding information, income results, criteria-based findings, and required follow-up. 10.

BONUS Showing Calendar & Follow-Up Tracker Plan weekly showing appointments and track confirmations, attendance, cancellations, no-shows, applications sent, and applications received. FILLABLE AND PRINTABLE These forms can be:

• Filled in digitally
• Printed and completed by hand
• Reused for multiple applicants and properties
• Customized by entering your own contact and return information in the provided fields

FILE DETAILS

AND

COMPATIBILITY

• PDF files
• US Letter size: 8.5 × 11 inches
• Adobe Acrobat Reader is recommended
• Compatible with Windows and Mac computers
• Adobe Acrobat Reader app is recommended for phones and tablets
• Mac Preview can also fill PDF forms
• Calculations must be entered manually
• Browser-based PDF viewers may handle fillable fields differently
• For best results, download the PDFs before completing them The screening forms are fillable PDFs. Only the separate applicant handout is an editable Word template. No Google Docs or Canva templates are included. HOW YOU WILL RECEIVE YOUR FILES This is an instant digital download. You will receive a ZIP folder containing the Start Here guide and all nine forms, plus a separate one-page editable Word applicant handout. The PDF packet remains 20 pages; with the Word handout, there are 21 pages in total. No physical product will be mailed. If downloading on a phone or tablet, save the ZIP file to your Files app and tap it to extract the complete folder.

IMPORTANT INFORMATION

These templates are intended for administrative and organizational purposes only and are not legal advice. They were not drafted or reviewed by an attorney. Rental laws and tenant-screening requirements vary by location. Buyers are responsible for reviewing and customizing these forms for their needs and ensuring compliance with applicable fair-housing, privacy, consumer-reporting, state, and local laws.

Apply the same written screening criteria consistently to every applicant. This packet does not provide tenant reports, credit checks, criminal-background checks, or legal services.