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Tenant Screening Document Checklist

Screen applicants in writing before you sign a lease.

Who this is for: After a showing, before signing a lease with a new tenant.

Every document is included with a LeaseCraft membership ($2.99/month or $19.99/year).

DOCX PDF Free preview Updated 2026-06-18
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Recommended document sequence

Every document is included with a LeaseCraft membership ($2.99/month or $19.99/year).

Step 1: Rental Application

Required
Create This Document

Step 2: Residential Lease

After approval Optional
Create This Document

Frequently Asked Questions

No. Get the applicant's written authorization before contacting references or running background checks. The rental application has the applicant authorize you to verify the information they provide for screening.

The residential lease is optional — generate it after you approve an applicant.

Disclaimer: LeaseCraft provides document templates and educational resources, not legal advice. Laws vary by state and locality. Consult a licensed attorney for complex situations. Not reviewed by a licensed attorney unless explicitly stated on a specific page.

Checklist Summary

  • 2 documents total
  • 1 required
  • 1 optional

Workflow tip

Generate required documents in order. Preview each free before paying $2.99/month or $19.99/year to download the full document.