MAKE THE DOCUMENT WORK FOR YOUR SITUATION
About this rental application
Collect necessary applicant facts and document a fair, disclosed screening process before a rental decision. It is an application, not a promise that a tenancy has been approved.
When to use it
- Use when evaluating an applicant for an identified property under published lawful screening criteria.
- Use a separate lease only after the parties agree to the tenancy; use a separate adverse-action notice when a consumer report triggers a negative decision.
What to gather before completing it
- Identify the property, availability, screening criteria, report provider, charge basis, and refund terms before taking an application.
- Collect accurate rental and employment references, income sources, desired occupancy, and specific report consent.
- Check state and local limits on fees and screening; do not collect SSNs, full bank details, or medical diagnoses in this browser form.
Common mistakes to avoid
- Charging a default application fee in a jurisdiction that restricts or prohibits it.
- Treating general consent as permission for any report, or using protected characteristics as selection criteria.
- Rejecting an applicant because of a report without the required adverse-action information and dispute pathway.
After you complete the document
- Give the applicant a receipt or copy of their application and disclosures through an appropriate private process.
- Record the decision and relevant criteria without retaining unnecessary sensitive information.
- If applicable, provide the separate adverse-action notice and explain the reporting company’s contact and correction process.
What the template includes
The online builder and downloaded documents use the same fields. A selected state can add relevant research prompts. Complete only applicable items; add explanations for exceptions rather than assuming a blank entry resolves them.
Document details4 inputs +
Set the date, jurisdiction, and your internal reference.
- Document date *
- US state *
- County
- Document reference
Property coverage & local requirements5 inputs +
Identify the actual rental category and local requirements before selecting terms. Use official references for reviewed rules.
- City or municipality
- Rental category reviewed
- Housing program or federally backed financing review
- Applicable local ordinance and official reference
- Coverage facts and unresolved questions
Screening criteria & applicant disclosures6 inputs +
Record the criteria and lawful process before collecting reports. Do not enter Social Security numbers, complete bank details, or medical diagnoses.
- Published screening criteria and delivery record
- Screening company name and contact information
- Reports requested and specific consent scope
- Required applicant notices and attachment references
- Reviewed application charge and refund basis
- Separate adverse action notice procedure
Details & responsibilities15 inputs +
Record the property, participants, permissions, and responsibilities.
- Property applied for *
- Applicant legal name *
- Email *
- Phone *
- Current address *
- Requested move-in date
- Proposed occupants
- Pets
- Rental history and landlord contacts *
- Employment / income source
- Monthly income (USD)
- References
- Screening consent scope and provider
- Application fee (USD)
- Required applicant disclosures
Additional details & signing7 inputs +
Add attachments, exceptions, and the names of authorized signers.
- Attachments / supporting records
- Exceptions / additional terms
- First signer printed name
- First signer title
- Second signer printed name
- Second signer title
- Signing date
Practical tips
- Be specific. A clear description is easier to verify than a broad label.
- Download Word if you need to add an attachment or adjust the layout.
- Keep the completed document and supporting records together.
Before signing or submitting
Check state and local rental requirements. Collect only necessary applicant information through an appropriate screening process; this form does not request a Social Security number or full bank details.