Real Estate & Property · community shared

Right to Rent Check Record — shared by the community

Tom H. shared this 10-question build with 2 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use real estate & property form for agents, lettings teams and property managers: 10 questions, 2 pages, 2 conditional rules.

Shared by
Tom H. · Agency owner
Questions
10
Replies
20
Copies taken
449
See the library version

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Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Page 1 of 2Check details

Right to rent check record

This template runs as a straight sequence — no branching rules.

Works for you? Take Tom H.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Right to Rent Check Record is built for agents, lettings teams and property managers who need to pre-qualify enquiries and gather documents up front.

  • Agents, lettings teams and property managers working in real estate & property.
  • Teams who need to pre-qualify enquiries and gather documents up front without writing code or paying for a custom build.
  • Anyone replacing viewings booked with people who were never eligible with one structured record per enquiry.
  • Respondents are buyers, renters and landlords — the form asks them 10 questions across 2 screens.

Why this form is useful

It removes the cost of viewings booked with people who were never eligible and turns each submission into a record your team can act on immediately.

  • 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It pins the request to a specific date.
  • Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Right to Rent Check Record lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 2 conditional rules ship with it.

  • Features conditional validation: if “Does the document show a time-limited right to rent?” is Yes, “Follow-up check due date” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Check method” is Online share code, “Share code reference” becomes mandatory before the form can be sent.
  • All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Check details

  • Tenant namerequired
  • Document type seenrequired
  • Document expiry date (if applicable)
  • Date check carried outrequired
  • Check methodrequired
  • Share code reference
  • Checked byrequired

Page 2 — Follow-up

  • Does the document show a time-limited right to rent?required
  • Follow-up check due date
  • Notes

Conditional logic in this build

  • WhenDoes the document show a time-limited right to rent?is Yes, requireFollow-up check due date”.
  • WhenCheck methodis Online share code, requireShare code reference”.

Questions about this shared form

Is this the same as the Tenancy Application Form?

No — the Tenancy Application Form covers the applicant's suitability and income; this is specifically the evidence record for the right to rent check, kept separately so it's easy to produce on its own.

What if the tenant's right to rent is time-limited?

Record the follow-up check due date so a re-check happens before it expires — the form requires this field once you flag the permission as time-limited.

Can the check be done entirely online?

Yes, via the Home Office share code service or an identity service provider for eligible documents — record which method was used in the check method field.

Do I need to check guarantors for right to rent too?

No — the right to rent check applies to occupants of the property, not guarantors, though you may still want to reference a guarantor via the Guarantor Application Form.

Is the Right to Rent Check Record template free to use?

Yes. You can preview and test Right to Rent Check Record on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Right to Rent Check Record template ask for?

It asks 10 questions across 2 pages, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Right to Rent Check Record form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this real estate & property form work?

2 conditional rules ship with the template: Features conditional validation: if “Does the document show a time-limited right to rent?” is Yes, “Follow-up check due date” becomes mandatory before the form can be sent. Features conditional validation: if “Check method” is Online share code, “Share code reference” becomes mandatory before the form can be sent. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.

Where do responses to the Right to Rent Check Record form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Right to Rent Check Record form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.