Tenant Screening Form

Who this template is for

Tenant Screening Form 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 28 questions across 5 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

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.

• 12 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It accepts a document or photo upload as evidence.
• It records a signature you can keep as proof of agreement.
• It pins the request to a specific date.
• It captures a full postal address.
• It captures a numeric value you can filter and sort on.

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 Tenant Screening Form 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. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 5Publish 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.
6. 6Watch 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 — 4 conditional rules ship with it.

• Features advanced show logic: if “Employment status” is Self-employed, the form dynamically exposes “Accountant name and contact”. Otherwise that question never appears.
• Features conditional validation: if “Do you have pets?” is Yes, “Type, breed and number of pets” becomes mandatory before the form can be sent.
• Features conditional validation: if “Are you currently renting?” is Yes, “Current landlord name and phone” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Will anyone else live at the property?” is Yes, the form dynamically exposes “Names and ages of other occupants”. Otherwise that question never appears.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.