Form templates / Real Estate

Real Estate

Rental Application Form

A rental application form has to collect enough for referencing in one pass. Income, employment, current landlord, everyone over 18, and the move-in date.

For estate agents, realtors, brokers and property teams.

Referencing needs the whole household

Applications that name one person and mention a partner in passing produce a failed affordability check on a single income, then a second round of emails to reference the other adult - by which time the property has gone to someone else.

So this template asks for every adult occupant with their income, and asks for the current landlord's contact directly. Combined with a stated move-in date, an agent can start referencing the same afternoon rather than three days later.

Fair, because it's identical for everyone

When applicants are asked different things, you're comparing presentation as much as substance - and the confident writers win. One form, one set of questions, and the answers line up next to each other.

It's also a record you can point at later: what was asked, what was answered, when it was submitted.

Buyers, sellers and viewings all need different questions

A buyer needs budget, area and timing; a seller needs an address and a reason for moving; a viewing needs a date and a phone number. One "contact us" box serves none of them well.

Purpose-built forms get you a lead you can act on the same hour - which in a market where speed decides the instruction is the whole game.

Export it and work how you already work

Every response downloads as a spreadsheet, so shortlisting can happen wherever your team already does it, with the same columns for every applicant and nothing typed in twice.

One minute to make it your own

Every label, option and placeholder on this template is editable, and you can add whatever this template doesn't ask. Save to publish, share the link, and export the responses whenever you need them in a spreadsheet.

What this template asks

  • Your full name
  • Date of birth
  • Email address
  • Mobile number
  • Which property are you applying for?
  • Preferred move-in date
  • How long would you like?
  • How many adults, including you?
  • Other adults - name, date of birth and occupation for each
  • How many children?
  • Any pets?
  • What kind of pet?
  • Does anyone smoke or vape indoors?
  • Employment status
  • Employer and job title
  • Months in your current role
  • Your annual income before tax
  • Total household income before tax
  • Could you provide a guarantor if needed?
  • Current address
  • How long have you lived there?
  • Current situation
  • Current landlord or agent - name, email and phone
  • Have you ever been in rent arrears?
  • Any CCJs, defaults or bankruptcy in the last 6 years?
  • I have the right to rent in this country and can provide documents
  • I consent to referencing, credit and right-to-rent checks
  • I understand a holding deposit may be required to reserve the property
  • The information above is accurate and complete

More Real Estate forms

Questions

What's the most useful reference?

The current landlord, every time. A credit check tells you about payment history in general; a landlord tells you whether they paid rent, looked after the place and gave notice properly.

Should we ask about guarantors up front?

Ask whether one could be provided. It converts a borderline application into a workable one, and it's much better raised now than after a failed affordability check.

Can applicants attach a CV or document?

Not yet - file uploads are on the roadmap. Most people ask for a link (to a portfolio, a CV in cloud storage, or a profile) which works today and keeps the form fast.

Can I close applications on a deadline?

Yes. Close the form and anyone with the link sees a short closed page instead of the questions, so nobody fills in an application that can't be considered.

Can more than one person review them?

Yes - invite your team into the same account and they'll see the same responses. You can also export to a spreadsheet and score them wherever you like.

Can I put this on a property listing?

Yes - the form has its own link, so it can sit behind an enquiry button on a listing, in a portal message or in a QR code on a board. Add a tracking parameter to the link and you'll know which listing it came from.

Publish your rental application form today

Start from this template and change anything you like. Free to begin.