Form templates / Property Management

Property Management

Tenant Application Form

A tenant application form has to gather what a referencing check needs. Income, employment, current address, previous landlord, and everyone who'll be living there.

For letting agents, property managers and landlords.

Everyone over 18, named, or the reference is incomplete

Applications routinely name one applicant and mention "my partner" in a note. Then referencing runs on one income, the affordability calculation is wrong, and the second adult has no tenancy obligations at all.

So this template asks for every occupant over 18 by name, with their income, and treats them as co-applicants. It also asks for the previous landlord's contact directly - the reference that tells you more than any credit check.

Screen before you spend time

Most of the work in an application process is on the ones that were never eligible. Asking the disqualifying questions first - dates, requirements, basic facts - means you spend your reading time on the real candidates.

Maintenance requests with the details that avoid a second visit

"The boiler's broken" sends a plumber to a locked flat. Which property, which room, what exactly is happening, when someone is in, whether there's a pet - those are what turn a report into a completed job.

A form also timestamps the report, which matters when a tenant says they told you weeks ago and nobody can find the message.

Long enough to decide, short enough to finish

Applications fail in two directions: too short to judge, or so long that good candidates give up. This template asks what a decision genuinely needs, split into steps so it never looks like a wall.

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 the tenancy?
  • How many adults, including you?
  • Names, dates of birth and occupations of the other adults
  • How many children?
  • Children's ages
  • Any pets?
  • Does anyone smoke or vape indoors?
  • Employment status
  • Employer name and your job title
  • Years in this role
  • Your annual income before tax
  • Total household income before tax
  • Where does the household income come from?
  • Could you provide a guarantor if needed?
  • Current address
  • How long have you lived there?
  • Your current situation
  • Current or previous landlord - name, email and phone
  • Have you ever been in rent arrears?
  • Any CCJs, defaults or bankruptcy?
  • I have the right to rent in this country and can provide documents
  • I consent to referencing and credit checks
  • The information above is accurate and complete
  • Anything you'd like to explain or add?

More Property Management forms

Questions

What income multiple should we ask about?

State your affordability criteria on the form - typically annual income of 30 times the monthly rent, or a guarantor. Applicants can then self-assess rather than being declined later.

Should we ask about benefits?

Ask about income sources neutrally and be careful: refusing applicants solely because they receive housing benefit is unlawful in a growing number of places. Take advice on your wording.

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 use one form across several properties?

Yes - ask which property in a dropdown, then filter or export by it. Larger portfolios often duplicate the form per building so each has its own link.

Publish your tenant application form today

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