Information

  • Document No.

  • Audit Title

  • Conducted on

  • Prepared by

  • Location

Tenant info

Name of new tenants

  • Select property to rent

  • Name of tenant

  • Employed?

  • Employer name

  • Employer phone number

  • Approximate annual salary

  • Monthly income (cash in hand)

  • Years worked at current employer

  • Reference letter from employer on letterheaded paper confirming annual salary and number of years employee has been employed

  • Name of bank

  • Number of years with current bank

  • Sort code

  • Account number

  • Ask for 6 months bank statements and confirm avergage income and outgoings over this period of time

  • Average income per month calculated from statements

  • Average outgoings per month calculated from statements

  • Passport number

  • Photo of backpage of passport

  • National insurance no

  • Is this a joint tenancy?

  • Name of tenant partner

  • Passport number

  • Photo of backpage of passport

  • National insurance no

  • Name of bank

  • Number of years with current bank

  • Sort code

  • Account number

  • Partner Employed?

  • Ask for 6 months bank statements and confirm avergage income and outgoings over this period of time

  • Average income per month calculated from statements

  • Average outgoings per month calculated from statements

  • Monthly income (cash in hand)

  • Current address

  • Postcode

  • Currently renting?

  • Will your current landlord give you a reference?

  • Landlord full name

  • Landlord address

  • Add reference letter from landlord

  • How many years at current address?

  • Children

  • Child
  • Name

  • Age

  • Boy or Girl

References

  • References

  • Reference
  • Full Name of reference

  • Relationship to tenant

  • Reference letter or email

Moving in information

  • Deposit Amount given to secure flat

  • Remember to collect 6 weeks rent for the deposit £1350 & £1125 for penn road

  • Balance of deposit from tenant

  • Enter date tenant will take possession of flat

  • Given tenant Natwest account details for standing order

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.