Checklist Tags

These are the checklists related to Approve Applicant.

These are all the tasks related to approving your applicant.

When you click on the task, you can also see the tags that task is filed under. You can also click on the tag to see other tasks with that tag.

  1. Complete the "Approve Applicant" checklist
  2. Review "Tenant Buyer Sales and Marketing" Recording of Live Class
    If you have not recently watched the recording of the live presentation of "Tenant Buyer Sales and Marketing" you should review it:

    https://RealEstateFinancialPlanner.com/tenant-buyer-sales-and-marketing/

    Approve ApplicantUltimate Nomad ChecklistWeek 43

  3. Review "Tenant Screening" Recording of Live Class
    If you have not done so recently, review the recording of the live presentation of "Tenant Screening" available on:

    https://RealEstateFinancialPlanner.com/tenant-screening/

    Approve ApplicantUltimate Nomad ChecklistWeek 41

  4. Review "Mock Tenant Screening" Recording of Live Class
    If you have not done so recently, review the recording of the live presentation of "Mock Tenant Screening" available on:

    https://RealEstateFinancialPlanner.com/mock-tenant-screening/

    Approve ApplicantUltimate Nomad ChecklistWeek 42

  5. Let Tenant/Tenant-Buyer know they're approved
    Once you've approved them, let Tenant/Tenant-Buyer know they're approved by phone and email.

    Coordinate meeting with them to get "Reservation Deposit Agreement" and the Reservation Deposit.

    Approve ApplicantUltimate Nomad ChecklistWeek 42

  6. Send Tenant/Tenant-Buyer "Lease" to review
    Send your approved Tenants/Tenant-Buyers a copy of the "Lease" that you're going to ask them to sign.

    Approve ApplicantUltimate Nomad ChecklistWeek 42

  7. UNTIL YOU HAVE RESERVATION DEPOSIT: Continue marketing and processing applications
    Until you have a "Reservation Deposit Agreement" and the reservation deposit in hand, continue to market the property and process applications.

    No matter how solid you think your Tenant/Tenant-Buyers are it isn't rented until the paperwork is done.

    Approve ApplicantUltimate Nomad ChecklistWeek 42

  8. IF NOT APPROVED: Notify Tenant/Tenant-Buyer they've been declined
    If the Tenant/Tenant-Buyers do not meet your criteria then notify them they have not been approved.

    If they did not pass because of credit reasons you are required to notify them in writing.

    Some landlords will let Tenant/Tenant-Buyers know what they'd need to do to qualify. For example, you might agree to rent to them if they prepare for 6 months of rent or get a co-signer, etc.

    Approve ApplicantUltimate Nomad ChecklistWeek 42