Applicant Identity
Legal business name, DBA, entity type, EIN, formation state, and primary contact to verify legal capacity to lease.
A consistent questionnaire speeds underwriting, lowers legal risk, and ensures comparable data across applicants while documenting material facts for later reference under ESIGN and UETA frameworks.
Landlords, property managers, leasing brokers, and tenant screening teams use the questionnaire to evaluate applicants efficiently and consistently.
Legal business name, DBA, entity type, EIN, formation state, and primary contact to verify legal capacity to lease.
Years in operation, ownership, principal officers, and trading history to evaluate operational stability.
Recent financial statements, bank references, credit score authorizations, and rent-to-revenue ratios used for underwriting.
Description of operations, hours of operation, expected customer traffic, and any hazardous materials to assess zoning and insurance.
Desired lease length, renewal options, tenant improvements, and anticipated occupancy date for negotiation.
Trade references, landlord references, certificate of insurance, and relevant permits or licenses required for final approval.
| Field | Configuration |
|---|---|
| Required Fields | Mark identity, EIN, financials, COI as mandatory |
| Validation | Use regex for EIN, MM/DD/YYYY for dates |
| Routing | Auto-send complete forms to credit and legal teams |
| Notifications | Email alerts for incomplete or rejected submissions |
Ensure the platform supports secure uploads, conditional fields, and reliable eSignature audit trails when accepting online questionnaires.
Within 24–48 hours of submission
2–5 business days
5–10 business days depending on document completeness
Following approval, 3–7 business days
After lease execution and COI receipt
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
A national retailer used a standardized form to prequalify 120 applicants quickly
A healthcare provider completed a tailored questionnaire including HIPAA controls