Business Identity
Legal business name, DBA, entity type, state of formation, and FEIN to verify corporate status and ownership.
A clear, comprehensive questionnaire reduces negotiation time, improves tenant screening accuracy, and helps align lease terms to the tenant’s business model.
Completed questionnaires are retained with the leasing file and used by legal, credit, and facilities teams to finalize lease provisions and insurance requirements.
Legal business name, DBA, entity type, state of formation, and FEIN to verify corporate status and ownership.
Primary contact, mailing and physical address, phone, and email for notices and operational coordination.
Detailed description of proposed commercial activity, hours, customer traffic expectations, and any hazardous materials.
Recent financial statements, annual revenue ranges, bank references, and proof of funds or security deposits.
Prior landlord references, eviction history, and current lease obligations that could affect performance.
Current liability and property insurance limits, certificate holder details, and required additional insured endorsements.
| Field | Configuration |
|---|---|
| Conditional Use Field | Show only if tenant selects retail or food service |
| Required Attachments | Proof of insurance, financials, and ID |
| Reviewer Routing | Route to underwriting then legal for signature readiness |
| Reminder Schedule | Auto-remind tenant after 3 days if incomplete |
Ensure the chosen solution supports audit trails, access controls, and lawful retention to meet ESIGN and state recordkeeping expectations.
Tenant completes and returns within the requested timeframe
Underwriting typically reviews within 3–7 business days
Landlord issues conditional terms pending documents
Execution occurs after insurance and deposits are confirmed
File retained according to company policy and legal requirements
| Criteria | Questionnaire | Full Lease |
|---|---|---|
| Timing | pre-lease | post-approval |
| Binding Nature | fact-gathering only | legally binding |
| Notarization | rarely required | sometimes required |
| Typical Length | 1–4 pages | 10–60+ pages |
We processed applications online for remote tenants
The interface is simple for our team and customers
| 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, no credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |