A professional questionnaire standardizes screening, reduces missing or inconsistent data, speeds approvals, and documents the basis for leasing decisions while creating an auditable record that supports compliance and risk management.
Parties who commonly use or require this questionnaire include property managers, leasing agents, owners, and in-house legal or leasing teams.
Select or tailor the questionnaire based on property class, tenant industry, lease term length, and the landlord's risk tolerance.
Manages intake, verification, and recordkeeping. Uses the questionnaire to screen financial strength, confirm permitted use and insurance, and document authorized signers. Records support lease negotiation, owner reporting, and compliance reviews.
Provides the entity name, EIN, ownership structure, financial statements, and references. Accurate answers speed underwriting, reduce conditional approvals, and help align premises requirements with zoning and insurance obligations.
Collect registered name, DBA, legal entity type, EIN, state of formation, principal address, and contact details. Accurate entity names and formation data ensure the lease binds the correct legal party and simplify background checks.
Request recent balance sheets, profit and loss statements, bank references, and permission to obtain credit reports. Financial disclosures inform deposit sizing, personal guarantees, and landlord underwriting decisions.
Describe intended business activity, hours of operation, employee count, special equipment or hazardous materials, and storage needs. Clear use descriptions ensure compliance with zoning and lease permitted-use clauses.
Require carrier name, policy numbers, limits, effective dates, and any additional insured endorsements. Verifying certificates before occupancy prevents coverage gaps and aligns with lease insurance requirements.
Obtain landlord, trade, and bank references with contact information and permission to contact. Timely reference checks reduce tenancy risk and provide objective payment history.
Attach corporate resolutions, power of attorney, and formation documents when needed. Confirming signer authority prevents later disputes about signature validity or the tenant's capacity to perform.
| Field | Configuration |
|---|---|
| Authentication Level | Email link or SMS code for signer verification. |
| Auto-attach | Bind responses to lease template automatically. |
| Conditional Fields | Show business questions only if entity selected. |
| Audit Trail | Capture timestamps, IP, and action logs. |
Delivery and signing options should match verification needs and integrate with property management systems when possible.
| 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 | Yes, 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
Tenant returns completed questionnaire within 5–7 business days.
Owner or manager verifies references and financials within 3–5 business days.
Credit and background checks usually complete in 1–2 business days.
Lease drafted within 3–7 business days after approval.
Certificate of insurance and payment cleared before occupancy start date.
Martin Properties replaced paper intake with a fillable online questionnaire to centralize tenant screening and speed approvals.
Optica Ventures integrated the questionnaire into their property management system to standardize data across portfolios and teams.