Applicant Information
Structured fields for full legal name, DOB, contact details, preferred lease start date, and previous residence history to support background checks and references.
A complete Real Estate Application Package reduces processing time, improves consistency across applicants, and creates a clear audit record for compliance and dispute resolution under ESIGN and applicable state law.
The package supports both one-off rental reviews and scaled workflows where audit trails and consistent fields reduce manual rework.
| Field | Configuration |
|---|---|
| Upload Document | Accept PDF/DOCX and enable PDF/A output. |
| Assign Roles | Set signer and viewer permissions per applicant and agent. |
| Authentication | Enable email link, SMS code, or KBA as required. |
| Notifications | Set reminders and automatic receipts on completion. |
Structured fields for full legal name, DOB, contact details, preferred lease start date, and previous residence history to support background checks and references.
Explicit, dated consent lines for credit reports, background checks, and employer verification; language should match consumer reporting agency requirements.
Fields for employer name, income amount, paystub upload, or bank statement attachment for proof of ability to pay rent.
Questions about prior landlords, eviction history, lease terminations, and contact information for references used in screening.
Designated uploads for photo ID, paystubs, bank statements, and proof of residency to accompany the application fields.
Internal fields for reviewer comments, conditional approval steps, and final disposition to record the screening outcome.
Accept scanned driver’s licenses or passports; require full-face images and readable text. Verify expiration dates when applicable and retain as part of the record.
Request recent pay stubs, employer letter, or bank statements. PDF or high-resolution image preferred for automated verification and manual review.
Signed consent form for consumer credit report access. Store as a signed PDF with a clear timestamp and signer identity evidence.
Save completed packages as PDF/A for long-term retention; keep an audit trail CSV or JSON export for internal records and reporting.
Choose a platform that supports your document formats, common integrations, and required security standards for tenant data.
Acknowledgement immediately on submission
1–3 business days typical for most vendors
Send within 3–5 business days after reports
Set explicit date, often 5–10 days
Agreed upon in lease and application
Applicant completes package and submits files.
Identity and income verification are conducted.
Approval or denial recorded with rationale.
Signed package and audit trail archived.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |