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Generate a comprehensive screening checklist customized for your coliving property. Tailor criteria to your audience, lease length, and strictness level.
25
Total Items
18
Required
7
Optional
0/25 completed
Government-issued photo ID *Required
Passport, driver's license, or national ID card
Secondary ID document *Required
Second form of identification for cross-verification
Proof of current address *Required
Recent utility bill, bank statement, or rental agreement
Proof of income *Required
Pay stubs, employment letter, or bank statements showing regular income
Bank statements (last 3 months) *Required
Shows spending patterns and account stability
Credit check / Credit score *Required
Run a credit report or request credit score documentation
Unlock Full Screening Checklist
Get all sections, tips, and downloadable PDF.
Employment verification letter *Required
Current employer confirms position, salary, and tenure
Criminal background check *Required
Criminal record check for applicant's jurisdiction
Previous landlord reference *Required
Contact details for last 1-2 landlords
Personal or professional references
2-3 references who can vouch for character
Video or in-person interview *Required
Informal chat to assess personality and expectations
Community guidelines acknowledgment *Required
Applicant reads and agrees to house rules
Lifestyle questionnaire
Questions about habits: sleep schedule, guests, noise, cleanliness
Social media review
Quick review of public social media profiles
Trial stay (if available)
Offer a 1-week paid trial before committing to full lease
Signed lease agreement *Required
Complete lease with all terms, dates, and signatures
Security deposit collected *Required
Typically 1-2 months' rent as deposit
First month's rent collected *Required
Payment received before move-in date
Utility split agreement
Clear documentation of how utilities are shared/included
Inventory checklist signed *Required
Room condition and furniture inventory documented
Emergency contact information *Required
Name, phone, and relationship of emergency contact
Key/access handover documented *Required
Record of keys, fobs, and access codes issued
Welcome pack provided
House rules, WiFi info, local guide, emergency numbers
House tour completed *Required
Walk-through of shared spaces, amenities, and safety features
Introduction to existing residents
Facilitate introductions to current housemates
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Select your property type, target audience, lease length, and screening strictness level to customize the checklist.
Receive a comprehensive, prioritized screening checklist covering identity, finances, references, background, and community fit.
Use the step-by-step checklist for every applicant to ensure consistent, fair, and thorough screening across your team.
One bad tenant doesn't just cost you their unpaid rent. They cost you the goodwill of every resident who lived next to them, the operations time spent mediating, and the reputational hit when they leave a one-star review on the way out. The math on screening is brutal: 30 minutes of diligence per applicant prevents 30 hours of cleanup per problem tenant.
Coliving screening is also different from traditional rental screening. You're not just protecting cash, you're protecting community fit. Income and credit matter, but so does communication style, lifestyle alignment, and the realistic probability they'll stay your minimum lease length. A consistent checklist keeps these calls fair, defensible, and aligned across team members.
Before your first application lands, lock in a screening rubric so you're not deciding fit on gut at 11pm.
Different community managers apply different standards. Force convergence on one screening checklist to defend culture across the portfolio.
A bad-fit resident produced 4 complaints in 6 weeks. Re-audit screening to find the upstream failure, not just the lease termination.
No local credit, no local references. The checklist gives you a defensible alternative path (bank statements, guarantor, deposit uplift).
Make sure your screening criteria aren't creating legal exposure in any of the markets you operate.
income-to-rent ratio most operators require
EC benchmarks
of resident-conflict incidents trace back to a screening miss
EC operator interviews
ideal video fit interview length to surface community alignment
EC operator survey
diligence per applicant prevents ~30 hours of cleanup per problem tenant
EC operator data
Past landlord references catch 80% of the issues that financials miss. The 5-minute call is the highest-leverage step in the whole process.
A 3x income ratio means nothing if the applicant cycles through housemates every 4 months. Screen for stability, not just affordability.
If two community managers screen differently, you'll have two property cultures. Standardise the criteria and the scoring.
A 15-minute video call surfaces the cultural misalignment that paperwork hides. Skip it and you'll find out month two.
Familial status, source of income, religion, region by region these create real legal exposure. Audit your checklist against fair-housing rules in each market you operate.
What you screen for should match what you enforce. Write the rules and the screening criteria together.
Try it free →A great move-in flow turns approved applicants into long-stay residents.
Try it free →Track whether your screening is producing the community fit you wanted.
Try it free →Last reviewed: May 2026.
Our team helps coliving operators build effective screening processes that protect community quality.
