Step-by-Step Process: Qualifying & Working with Potential Tenants
Step 1: Overview & Expectations
Start by explaining the full rental process so there are no surprises later:
Consultation → Agreement → Showings → Application → Offer → Lease Signing
What tenants should expect to pay:
First month’s rent, last month’s rent, security deposit (equal to one month’s rent), any pet fees, HOA application fees (if applicable), refundable community damage deposit, and community-specific pet fees.
Renter’s insurance must be active before move-in.
Documents they’ll need:
Three months of income proof (pay stubs or bank statements), completed RentSpree Rental Package (credit report, background check, eviction history, income verification, references, photo ID).
This conversation sets the tone and avoids delays later.
Step 2: Sign Showing Agreement
Before looking at homes, Florida law requires a signed Buyer Broker or Showing Agreement.
Explain it’s flexible:
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Can be for one property, one day or multiple properties, up to a year
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Protects the tenant and ensures you’re representing their best interests
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No cost to tenant — landlord usually pays commission
This step helps prevent confusion if other agents or landlords are involved.
Step 3: Pre-Qualify with RentSpree
Having tenants complete RentSpree early saves time and sets them up for success.
What it includes:
Credit report, background check, eviction history, income verification, references, photo ID.
Why it matters:
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Confirms financial readiness
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Avoids wasted time viewing properties they won’t qualify for
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Strengthens the offer
Tip: Share the RentSpree link directly from your Realtor Association Dashboard.
If tenants are hesitant to pay upfront, show a few homes first — but make it clear that no offers will be submitted until screening is complete.
Step 4: Check Landlord Requirements
Not all landlords use RentSpree.
Some have their own application and fees, so ask early to avoid duplicate costs or delays.
Step 5: Showings
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Confirm the showing agreement is signed first
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Remind tenants to bring photo ID in case gated or secure access is needed
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Take good notes during showings so it’s easier to compare later
Step 6: Submitting the Offer
Put together a complete package:
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Contract to Lease (state-approved form)
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RentSpree Rental Package for all adults
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Income proof: 2–3 months of pay stubs or bank statements showing 2.5–3× rent
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Any landlord-specific forms or fees
After you send it:
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Text the listing agent to confirm they received everything
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Be ready to negotiate terms (move-in date, pets, fees, etc.)
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Once approved, you’ll either get an executed Contract to Lease or go straight to final lease signing
Step 7: Finalize Lease & Prep for Move-In
Before keys are handed over, verify that all funds are ready:
First month, last month, security deposit, and any additional fees.
Confirm who’s holding the first month’s deposit in escrow — either the listing agent’s brokerage or a trusted title company like Performance Title Inc.
Double-check:
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Move-in date
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HOA approvals
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Pet rules and deposits
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Renter’s insurance is active
Step 8: Move-In Checklist
Walk the property with the tenant before move-in.
Document everything — walls, floors, windows, appliances, outdoor spaces.
Take dated photos of existing damage and match them to written notes.
Have everyone sign the checklist (tenant, landlord, agent if involved).
Also confirm:
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Remaining move-in funds
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Payment method and timing
Provide copies of the checklist and photos to everyone.
This protects the tenant from being blamed for pre-existing damage.
Why This Works
This step-by-step approach keeps everyone organized, protected, and informed.
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Tenants feel prepared and confident
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Landlords see you as professional and reliable
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You avoid last-minute chaos and set the stage for a smooth move-in and a positive rental experience
