Get the free New Tenant Referral Form - PDF - Property Advantage

Agent and Broker Referral Form Tenant Placement Date of Referral: Broker Name: ARE # Broker Address: Agent Name: Agent Phone Number: Agent email: Property Address: Tenant Name: Tenant Phone Number:

How to fill out new tenant referral form

How to Fill Out New Tenant Referral Form:

Start by gathering all the necessary information:

1. The new tenant's full name, contact information, and current address.
2. The referral source's name, contact information, and relationship to the new tenant.
3. Any specific details or notes about the referral.

Find the new tenant referral form:

1. Check with your property management or landlord for the specific form.
2. It may be available online, in paper format, or both.

Review the form instructions:

1. Read through the instructions carefully to understand the required fields and any additional documentation needed.
2. Take note of any specific formatting or information requirements mentioned.

Provide personal information:

Fill in your personal details, such as your name, contact information, and your relationship to the new tenant (referrer).

Enter the new tenant's information:

Write down the new tenant's full name, contact details, and their current address.

Indicate the referral source:

1. Provide the name and contact information of the person referring the new tenant.
2. Include any additional details required, such as their relationship to the new tenant or any special circumstances.

Add any notes or comments:

If there are any additional comments or notes you want to include about the referral, write them in the designated section, if available.

Review and double-check:

1. Before submitting the form, carefully review all the information you've entered.
2. Make sure it is accurate, complete, and there are no mistakes or missing details.

Submit the form:

1. Follow the instructions on how to submit the form as provided.
2. If it is a physical form, you may need to hand it over or mail it to the appropriate party.
3. If it is an online form, click the submit button or follow any further submission instructions.

Who Needs New Tenant Referral Form:

Property Management or Landlord:

1. Property management companies or individual landlords often require a new tenant referral form to keep records of incoming tenants and their referral sources.
2. This helps them track the effectiveness of their marketing strategies and monitor the satisfaction of current tenants.

Referring Individuals or Current Tenants:

1. Individuals who refer new tenants may need to fill out the referral form to initiate the process and ensure the referral is properly documented.
2. Current tenants referring friends, colleagues, or acquaintances as potential tenants may also be required to fill out this form.

Remember, the specific parties who need to fill out the new tenant referral form may vary depending on the policies and procedures of each property management or landlord.

For pdfFiller’s FAQs

What is new tenant referral form?

New tenant referral form is a document used to refer a new tenant to a rental property.

Who is required to file new tenant referral form?

Landlords or property managers are required to file the new tenant referral form.

How to fill out new tenant referral form?

The new tenant referral form can be filled out online or in person with the required tenant information.

What is the purpose of new tenant referral form?

The purpose of the new tenant referral form is to officially refer a new tenant to a rental property.

What information must be reported on new tenant referral form?

The new tenant referral form must include the tenant's name, contact information, rental history, and any references.

How do I complete new tenant referral form online?

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