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Heather Domi Team | Preparing Yourself for the Application Process

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PREPARING YOURSELF FOR THE APPLICATION PROCESS

As you begin your search, keep in mind that landlords or buildings may request the following, so getting ahead can help you move quickly.

1) BASIC INFORMATION

Government-issued photo ID

Full legal name, date of birth, and contact information

Current and prior address history

2) FINANCIAL DOCUMENTATION

Recent bank statements

Recent brokerage or investment account statements

Pay stubs

Tax returns and/or W-2s / 1099s

Offer letter or employment letter

CPA letter if self-employed

Documentation of any additional income sources

3) CREDIT AND SCREENING

Be prepared for a credit and background check

Make sure your credit is unlocked if frozen.

Have a credit card ready for any permitted screening fee

4) HOUSING HISTORY

Current landlord or managing agent contact information

Landlord reference letter confirming payment history and tenancy dates

If you currently own, be prepared to explain your ownership history instead

PREPARING YOURSELF FOR THE APPLICATION PROCESS

As you begin your search, keep in mind that landlords or buildings may request the following, so getting ahead can help you move quickly.

5) REFERENCES

Professional references: Usually two references (work colleagues, coworkers, etc.)

Personal references: Usually two references (friends, contacts in personal network, not family)

6) OTHER HELPFUL ITEMS

Emergency contact information

Pet information and any related documentation, if applicable (i.e. emotional support)

Guarantor documents, if a guarantor may be needed

Income documentation

Asset statements

Credit readiness

Tax returns / CPA letter if applicable

FOR CONDO OR CO-OP RENTALS

In some cases, buildings may require a more extensive package that can include a financial statement, supporting bank and brokerage documentation, reference letters, application forms, riders, disclosures, and building-specific acknowledgements.

The strongest applications are usually the ones that are prepared in advance. Having these materials organized early can make it much easier to move quickly when the right apartment comes up.

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