FINANCIAL & LEGAL ADJACENT
Tenant Roll
Client Intake Form + Client Questionnaire
Property-wide rent roll on one page.
Complete Set
BEST VALUE
$19.99
Intake Form + Client Questionnaire
Just need one? Intake only $14.99 · Questionnaire only $9.99
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⚖ Attorney-designed
🔒 Instant download
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About this form
A tenant roll (also called a rent roll) for landlords and property managers. Captures every tenant in a property: unit number, tenant name, lease start and end, monthly rent, security deposit, balance owed, and notes.
One-time purchase, reuse across portfolios.
Why professionals choose this form
- Professional on both sides of the desk: Signals competence to your client and sets expectations from minute one.
- Covers your back: Client-completed questionnaire creates a written record in the client's own hand — documentary cover on scope, authorization, and disclosures.
- Modest one-time purchase, seamless workflow: No subscriptions, no software, no learning curve — for the life of your business.
- Everything in one document: No running around your digital kingdom on side-quests — every detail of the engagement lives in one place.
- Fillable PDF: Type directly into fields in Adobe Reader — no Canva account or monthly software needed.
Ready to get organized?
Get Both PDFs — $19.99