Free flowchart template · Real estate
A rental application approval flowchart shows property managers how to take a tenancy application from received to decided. It covers checking it's complete, verifying identity, income and references, summarising the best applications for the landlord, the landlord's decision, and offering the tenancy or telling the applicant it was declined.
Updated November 2026 · Opens in Wikidoc as a process map · Free to use, don’t resell
The template opens as a process map, laid out with its lanes, steps and decisions, ready to edit.
Rename the lanes to your team’s roles, change the questions to match your rules, and add or remove steps.
Attach your SOPs and checklists to the steps, so whoever does the work can open the instructions from the map.
This works on the Free plan: up to 10 process maps from templates, free forever.
For real estate:How Wikidoc works for real estate agenciesCompliance-heavy businessesHigh-turnover teams
Procedure
1Take complete applications
2Check identity and income
3Check rental history
SOP
Check, compare and approve rental applications fairly.
PDF · Word
Agreement and documents
Get the signed agency agreement before marketing starts
Get the seller’s disclosures and the documents your local rules require for sale
Confirm the seller’s identity and ownership
Checklist
Agreement, disclosures, photos and copy for every new listing.
PDF · Word · CSV
Keys and meters
Record every key, remote and access card handed over or returned
Record the electricity, gas and water meter readings
Walls and ceilings are clean, with no marks, holes or damage
Checklist
Record a rental’s condition room by room, in and out.
PDF · Word · CSV
Procedure
1Prepare the property
2Set up
3Register every visitor
SOP
Prepare, secure, run and follow up every open home.
PDF · Word
The agency and its service standards
Taking on a new property
Listing and leasing
Document
How your agency runs the rent roll, step by step.
PDF · Word
Before day 1Day 1Week 1
Check their real estate licence or registration is current, as the role requires
Collect the contract, payroll details and emergency contacts
Set up email, the property management system and the phone system
Onboarding checklist
Licence, systems, rent roll handover and tenancy law.
PDF · Word · CSV
The steps from receiving a tenancy application to offering the property or declining the applicant, including the checks and the landlord's decision.
Usually identity, income against the rent, past rental history and references. Use the same checks for every applicant, so every decision is fair and can be explained.
Usually the landlord, on the property manager's recommendation, unless the management agreement lets the agent decide. Record the decision in writing either way.
Yes. Agencies can open it in Wikidoc and adapt it at no cost, as one of the 10 process maps from templates on the Free plan.
The operations management platform for SMEs that turns the way they work into a documented, repeatable, and teachable system.
