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New Client – Individual Tax Questionnaire
Tenant Pre-Qualification Questionnaire
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Showings are reserved for vetted applicants who have submitted a preliminary questionnaire. Please allow 24 hours for review
Section 1: Applicant & Business Identity
Legal Name:
(The specific Individual, LLC, Corp, or Partnership that will be on the lease)
(required)
Warning
Doing Business As (DBA):
(If different from the legal name)
(required)
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Applicant Role:
(required)
Select one option
Owner
Managing
Partner
Authorized Officer
Licensed Broker/Agent
Warning
Are you currently represented by a licensed real estate broker or tenant representative?
(required)
Yes
No
Warning
Please provide the name and contact information for your licensed representative. All showings must be scheduled and attended by the agent of record.
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Years in Operation:
(required)
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Business Structure:
(required)
Select one option
Sole Proprietorship
LLC
S-Corp
C-Corp
Non-Profit
Warning
Section 2: Operational Requirements
Nature of Business:
(Describe your primary activity—e.g., medical, professional services, retail)
(required)
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Intended Use of Space:
(Detail how you will use the unit specifically)
(required)
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Will you sublet the space (or any portion thereof) to other people, businesses, or contractors?
(required)
Yes
No
Warning
Employee Count:
(How many staff will be on-site daily?)
(required)
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Anticipated Foot Traffic:
(Daily/weekly estimates for clients/visitors)
(required)
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Hours of Operation:
(required)
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Address of Property You are Inquiring About:
(required)
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Preferred Move-In Date:
(required)
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Section 3: Financial & Lease Stability
Annual Gross Revenue:
(required)
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State of Incorporation / Registration
(required)
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Current Location Status:
(Moving, expanding, or new startup?)
(required)
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Ever Refused to Pay Rent or Been Evicted?
(required)
Yes
No
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Ever Filed for Bankruptcy?
(required)
Yes
No
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Financial Disclosures:
(Are you prepared to provide 2 years of tax returns and a current P&L?)
(required)
Yes
No
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Personal Guarantee:
(Are the owners willing to provide a personal guarantee if required?)
(required)
Yes
No
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Section 4: Schedule a Showing
Date (YYYY-MM-DD)
(required)
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Morning or Afternoon
(required)
AM
PM
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List of Name(s) and Role(s) for people who will attend showing (IMPORTANT: Only people listed below will be allowed access to the property)
(required)
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Other Notes/Comments
Warning
Warning.
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