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Residential Lease Checklist

Tenant / Tenant Representation Side

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Checklist

Use this as a practical file-control checklist. Include the documents that match the transaction facts and your broker's file procedures.

Core file documents

  • Tenant: Information About Brokerage Services (TXR 2501 / TREC IABS 1-2)
  • Wire Fraud Warning - Tenants (TXR 2517)
  • Residential Buyer/Tenant Representation Agreement - Short Form - Tenant (TXR 1507)

When applicable

  • Residential Lease Application (TXR 2003) - may be completed online instead of using the PDF form.
  • Compensation Agreement Between Broker and Owner - Tenant's Broker (TXR 2401)
  • Residential Lease Inventory and Condition Form (TXR 2006)
File note

Use this checklist for the tenant representation side of a residential lease file. Add any transaction-specific documents that apply to the lease.

Related forms and resources

Open the related resource for plain-English guidance on the form and how it connects to the transaction.

Core tenant-side resources

Information About Brokerage ServicesTXR 2501 ยท TREC IABS 1-2

Related resource: Use this resource to understand the brokerage-services notice and how it fits into the file.

Wire Fraud WarningTXR 2517

Related resource: Review with clients so wire-transfer risks and verification practices are clear.

Buyer/Tenant Representation Agreement - Short FormTXR 1507

Related resource: Review the representation agreement that establishes the tenant-side brokerage relationship.

Residential Lease ApplicationTXR 2003

Related resource: Use when the applicant is completing the TXR application form rather than an online application.

Residential Lease Inventory and Condition FormTXR 2006

Related resource: Use the inventory and condition resource to understand the move-in condition documentation.

Residential LeaseTXR 2001

Related resource: Use the lease guide when reviewing the actual landlord-tenant lease terms.

Need further assistance?

For transaction-specific questions, contact your broker or Broker Rochelle Fitzgerald at Fitz & Co. Real Estate.

Email Broker Rochelle Fitzgerald281-948-7161Ask the BrokerBrainAI
Educational resource

For educational purposes only. Agents should verify current forms and consult with their broker when needed.