Key Documents You’ll Need Before Starting a Commercial Leasing Search

If you’re looking for space and reaching out to brokers, one of the most important steps is being prepared with the documents brokers and landlords will expect. Coming to the table organized not only speeds up the process but also strengthens your position as a credible tenant.

Why Documents Matter

Landlords and their brokers want assurance that your business can pay rent consistently and that you’re a reliable tenant. Having the right paperwork ready allows your broker to present you seriously, which can make the difference in competitive markets.

The Essential Checklist

Here are the documents brokers will often ask you to provide before they can effectively launch your search, so they're ready for the application process:

• Company financial statements: Profit and loss statements and balance sheets from the past 1–2 years.

• Tax returns: Typically two years of business tax filings.

• Bank reference letter or proof of funds: Shows financial stability and ability to cover rent and deposits.

• Corporate formation documents: Articles of incorporation, LLC operating agreements, or partnership agreements.

• Business plan or company overview: Especially important for startups or companies with limited operating history.

• Space requirements summary: A written outline of your budget, ideal square footage, must-have amenities, and move-in timeline.

How to Work With Your Broker

Once you gather these documents, your broker can confidently present you to landlords and negotiate terms. This preparation demonstrates that you’re serious, which helps when asking for concessions like free rent, shorter lease terms, or tenant improvement allowances.

Final Tip

Think of this process like applying for a mortgage. The more prepared you are with financials and company details, the smoother your office search will be — and the faster your broker can secure the right space for your needs.