Corporate Housing Booking Checklist

What to know before requesting furnished housing options for employees, interns, relocations, or project teams

Use this checklist to gather the details that help a housing provider recommend the right furnished apartments, lease terms, locations, budget structure, and support model. Fill in what you know, flag what is still flexible, and share it with your housing partner before requesting options.

Use this checklist to track preferences and where you’re flexible. Share it with your housing partner so they can match you with the right apartments, lease terms, and budget.

Download Checklist



Request Snapshot

Requested by__________________________________Company / program__________________________________
Primary market(s)__________________________________Target move-in date__________________________________
Estimated stay length__________________________________Number of travelers / units__________________________________
Budget guidance__________________________________Decision deadline__________________________________

1. Stay Details

Start with the basic parameters. These details help narrow availability and avoid mismatched options.

Start with essential details to narrow availability and increase relevancy.

CheckPlanning ItemNotes / Details to Confirm
Destination city or marketInclude preferred neighborhoods, suburbs, or boundaries when known.
Move-in and move-out datesNote whether dates are firm, flexible, staggered, or likely to change.
Estimated length of stayInclude minimum term needs and whether extensions are likely.
Number of employees and unitsClarify whether employees need individual apartments or can share larger units.
Unit type and bedroom countStudio, 1-bedroom, 2-bedroom, 3-bedroom, single-family home, or other setup.

2. Location, Commute and Access

Corporate housing works best when location supports the reason for the stay.

Specify ideal locations for project housing.

CheckPlanning ItemNotes / Details to Confirm
Office, project site, campus, or training addressProvide the primary destination address and any secondary locations.
Maximum commute toleranceDefine ideal drive time, public transit access, walkability, or shuttle needs.
Transportation needsParking, EV charging, airport proximity, public transit, or rental car considerations.
Schedule considerationsShift work, early starts, rotating crews, weekend work, or after hours access.

3. Employee and Traveler Needs

Small details can make a major difference in comfort, compliance, and employee experience.

Help your provider understand priorities to create the best possible experience.

CheckPlanning ItemNotes / Details to Confirm
Pet requirementsType, breed, weight, pet fees, and any property restrictions.
Family or dependent needsSchool proximity, extra bedrooms, family-friendly amenities, or crib/highchair needs/
Accessibility needsElevator access, first-floor units, accessible parking, or mobility considerations/
Work-from-home needsReliable internet, desk space, quiet environment, or meeting-friendly layout. 
Must-have amenitiesLaundry, full kitchen, gym, pool, outdoor space, security, package handling, or housekeeping.

4. Budget, Billing and Reporting

Clarify what should be included in the rate so options can be compared accurately.

Clarify what you want included in the rate so your partner can give you accurate options to compare.

CheckPlanning ItemNotes / Details to Confirm
Budget range or policy limitMonthly budget, per diem guidance, project budget, or relocation allowance. 
Rate inclusionsFurniture, houseware, utilities, internet, parking, taxes, fees, and cleaning expectations.
Billing contact and approval processWho approves, who receives invoices, and whether a PO or cost center is required. 
Reporting needsClarify whether employees need individual apartments or can share larger units.Consolidated billing, project codes, employee lists, cost summaries, or occupancy reporting.
Payment preferencesDirect bill, credit card, ACH, client-paid, employee-paid, or split billing.

5. Lease Flexibility and Change Management

Flexible terms are often the difference between a smooth program and administrative stress.

Provide details about your flexibility to ensure a frictionless solution.

CheckPlanning ItemNotes / Details to Confirm
Minimum stay requirementsConfirm whether the stay needs 30+ days, month-to-month flexibility, or a fixed term.
Extension likelihoodNote who approves extensions and how much notice is typically available.
Early departure needsAsk how early departures, date changes, and termination notices are handled.
Staggered move-ins or move-outsImportant for intern groups, project teams, training cohorts, or phased relocations.
Guest changesClarify whether travelers may rotate in and out of the same unit during a project.

6. Program Type and Scale

Different housing programs require different levels of planning, support, and coordination.

Share program details, compliance requirements, and desired amount of support.

CheckPlanning ItemNotes / Details to Confirm
Relocation or new-hire supportConsider family needs, school timing, lease flexibility, and proximity to the new workplace.
Intern or training programPlan for consistent locations, group proximity, safety, budget control, and arrival coordination.
Project team or workforce housingPrioritize scalability, commute, reporting, parking, and flexible extension management.
Multi-city or global programConfirm whether one provider can support multiple markets with consistent service and billing.
Compliance requirementsGovernment, per diem, insurance, procurement, risk, security, or documentation needs.

7. Service and Support Expectations

The right provider should make the housing process easier for both the company and the traveler.

Set expectations by understanding processes.

CheckPlanning ItemNotes / Details to Confirm
Dedicated point of contactIdentify who coordinates options, approvals, move-ins, extensions, and issue resolution.
Move-in communicationConfirm arrival instructions, keys/access, parking, Wi-Fi, and emergency contacts.
Maintenance processAsk how service requests are submitted, tracked, and escalated.
After-hours supportConfirm whether travelers have 24/7 support for urgent needs.
Employee communication supportTemplates, check-in instructions, local information, or arrival guides.

Questions to Ask Before You Book

QuestionWhy it matters
What is included in the quoted rate?Helps compare total cost instead of looking only at the base monthly rate.
What lease terms are available?Confirms minimum stay, extension rules, early departure options, and notice requirements.
How are pets, parking, and utilities handled?These details can affect both traveler satisfaction and total program cost.
What happens if dates or headcount change?Important for relocations, intern programs, and project-based work with shifting timelines.
Can the provider support multiple employees or markets?Determines whether the solution can scale beyond a one-off stay.
What reporting or invoicing can be provided?Supports finance, procurement, project tracking, and internal visibility.
What support is available after move-in?Ensures travelers know who to contact when issues, questions, or emergencies arise.

Quick Fit Guide

Housing needPrioritizeWatch for
Employee relocationLease flexibility, family needs, commute, school timing, furnished setupDate changes, temporary-to-permanent transitions, pet needs
Intern programGroup proximity, safety, budget control, move-in coordination, consistent experienceStaggered arrivals, parking limits, shared-unit expectations
Project teamScalability, jobsite proximity, reporting, parking, extension managementRotating crews, shifting timelines, project codes
Traveling employee with a petPet-friendly inventory, clear fees, breed/weight restrictionsLimited availability and added approvals

Ready to Request Options?

Share this completed checklist with your housing partner or National Corporate Housing contact. The more detail you provide upfront, the easier it is to recommend furnished housing options that align with your timeline, budget, traveler needs, and business goals.

Want to speak to a housing specialist? Contact us below to request more information. 

Let's Connect
Print