Printable Client Intake Checklist & AMI Reference
A downloadable client intake checklist, quick AMI reference by metro, a document list, and how to submit a referral.
What’s in the Intake Checklist
A one-page, printable checklist covering:
- Client contact info
- Metro and target area
- Household size and composition
- Approximate annual household income
- Income type (W-2, 1099, benefit, mixed)
- Voucher status (in hand, applied, none)
- Screening context (past evictions, credit range, background)
- Accessibility needs
- Language preference (English or Spanish)
- Consent to contact confirmation
- Referring professional info
Designed to fit on a clipboard during your intake with the client.
What’s in the AMI Reference
A one-page reference showing:
- Current-year AMI limits for the five Texas metros we cover
- 30, 50, 60, and 80 percent tiers
- Household sizes 1 through 8
- Notes on when the reference was updated
- Contact info for follow-up
Updated annually.
How to Get These
Reach out through Contact and mention you’re a professional partner. We’ll send the current versions to you by email.
Document List Handout for Clients
We also maintain a client-facing document list handout: ID, income proof, asset declaration, household composition, and program-specific extras. Useful for pre-visit prep.
Related Reading
Frequently Asked Questions
Do you have a client intake checklist I can print?
Yes. Reach out and we'll send the current PDF: a compact intake checklist covering income, household, program status, and screening context, plus a quick AMI reference by metro.
What client info should I gather first?
Metro, household size, approximate annual income, voucher status, and any screening issues. That's enough for us to run pre-screening and identify open communities.
How often are AMI tables updated?
Annually, after HUD publishes new figures each spring (usually April-May). Our quick reference is updated within a few weeks of release.
