fbpx

Property Management Form Template

Example questions to ask in a property management form

Property Information

  • Property Address:
  • Property Type: [Multiple choice: Single-family home, Apartment, Townhouse, Condo, Other]
  • Number of Bedrooms:
  • Number of Bathrooms:
  • Parking Available: [Yes/No]

Owner Information

  • Full Name:
  • Contact Number:
  • Email Address:
  • Preferred Method of Contact: [Multiple choice: Phone, Email, Text]

Property Management Details

  • Is the property currently occupied? [Yes/No]
  • If yes, current lease end date:
  • Desired monthly rent:
  • Are pets allowed?
  • If yes, any restrictions?
  • Are there any specific maintenance issues that need attention?

Services Required

  • Which services are you interested in? [Multiple choice: Tenant screening, Rent collection, Maintenance coordination, Property inspections, Legal compliance, All of the above]
  • Do you require regular property inspections? [Yes/No]
  • If yes, how often? [Multiple choice: Monthly, Quarterly, Bi-annually, Annually]

Financial Information

  • Bank Account Details (for direct deposit):
  • Do you require monthly financial reports? [Yes/No]

Insurance and Legal

  • Do you have current landlord insurance? [Yes/No]
  • If yes, please provide policy details:
  • Are there any ongoing legal issues related to the property? [Yes/No]
  • If yes, please provide details:

Required Documents

  • Please attach the following documents:
    • Property deed or proof of ownership
    • Recent property valuation (if available)
    • Any existing lease agreements

Additional Information

  • Is there any additional information you’d like to provide about the property or your management preferences?

Use this template in Portalstack

screenshot of a property management form template in Portalstack

14-day free trial. No credit card required.

Close more deals. Onboard clients 10x faster. Securely share and collect data. One access point for clients to do business with you.

© Portalstack 2024. All rights reserved.
Privacy Policy | Terms of Service | Security Policy
Made with in Melbourne

Social: LinkedinFacebookTwitter