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70 templates

10 Year Strategy Plan Questionnaire

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10 Year Strategy Plan Questionnaire

Gathers a client's financial situation and property investment goals so an advisor can design a ten-year wealth plan together with them.

What's included

  • Name
  • Email
  • Which state do you live in?
  • Do you have any dependents? If so, how many?
  • What is your household income?
  • How much disposable savings do you currently have?
  • What is your current household monthly savings?
  • Do you have a passive income goal through property? If so, what is it?
  • +9 more

1 page(s) · 17 fields

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Address Information Request Form

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Address Information Request Form

Collects contact details, the new address, and supporting property documents needed to update a record, including the requester's signature.

What's included

  • Name
  • Email
  • Phone Number
  • Date
  • Reason for address change?
  • Old Address
  • Current Address
  • New Address
  • +2 more

1 page(s) · 10 fields

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Agent Onboarding Checklist Form

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Agent Onboarding Checklist Form

An internal checklist that walks new agents through onboarding step by step, from license verification to signing legal agreements.

What's included

  • Onboarding Responsible Name
  • New Agent Name
  • License Status
  • Background Check Status
  • Agreement Status
  • Additional Notes

1 page(s) · 6 fields

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Airbnb Check-In Form Template

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Airbnb Check-In Form Template

Speed up guest arrivals by collecting their details, ID document, and signature before handing over the keys to the rental.

What's included

  • Full Name
  • Birth Date
  • Address
  • Number of Guests
  • Check Out Date
  • Please upload a valid copy of your ID (Passport or Driving License)
  • Please upload a photo of you holding your ID next to your face
  • Signature
  • +1 more

1 page(s) · 9 fields

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Airbnb Check-In/Check-Out Policies Agreement Form

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Airbnb Check-In/Check-Out Policies Agreement Form

Formalize the agreement between host and guest on property rules and stay conditions through a digital signature.

What's included

  • By signing this waiver form, I acknowledge and confirm the following:
  • Guest's Name
  • Guest's Signature
  • Date Signed

1 page(s) · 4 fields

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Amenity Release Waiver

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Amenity Release Waiver

Collect a signed liability waiver from guests or residents before they use shared amenities such as pools, gyms, or community spaces.

What's included

  • Release and Waiver Agreement
  • Name
  • Signature
  • Date
  • Date of Birth of Signatory
  • Email
  • Phone Number
  • Address

1 page(s) · 8 fields

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Apartment Booking Confirmation Form

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Apartment Booking Confirmation Form

A form property managers use to confirm the dates, total cost, and terms of an apartment booking in writing.

What's included

  • Name
  • Rental Start Date
  • Rental End Date
  • Email
  • Phone Number
  • Apartment Address
  • Extra Fees
  • Signature

1 page(s) · 8 fields

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Apartment Comparison Checklist

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Apartment Comparison Checklist

A side-by-side checklist for weighing rental apartments across lease terms, unit features, kitchen setup, and community amenities.

What's included

  • Terms and Conditions
  • Apartment Features
  • Kitchen
  • Community

1 page(s) · 4 fields

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Apartment Hunting Checklist

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Apartment Hunting Checklist

A room-by-room checklist renters can use while touring apartments to evaluate safety, furnishings, repair issues, and other must-check details.

What's included

  • Safety and Security
  • Furniture and Appliances
  • Repair Status
  • REMEMBER TO CHECK

1 page(s) · 4 fields

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Apartment Information Request Form

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Apartment Information Request Form

A detailed intake form property teams use to capture a prospective tenant's preferences, budget, and financial background before scheduling a tour.

What's included

  • Let's Find Your New Home
  • Your Full Name
  • Co-Applicant (if applying)
  • Valid Email
  • Phone Number
  • Days/Times Available to Tour
  • Funds for Fees Available When Touring
  • How Did You Find Us?
  • +29 more

1 page(s) · 37 fields

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Apartment Move-In Condition Checklist Form

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Apartment Move-In Condition Checklist Form

A room-by-room checklist that documents the apartment's condition in writing and photos on the day a tenant moves in.

What's included

  • In which building are you living?:
  • Apartment #
  • Apartment Size
  • Resident Names
  • Floor and Floor Coverings
  • Walls and Ceilings
  • Door(s)
  • Lighting Fixture(s)
  • +111 more

12 page(s) · 119 fields

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Apartment Residency Verification Form

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Apartment Residency Verification Form

A form a landlord or property manager fills out to officially confirm that someone resides at a given apartment.

What's included

  • Name
  • Address
  • Move-In Date
  • Lease Term
  • Landlord/Manager Name
  • Phone Number
  • Email
  • Verification Purpose
  • +5 more

1 page(s) · 13 fields

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Apartment Waitlist Form

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Apartment Waitlist Form

Collects contact details and housing preferences from prospective renters so a property team can reach out the moment a matching unit becomes available.

What's included

  • Full Name
  • Email
  • Phone Number
  • Current Address
  • Preferred Move-In Date
  • Number of Bedrooms Desired
  • Preferred Floor
  • Amenities Requested
  • +5 more

1 page(s) · 13 fields

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Appraisal Acknowledgement Form

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Appraisal Acknowledgement Form

Documents that the borrower — and co-borrower, if applicable — has received and reviewed the property appraisal report tied to a loan.

What's included

  • Loan Number
  • Date
  • Borrower Name
  • Property Address
  • Acknowledgement Statement
  • Borrower's Signature
  • Date
  • Co-Borrower's Signature
  • +1 more

1 page(s) · 9 fields

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Appraisal Dispute Form

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Appraisal Dispute Form

Lets a borrower formally challenge the value assigned in a property appraisal report and request a review.

What's included

  • Instructions
  • Date
  • Borrower's Name
  • Phone Number
  • Email
  • Loan Officer/Processor's Name
  • Property Address
  • Appraised Value
  • +4 more

2 page(s) · 12 fields

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Appraisal Order Form

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Appraisal Order Form

Centralizes property details, requester information, and appraisal company data to manage property appraisal orders in one organized workflow.

What's included

  • Order Date
  • Owner or Borrower Name
  • Property Address
  • Phone Number
  • Appraisal Company Information
  • Contact Name
  • Company Name
  • Address
  • +11 more

1 page(s) · 19 fields

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Appraisal Request Form

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Appraisal Request Form

Captures the contact details and organization of whoever is requesting a property appraisal, so the appraisal firm can follow up on the request.

What's included

  • I am a...
  • Full Name
  • Supplying Organization
  • Your Email Address
  • Phone Number
  • Address

1 page(s) · 6 fields

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Appraisal Waiver Form

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Appraisal Waiver Form

Records the borrower's authorization allowing an appraiser to inspect and value the property without the owner present during the visit.

What's included

  • Disclosure Date
  • Loan Number
  • Lender
  • Borrower's Name
  • Property Address
  • Waiver Statement
  • Borrower Signature
  • Date

1 page(s) · 8 fields

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Architect Estimate Form Template

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Architect Estimate Form Template

A form that lets architecture and design studios capture client details, project scope, and budget range before putting together a project estimate.

What's included

  • Client Name
  • Client Email
  • Client Phone Number
  • Project Name
  • Project Description
  • Project Budget
  • Project Deadline
  • Preferred Contact Method

1 page(s) · 8 fields

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Architectural Approval Request Form

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Architectural Approval Request Form

A submission form that lets property owners request homeowners association approval for exterior projects, covering materials, timeline, and supporting documents.

What's included

  • Property Owner Name
  • Property Owner Email
  • Property Owner Phone Number
  • Renter's Address
  • Type of Project (Only 1 Project Per Request):
  • Material to be Used:
  • Who will be doing the project? (Contractor Name)
  • Estimated Start Date:
  • +4 more

2 page(s) · 12 fields

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Architectural Change Request Form

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Architectural Change Request Form

A request form that lets homeowners propose structural or cosmetic changes to their property, including estimated cost, timeline, and a signature of agreement.

What's included

  • Homeowner's Name
  • Additional Homeowner's Name
  • Contact Number
  • Email
  • Property Address
  • Do you live at the property address?
  • Project Description
  • Upload Images & Project Documents
  • +5 more

2 page(s) · 13 fields

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Asbestos Inspection Report Form

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Asbestos Inspection Report Form

Document the findings of a property asbestos inspection, including material condition, hazard level, and lab sample results.

What's included

  • Site ID
  • Original Inspection Date
  • Re-inspection Date
  • Inspection Address
  • Structure
  • Structure ID
  • Structure Type
  • Structure Purpose
  • +25 more

1 page(s) · 33 fields

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Asphalt Shingles Inspection Form

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Asphalt Shingles Inspection Form

Record the condition of a roof during an asphalt shingles inspection, including roof type, a checklist, and the inspector's signature.

What's included

  • Inspection No.
  • Inspection Date
  • Client Name
  • Phone Number
  • Email
  • Address
  • Type of Building
  • Roof Type
  • +11 more

1 page(s) · 19 fields

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Bed Bug Disclosure Form

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Bed Bug Disclosure Form

A document that lets landlords or agents formally inform prospective tenants or buyers about any history of bed bug infestations at a property.

What's included

  • Name
  • Email
  • Phone Number
  • Property Address
  • Date of Disclosure
  • Have there been any bed bug infestations in the past?
  • Additional Comments

1 page(s) · 7 fields

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Broker Price Opinion (BPO) Form

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Broker Price Opinion (BPO) Form

Collects the key property details a broker needs to issue a price opinion, a report commonly used to support underwriting and lending decisions.

What's included

  • Property Address
  • Property Type
  • Property Size (Sq. Ft.)
  • Number of Bedrooms
  • Number of Bathrooms
  • Year Built
  • Condition of Property
  • Estimated Value
  • +1 more

1 page(s) · 9 fields

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Broker Price Opinion Form

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Broker Price Opinion Form

A form real estate brokers use to evaluate a property's condition, market trends, and comparable sales in order to recommend a fair market price.

What's included

  • Property Address
  • Date
  • Property Type
  • Number of Bedrooms
  • Number of Bathrooms
  • Square Footage in ft
  • Year Built
  • Condition
  • +7 more

1 page(s) · 15 fields

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Broker Survey Template

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Broker Survey Template

A survey for real estate brokers to share feedback on their brokerage firm's support and identify ways the experience could be improved.

What's included

  • Full Name
  • Email Address
  • Phone Number
  • Company Name
  • Years of Experience as a Broker
  • Brokerage Firm
  • Brokerage License Number
  • Which type of properties do you specialize in?
  • +4 more

1 page(s) · 12 fields

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Broker's Open Feedback Form

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Broker's Open Feedback Form

A feedback form real estate agents fill out after attending a broker's open event to share their impressions of a listed property.

What's included

  • Please indicate where you live.
  • How would you rate the location of this house?
  • How would you rate the interior condition of this house?
  • How would you rate the exterior condition of this house?
  • How was the overall home features?
  • Please define purchasing considerations about showing to a client.
  • Please evaluate purchasing considerations about the quality of asking price.
  • At the current listing price, how long do you think it will take this property to sell?
  • +1 more

1 page(s) · 9 fields

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Building Access Authorization Form

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Building Access Authorization Form

Records and controls who may enter a building or facility, including the reason, access dates, and an emergency contact.

What's included

  • Full Name
  • Employee ID
  • Department
  • Reason for Access
  • Access Start Date
  • Access End Date
  • Authorized By
  • Emergency Contact Name
  • +2 more

1 page(s) · 10 fields

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Building Approval Form

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Building Approval Form

Collects the project details, budget, and plans needed to request approval for a construction or renovation project.

What's included

  • Full Name
  • Email Address
  • Phone Number
  • Address of Construction/Renovation
  • Type of Project
  • Project Description
  • Estimated Start Date
  • Estimated Completion Date
  • +9 more

1 page(s) · 17 fields

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Building Condition Survey

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Building Condition Survey

Gathers consent and contact details from residents or occupants to schedule an assessment of the building's physical condition.

What's included

  • Date
  • Name
  • Address to be Surveyed
  • Building Name (if applicable)
  • Do you choose to participate in a survey done of your building?
  • Preferred Method of Contact
  • Phone Number
  • Email
  • +2 more

1 page(s) · 10 fields

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Building Inspection Checklist

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Building Inspection Checklist

Guides inspectors through a structured review of a building's site, mechanical, and electrical work, capturing a signed record of the findings.

What's included

  • Unit
  • Building Description
  • Building ID
  • Date
  • Inspector
  • Building Location
  • Site Work
  • Mechanical Work
  • +5 more

1 page(s) · 13 fields

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Building Maintenance Checklist Form

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Building Maintenance Checklist Form

Log building maintenance visits and record the tasks completed by the technician and their supervisor.

What's included

  • Date
  • Full Name
  • Phone Number
  • Email
  • Position
  • Name
  • Phone Number
  • Email
  • +3 more

1 page(s) · 11 fields

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Building Preventive Maintenance Checklist

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Building Preventive Maintenance Checklist

Guide maintenance teams through a structured building inspection, from fire safety to overall condition, and log any repairs still needed.

What's included

  • Building Name
  • Address
  • Inspection Date
  • Inspector Name
  • Department / Facility
  • General building condition items
  • Any immediate hazards present?
  • Condition severity
  • +11 more

1 page(s) · 19 fields

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Building Survey

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Building Survey

Collect structural and photographic data on a property to document its current condition and features.

What's included

  • Building Name
  • Address
  • Neighborhood Name
  • Building Type
  • Construction Type
  • Number of Floors
  • Estimated Height
  • Utility Types
  • +2 more

1 page(s) · 10 fields

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Buyer Intake Form

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Buyer Intake Form

Collect a buyer's preferences, budget, and contact information so the real estate agent can begin searching for the right property.

What's included

  • Name
  • Email
  • Phone Number
  • Address
  • Are you Married?
  • Spouse Name
  • Spouse Email
  • Spouse Address (If Different from above)
  • +15 more

1 page(s) · 23 fields

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Buyer Interview Form

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Buyer Interview Form

Help real estate agents fully understand a buyer's needs, budget, and preferences before showing properties.

What's included

  • Buyer Information
  • Name
  • Phone Number
  • Email
  • Address
  • Are you currently employed?
  • What is your reason for moving?
  • What is your reason for buying?
  • +22 more

1 page(s) · 30 fields

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Buyer Needs Worksheet Form

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Buyer Needs Worksheet Form

Guide real estate agents through a structured conversation to understand a buyer's situation, budget, and requirements before starting the property search.

What's included

  • Buyer #1
  • Email
  • Phone Number
  • Buyer #2
  • Email
  • Phone Number
  • 1. What is your current living situation?
  • 2. What positive or negative impact does this have on you and/or your family?
  • +29 more

1 page(s) · 37 fields

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Buyers Application

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Buyers Application

Collect a prospective buyer's contact details, motivations, and preferences for purchasing a property, along with their confirming signature.

What's included

  • Whats your mobile number?
  • Whats your first name
  • What's your second name?
  • Please enter your active email address
  • What motivates you to buy a property?
  • Do you have a specific geographical location in mind?
  • Are you ready to buy now or in future?
  • What type of property are you looking for and in what sort of price-range?
  • +2 more

1 page(s) · 10 fields

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Buyers Questionnaire

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Buyers Questionnaire

A questionnaire for real estate agents to deeply understand a buyer's needs, preferences, and financial readiness before starting the property search.

What's included

  • Your name
  • E-mail
  • Phone Number
  • How would you like to stay in touch?
  • How long have you been looking for a new home?
  • Have you seen anything that you liked?
  • What happened? Why didn't you buy it?
  • How have you been searching? What tools, websites or methods are you using?
  • +34 more

1 page(s) · 42 fields

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California Rental Lease Agreement

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California Rental Lease Agreement

Capture the terms of a landlord-tenant lease in California, covering rent, deposit, and property rules in a single signed document.

What's included

  • Date of Execution
  • Type of Property
  • Property Address
  • Year the Property Was Built
  • Landlord Name
  • Landlord Email
  • Landlord Phone Number
  • Tenant Name
  • +18 more

1 page(s) · 26 fields

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Canada Hostel Lease Agreement Form

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Canada Hostel Lease Agreement Form

This document captures the essential lease details between a Canadian hostel and its tenant, including the rental period and the guest's signature.

What's included

  • Hostel Name and Address
  • This lease commences from
  • To
  • Tenant's Name
  • Signature

1 page(s) · 5 fields

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Change of Tenant Form

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Change of Tenant Form

Capture the handover of a rental unit when one tenant moves out and a new tenant takes over the lease.

What's included

  • Property Address
  • Current Tenant's Full Name
  • Current Tenant's Contact Number
  • New Tenant's Full Name
  • New Tenant's Contact Number
  • Reason for Change
  • Desired Start Date for New Tenant

1 page(s) · 7 fields

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Client Information & Testimonial Form

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Client Information & Testimonial Form

Collect key contact details and a client testimonial to keep your real estate database current and gather referrals.

What's included

  • Today's Date
  • Name
  • Birthday
  • Email Address
  • Name
  • Birthday
  • Email Address
  • Mailing Address
  • +5 more

1 page(s) · 13 fields

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Closing Property Information Form

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Closing Property Information Form

Collects a property's operational details — utility providers, keys, security systems, and waste pickup — ahead of closing.

What's included

  • Property Address
  • Specify Utility Providers' Name
  • Specify Keys / Remote Controls / Codes
  • Specify Security Systems Name
  • Waste Management
  • Trash
  • Recycling
  • Additional Notes

1 page(s) · 8 fields

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Club Director Candidate Profile Form

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Club Director Candidate Profile Form

Gathers a candidate's professional background, leadership skills, and financial experience for a community or club director position.

What's included

  • Personal Information
  • Full Name
  • Address
  • Phone Number
  • E-mail
  • Professional Information
  • Current Organization:
  • Current Title:
  • +57 more

1 page(s) · 65 fields

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Commercial Appraisal Review Form

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Commercial Appraisal Review Form

A checklist form reviewers use to verify the accuracy, completeness, and compliance of a commercial property appraisal report before signing off on it.

What's included

  • Property Address
  • Appraisal Report Date
  • Property Type
  • Appraisal Type
  • Appraiser Name
  • Appraisal Firm
  • Intended Use
  • Intended User(s)
  • +19 more

1 page(s) · 27 fields

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Commission Approval Form

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Commission Approval Form

Streamline the internal review and approval of real estate sales commissions, including referrals, commission splits, and payout method.

What's included

  • Commission Details
  • Sale Property Address
  • How are we receiving your commission?
  • How do you want to receive commission payment?
  • Amount of Commission Deposit (before deductions or splits)
  • Is there a referral?
  • Referral agreement / W-9
  • Amount of Referral Fee
  • +10 more

1 page(s) · 18 fields

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Commission Disbursement Authorization Form

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Commission Disbursement Authorization Form

Authorize the disbursement of commission on a closed real estate transaction, detailing the sale price, each agent's commission, and any additional fees.

What's included

  • Property Address
  • Buyer(s)
  • Seller(s)
  • Sale Price
  • Buyer Agent Commission
  • Seller Agent Commission
  • Additional Fees
  • Closing Date
  • +3 more

1 page(s) · 11 fields

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Commission Statement Template

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Commission Statement Template

Document the breakdown of a closed real estate sale commission, including earnest money, administrative fees, and the remaining balance due.

What's included

  • Listing Agent:
  • Address & Seller/Buyer Info:
  • Property #
  • Referral Commission Due?
  • Is this a Relocation Referral?
  • Earnest Money Deposit
  • Administrative Fee:
  • Paid By:
  • +11 more

1 page(s) · 19 fields

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Common Area Inspection Form

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Common Area Inspection Form

Lets facility managers record the condition of shared spaces in an office building, from safety to cleanliness.

What's included

  • Office/workplace location
  • Emergency
  • Staff Amenities
  • Floors, Aisles, Stairs & Landing
  • Electrical
  • General
  • Inspector name
  • Inspector Email Address
  • +3 more

1 page(s) · 11 fields

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Condo Pre-Market Listing Questionnaire

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Condo Pre-Market Listing Questionnaire

A detailed questionnaire for condo owners to provide the information needed before listing their unit on the market.

What's included

  • Owner Name
  • Phone Number
  • Email
  • Co-Owner Name
  • Co-Owner Phone Number
  • Co-Owner Email
  • Property Address
  • Mailing Address (if different from above) or forwarding address:
  • +26 more

1 page(s) · 34 fields

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Condo Questionnaire

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Condo Questionnaire

A questionnaire to learn a prospective buyer or renter's condo preferences, including location, size, and budget.

What's included

  • Full Name
  • Email Address
  • Phone Number
  • Do you currently own a condo?
  • Preferred Condo Location
  • Number of Bedrooms Desired
  • Number of Bathrooms Desired
  • Do you require parking?
  • +2 more

1 page(s) · 10 fields

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Container Home Rental Application Form

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Container Home Rental Application Form

Gathers a candidate's personal, employment, and financial details before approving a container home rental.

What's included

  • Full Name
  • Email Address
  • Phone Number
  • Current Address
  • Date of Birth
  • Employment Status
  • Monthly Income
  • Employer Name
  • +8 more

1 page(s) · 16 fields

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Contingency Removal Form

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Contingency Removal Form

A short form used to formalize the removal of contingencies from a real estate purchase contract, capturing the applicable state and the date of execution. It is designed to be completed from any device during closing.

What's included

  • State

1 page(s) · 1 fields

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Contract-to-Close Intake Form

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Contract-to-Close Intake Form

Give your transaction coordination team everything they need to manage a deal from signed contract through closing day.

What's included

  • Agent Name
  • Email
  • Phone Number
  • Client Email(s) and Phone Number(s)
  • Preferred Vendors, Communication Method, and Additional Notes
  • Property Street Address
  • Who Do You Represent?
  • Property Occupancy Status
  • +12 more

1 page(s) · 20 fields

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Conveyancing Questionnaire

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Conveyancing Questionnaire

Gather a client's history with property transactions and their expectations for a conveyancer, helping firms tailor pricing and service.

What's included

  • Property Address
  • Have you ever purchased or sold a property before?
  • If so, did you use a conveyancer or solicitor?
  • How did you hear about your solicitor/conveyancer?
  • How would you rate the overall satisfaction of service you received?
  • Would you try another provider for conveyancing services in the future?
  • Are you likely to purchase or sell a property in the next 6 months?
  • When selecting a conveyancer what would be most important to you?
  • +10 more

1 page(s) · 18 fields

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Customer Order Form

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Real estate

Customer Order Form

Captures a customer's contact details and house plan order specifics, including estimated budget and an option to send the plan as a gift.

What's included

  • Full Name
  • Address
  • Contact Number
  • E-mail
  • Requested Services
  • Is proposed site address same as address?
  • Proposed Site Address
  • Estimated Budget
  • +5 more

1 page(s) · 13 fields

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Damage Dispute Form

Real estate
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Real estate

Damage Dispute Form

Lets a tenant formally contest property damage charges, attaching evidence and explaining the reason for the dispute.

What's included

  • Your name
  • Email
  • Phone number
  • Property address
  • Please select the charge(s) you are disputing
  • Reason for dispute
  • Upload a file/photo of any damage that was already present at move-in
  • Please upload any documentation that supports your dispute
  • +4 more

1 page(s) · 12 fields

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Defect Inspection Report Form

Real estate
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Real estate

Defect Inspection Report Form

Walks an inspector through every room of a unit, item by item, to log defects with a photo and remarks ahead of handover.

What's included

  • Defect Inspection Report
  • Owner Name:
  • Unit No.:
  • Condo:
  • Owner's Email:
  • Date:
  • Staff Name:
  • 1.1 Tiling
  • +224 more

1 page(s) · 232 fields

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