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Property Information Form Template

Streamline Your Property Gathering Process with Ease

Are you struggling to gather crucial details about a property for your real estate needs? This Property Information Form Template helps you easily collect information from clients and prospects, ensuring you have all the essential details at your fingertips. Designed for real estate agents and property managers, this template simplifies data entry, enhances client communication, and reduces paperwork, making your workflow more efficient and productive. Plus, it features WCAG-aligned labels for accessibility. Feel free to use the live template and customize it as needed.

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
Your relationship to this property
Owner
Co-owner
Authorized agent
Property manager
Developer/Builder
Tenant
Other
Please Specify:
Full property address
Property type
Please Specify:
Year built (approximate if unknown)
Number of bedrooms
Studio
1
2
3
4
5+
Number of bathrooms
1
1.5
2
2.5
3
3+
Approximate interior size (e.g., 1,800 sq ft or 167 sq m)
Overall property condition
Poor
Below average
Average
Good
Exceptional
Property features (select all that apply)
Heating and cooling systems (select all that apply)
Central heating
Central air conditioning
Radiant heating
Baseboard heating
Heat pump
Window/portable AC
Wood stove
No AC
Is there a homeowners or condo association (HOA/Strata)?
Yes
No
Utility connections and services (select all that apply)
Access or showing instructions (if any)
Is the property currently occupied?
Yes
No
Target price or monthly rent (specify currency)
Availability date
Intended listing
For sale
For rent
Both
Not sure
Recent upgrades or renovations (describe with dates if known)
Known issues or defects (select all that apply)
Link to photos or folder (optional)
Additional notes or details
May we contact you about this property?
Yes
No
Type your name as signature
Signature date
I confirm the information provided is accurate to the best of my knowledge.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration showcasing a property information form template for FormCreatorAI article.

When to use this form

Use this form when you need a clean, complete snapshot of a property before you list, price, or coordinate a deal. It fits sellers, listing agents, and transaction coordinators. For example, collect the legal address, parcel ID, bed/bath counts, lot size, recent upgrades, utilities, HOA details, and disclosures in one pass. You can move that data into your MLS draft with the Real estate listing form and build marketing copy with the Property listing form. It also reduces back-and-forth during escrow and helps produce accurate numbers for the Real estate closing statement form. Result: fewer surprises, faster approvals, and a stronger file you can share with your team and clients.

Must Ask Property Information Questions

  1. What is the full property address, including unit number and county?

    Clear, complete location details keep records consistent across MLS, tax, title, and mapping tools. This prevents mix-ups with similar addresses and speeds every downstream step.

  2. What are the legal identifiers and lot details (APN/parcel ID, zoning, lot size, year built)?

    Legal data drives pricing, compliance, and eligibility for uses like rentals or additions. It also reduces MLS errors and supports clean contracts.

  3. What are the interior and exterior specs (beds, baths, square footage, parking, and standout features)?

    Reliable specs help you price well and set accurate buyer expectations. They also make your photos, remarks, and comparables line up with reality.

  4. What upgrades, repairs, and system ages have been completed (with dates and permits)?

    This shows value, quality, and future costs, all key to appraisal and underwriting. It also strengthens disclosures by documenting work and permit status.

  5. What associations, utilities, and recurring fees apply (HOA dues, transfer fees, providers, restrictions)?

    These details affect monthly costs and buyer fit, and they must be accurate for scheduling and deposits. They also support a smooth handoff in your workflow, especially when paired with the Transaction coordinator form.

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