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Property Survey Form Template

Streamline Your Property Survey Process with This Template

Managing property boundaries can be complex and confusing for many. This Property Survey Form Template is designed for real estate agents, surveyors, and homeowners to easily gather vital property information. Capture essential details like boundaries, structures, charges, guarantees, and features in a streamlined manner, improve accuracy in evaluations, enhance client satisfaction, and facilitate clear communication. Plus, you can customize the template to ensure it meets your specific needs, making it a flexible tool for any situation-try it out now!

Full name
Email address
Phone number
Property address line 1
Postcode or ZIP code
Property type
Detached house
Semi-detached house
Terraced house
Bungalow
Flat or apartment
Commercial unit
Land or plot
Other
Please Specify:
Approximate floor area
Under 500 sq ft / 46 sq m
500-999 sq ft / 46-93 sq m
1,000-1,999 sq ft / 93-186 sq m
2,000-2,999 sq ft / 186-279 sq m
3,000+ sq ft / 279+ sq m
Not sure
Your role regarding this property
Owner
Tenant
Buyer
Seller
Property manager or agent
Other
Please Specify:
List any specific issues or areas of concern
What is the purpose of this survey?
Please Specify:
Preferred survey date
Access instructions or entry details (e.g., keyholder, alarm codes, parking)
Will there be pets on site during the visit?
Yes
No
Are there any known hazards we should prepare for?
None known
Asbestos suspected
Loose or uneven flooring
Low headroom
Electrical hazards
Mold or damp
Ongoing construction works
Aggressive animals
Other
Please Specify:
May we contact you about this request?
Yes
No
Signature of requester
Date signed
I have read and agree to the terms and privacy policy
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration depicting a property survey form for FormCreatorAI article

When to use this form

Use this form when you need clear facts about a parcel before you list, buy, build, or refinance. It helps agents, surveyors, investors, and owners confirm boundaries, easements, and improvements so you can plan with confidence. Common scenarios: verifying a fence or driveway encroachment, staking an addition, splitting a lot, or documenting setbacks for permits. To speed intake, pull owner and parcel details from the Property information form. If you are preparing to market a home, align disclosures with the Pre-market listing questionnaire form. Working through escrow? Track timing alongside the Property under contract form. The results reduce surprises, keep projects on schedule, and give you a practical lot survey example you can reuse.

Must Ask Property Survey Questions

  1. What is the full property address, legal description, and parcel or lot ID?

    These identifiers tie your request to the exact parcel on county and title records, which prevents mix-ups. They also let you pull prior maps and documents so you can review quickly.

  2. Where are the boundary lines and corners located, and are monuments or stakes present?

    This clarifies what the surveyor must verify or set in the field, reducing repeat trips. It also helps you plan fencing, access, and setback compliance.

  3. Are there any recorded easements, rights-of-way, or known encroachments?

    Knowing restrictions early avoids redesigns and delays with utilities, neighbors, or title. It flags issues that may affect permits, use, or resale.

  4. What existing improvements should be shown, with distances to the nearest boundaries?

    Listing structures like the house, garage, sheds, pools, and driveways guides accurate measurements and notes. It also supports valuation work you might pair with the Real estate broker price opinion form.

  5. What site constraints should be noted, such as utilities, flood zones, wetlands, or zoning overlays?

    These conditions influence feasibility and may require extra steps like utility locates or an elevation certificate. Capturing them now prevents cost overruns and change orders.

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