Contacts and authority
Know who can answer and approve.
Collect contacts and identify who handles access, documents, maintenance, and decisions.
- Owner or seller contact details.
- Primary contact and preferred times.
- On-site or authorized contact.
Describe your workflow and the facts you need from owners or sellers. Makeform turns the brief into an intake form for property details, condition notes, access, and files.
Route property details to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it, or send it to the Makeform builder. The field structure is an example, not a live result.
Audience
Homeowners preparing to list a residential property
Format
Multi-section intake with photos and documents
Prompt size
327 chars
Example form structure
Multi-section intake with photos and documents
Property address and owner contact
Property type, year built, rooms, and parking
Improvements and current condition
Showing availability and access
Property photos and supporting documents
Suggested routing tags
Ready for review
Missing documents
Access follow-up
Ask owners to distinguish known facts from estimates, especially for dates, dimensions, upgrades, and utility costs.
Step 1
Request
send one structured owner questionnaire
Step 2
Collect
capture facts, access notes, and files
Step 3
Review
spot missing or conflicting answers
Step 4
Route
prepare listing or management follow-up
Cleaner property intake
A structured form keeps facts together and reveals incomplete answers before listing preparation, inspections, or management setup.
Show unit, loading, or amenity questions only when the selected property type makes them relevant.
Collect floor plans, warranties, utility records, and photos with the submission instead of across email threads.
Required fields make blank access notes, uncertain dates, and missing contacts easier to catch.
Adapt it to the handoff
Choose the intake closest to the work ahead, then edit terminology, sections, required fields, and routing in the builder.
Rooms, improvements, occupancy, access, and listing media.
Units, leases, utilities, vendors, keys, and maintenance history.
Area, use, suites, systems, parking, loading, and tours.
Beds, amenities, entry, rules, safety equipment, and photos.
Owner-to-office workflow
Refine the generated fields, share one link, and use the response to guide owner follow-up.
Specify a sale, rental onboarding, commercial brief, or furnished-property setup and the property types expected.
Add your terminology, require essential facts, and reveal specialized questions from relevant selections.
Send the form before a call or visit so the owner can gather contacts, photos, and documents.
Scan for gaps, estimates, conflicting dates, and facts needing observation or verification.
Form vs email vs generic checklist
Keep answers labeled, prompt relevant follow-ups, and accept the files needed for review.
Field guide
Use these six sections as a practical starting point, then remove anything that does not support your listing, onboarding, or management process.
Contacts and authority
Collect contacts and identify who handles access, documents, maintenance, and decisions.
Identity and layout
Separate address, type, occupancy, rooms, units, parking, and dimensions.
Features and systems
Inventory systems, appliances, fixtures, outdoor areas, security, and accessibility.
Condition and history
Gather improvements, maintenance, concerns, and known dates as owner-provided facts.
Occupancy and access
Capture occupancy, notice, visit windows, entry, pets, and restricted areas.
Files and declarations
Label uploads and ask owners to flag estimates or missing items.
Related tools
Continue from owner intake into inquiries, listings, inspections, move-in documentation, and maintenance.
FAQ
Practical answers for agents and property managers designing a clearer owner intake.
It is a structured questionnaire for collecting owner-provided property facts, including layout, features, systems, condition history, occupancy, access, contacts, and files. Use the response for intake and follow-up, not as a replacement for inspection or verification.
Include the address, seller contacts, property type, occupancy, rooms, parking, dimensions, systems, improvements, concerns, fixtures, access, and photos. Ask owners to identify estimates, and show specialized fields only when relevant.
Yes. Conditional logic can reveal association questions for condos, unit questions for multifamily property, or loading and power questions for commercial space. Owners see only relevant sections.
Yes. Add separate upload fields for photos, floor plans, inventories, warranties, invoices, utility records, or leases. Clear labels help reviewers identify each file and spot missing items.
Collect only what is needed and restrict access to the relevant team. Consider requesting active codes through your approved secure process closer to the visit, and review permissions on integrations and exports.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and reuse your property intake without a submission cap. The paid tier removes the Makeform badge; it does not unlock basic form volume.
Yes. Review submissions in Makeform or connect Google Sheets, Slack, or Zapier. You can route complete responses, tag missing files, and notify the person responsible for follow-up after checking destination permissions.
No. Treat it as owner-provided intake for preparing questions and next steps. Conditions, measurements, and records may need observation, source documents, specialist review, or another process suited to the property and location.
Start with a complete property handoff.