Property management inquiry form template
This five-step property management inquiry form asks the property type, the services wanted, the number of properties and whether the owner already has a manager, followed by the contact details. Clone it into your Growform account and add your fees.
What the form asks, step by step
Owners shopping for a manager want to know if you handle their kind of property and the work they need. The form asks exactly that before it asks who they are.
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Step 1: “What type of property do you own?”
Single-family, multifamily, apartments and commercial buildings need different management skills.
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Step 2: “What services are you interested in?”
Rent collection, maintenance, marketing or lease enforcement shows which package to propose.
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Step 3: “How many properties do you own?”
Owners with more than ten doors deserve a call from a senior manager.
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Step 4: “Are you currently working with a property manager?”
A yes usually means the owner is unhappy and ready to switch.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
The owner sees a standard confirmation, which you can rewrite to promise a management proposal within two business days.
Who it’s for
Residential and commercial property management companies use this template to win new owners from their website and landlord ads. Each inquiry states the property type, the services wanted and the number of doors, so your business development team can quote a fee and prioritize larger portfolios. The question about a current manager identifies owners who are switching, who are often the quickest to sign. A longer property management questionnaire about rents, tenants and maintenance history can follow the first call.
Why this structure converts
- The services step lets owners say what they want help with instead of reading a list of packages.
- Portfolio size is a tap on a band, so an owner never has to count units on the spot.
- Asking about a current manager is gentle, and it tells you how competitive the sale will be.
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Make it yours
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Allow several services
The services question takes one answer in the template. Make it multi-select, because most owners want rent collection and maintenance together.
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Ask for the property location
Add an address or city step so owners outside the areas you manage can be referred on quickly.
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Offer a rental analysis
Promise a free rental price analysis on the first step, which gives owners a clear reason to finish the form.
Send every lead where your team works
Frequently asked questions
What should a property management questionnaire ask a new owner?
At the inquiry stage it should ask the property type, the services needed, the size of the portfolio and whether the owner already has a manager. Rents, leases and maintenance history come later.
Can I route large portfolios to a senior manager?
Yes. Use the property count answer to notify a different person or add a tag in your CRM for owners with more than ten properties.
Which property management tools does it work with?
Growform sends inquiries to LeadSimple, HubSpot, Zoho CRM, Google Sheets and many other tools, and to your inbox by default.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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