Skip to content
All templates

Property Management & HOAs templates

Property managers, landlords and HOA boards collect the same details again and again: a new owner, a new pet, a repair, a move out, a fence request.

The owner quote form uses lead mode to show which owners to call first, and every agreement and notice is signed online with a PDF to keep.

Which property management form do you need?

Tips for property managers and HOAs

Quote first, agreement second

Use the quote form on your website, then send the management agreement once the owner says yes.

Link forms in your welcome packet

Give tenants the maintenance, pet addendum and notice to vacate links on move in day so every request comes in the same way.

Set fees and limits once

Fill in your management fee, repair approval limit and notice periods, so owners and tenants agree to the same numbers.

Frequently asked questions

Are the agreements legally binding?

They're samples to start from, not legal advice. Notice periods and deposit limits vary by state, and HOAs follow their own governing documents, so edit the bracketed terms to match.

Can tenants and homeowners upload photos?

Yes. Repair requests, pet addendums, architectural requests and complaints all include photo or file uploads.

Can I send responses to my team or software?

Yes. Send every response to Google Sheets, a webhook or LeadConnector, and download a signed PDF for agreements and notices.