A call from an owner starts with where is the building, how many units, and who looks after it now. Ten minutes later you still lack half the picture. I would rather have those facts before I pick up the phone.
How it works
- The owner gives contact details and the property address.
- They describe the property: its kind, the number of units, who lives there and the current rent.
- They say who manages it today and what help they want.
- They share their goal and a start date, then send.
What an owner's AI would ask
"What kind of property is it?" Then "How many units are there?" Then "Which services do you want help with?" It lists every answer and sends only after a yes. Read about agent-fillable forms.
Good to know
Use the form as a first filter. Sort by unit count and services to see what fits your company, and send a short no to the rest. The owner's goal is worth reading before anything else. Keep sensitive documents out. Ask for them in your own onboarding.
Find more in forms for landlords and property managers. Once you take on a property, a rental application form screens new tenants, and a tenant complaint form keeps a record of issues.
Questions
Can this work as a lead form for my company?
Yes. Each response is one owner lead with the property facts attached. Download the CSV, or use a signed webhook to push each lead into your own system.
How do I filter out properties I cannot manage?
Add a field for the area or postcode, then filter the CSV by it. Properties outside your service area can get a short no without a call.
Why leave out bank details and deeds?
An inquiry only needs property facts. Bank details and deeds belong in your signed onboarding, not in a public form link that anyone can open.