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Property Information Questionnaire

The Property Information Questionnaire is a simple form for recording everything about a property in one place, so managers, tenants and contractors always have the details they need.

Free to download. Add your own details and branding, then check it against the way your property or business actually works.

Who it is for

Landlords and letting agents who want a single, reliable record of a property key information.

What is inside

  • Property details such as type, bedrooms, parking and council tax band
  • Utilities and services, with supplier and meter details
  • Compliance and safety dates, including gas, electrical and EPC
  • Keys and access notes
  • Furnishings and contents
  • Insurance details and key contacts
  • A free text notes section

When to use it

  • Onboarding a new property to management
  • Handing over to a new agent or contractor
  • Keeping your property records straight in one document

Frequently asked questions

Why keep a property questionnaire?

It saves time whenever someone needs a detail about the property, from a meter location to the boiler service date, and makes handovers far smoother.

Can I add my own fields?

Yes. It is a fully editable Word file, so add or remove fields to suit the property.

Download the Property Information Questionnaire

Enter your details once and every template in the library unlocks.

Please note: these free templates are practical starting points. Adapt them to your property, booking channel and situation, and take advice where legal or financial decisions are involved. UpgradedPM and The Upgrade Authority Ltd accept no liability for how they are used.

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Unlock every template

Enter your details once and every download on this page unlocks. We will send occasional property insights and never spam you.

These free templates are practical starting points. Adapt them to your property, booking channel and situation, and take advice where legal or financial decisions are involved. UpgradedPM and The Upgrade Authority Ltd accept no liability for how they are used.