Property Details
Address, parcel ID, year built, square footage, and occupancy status to uniquely identify the property.
A well-completed Home Assessment Questionnaire reduces ambiguity in underwriting, speeds loan or insurance decisions, and creates a documented baseline for future claims or disputes. It provides objective details that support pricing, required repairs, or follow-up inspections while preserving a reproducible record of the property’s state.
Each stakeholder may require different supporting documents or authentication levels when submitting or relying on the questionnaire.
Address, parcel ID, year built, square footage, and occupancy status to uniquely identify the property.
Names, contact details, and relationship to property (owner, tenant, manager) for follow-up or verification.
Room-level condition entries (roof, foundation, HVAC, plumbing, electrical) with severity ratings and photos.
Smoke alarms, carbon monoxide detectors, fire extinguishers, and recent service dates for critical safety verification.
Dates and descriptions of repairs or renovations, permit status, and contractor contact information if applicable.
Photographs, invoices, permits, and contractor confirmations that substantiate condition and repair claims.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code for signer identity |
| Conditional Fields | Show repair details only if issue selected |
| Notifications | Automatic email to owner and agent on completion |
| File Format | Save final package as PDF/A with audit trail |
Confirm mobile compatibility and audit-trail exports when selecting a platform for eSubmission and long-term storage.
Schedule within 7–14 days of request for timely underwriting
Typical reply requested within 5 business days
Often required 30–90 days after acceptance
Claim or dispute windows vary by insurer or lender
Retain submission and evidence per record retention rules
Requester sends questionnaire and required deadline details.
Inspector documents condition and collects photos.
Completed questionnaire and attachments are submitted to the recipient.
Recipient reviews, approves, and stores the completed record.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A small brokerage used digital questionnaires for remote listings and inspections, reducing turnaround time for offers.
A healthcare provider adapted the form to collect facility safety and access information for patient services.