Header Data
Property address, unit number, lease reference, and effective date to anchor the record to a specific tenancy.
A consistent form reduces disputes, documents condition objectively, and supports legal and accounting records. Clear entries help enforce lease obligations, streamline repairs, and preserve evidence if deposit or damage claims proceed to mediation or court.
This form is completed by parties with a direct interest in property condition and access: landlords, property managers, tenants, and authorized maintenance personnel.
Signatures from the involved parties preserve attribution and timing; third-party witnesses or notarization may be required in some jurisdictions or for specific legal purposes.
Decide ahead of signing whether you'll accept electronic signatures, require notarization, or use remote online notarization (RON).
If you use an eSignature provider, confirm compliance with ESIGN and UETA, verify HIPAA requirements when health information is included, and choose a plan that meets your volume and authentication needs.
| Field | Configuration |
|---|---|
| Signer Order | Sequential |
| Authentication | Email + SMS |
| Attachments | Photo uploads allowed |
| Audit Trail | Enabled |
Tim Martin digitized move-in checklists for every tenant
Optica used digital forms to document unit condition during remote inspections
Property address, unit number, lease reference, and effective date to anchor the record to a specific tenancy.
Structured sections for each room listing fixtures, appliances, and condition notes to make comparisons clear at move-out.
Dedicated entries for observed damage, estimated severity, and associated photos or repair estimates.
Record keys issued, access codes, and permissions for contractors or property staff.
Statements where parties confirm accuracy, consent to access, and receipt of condition disclosures.
Signed and dated blocks plus an electronic audit trail or notarization details for attribution.