Parties
Full legal names and entity type for owner(s) and manager; include business registration or EIN where applicable to ensure tax and payment routing are correct.
A precise Property Management Form reduces disputes, clarifies financial flows, and documents delegated authority for third parties such as tenants, contractors, and tax preparers. A complete form supports tax reporting, enforces owner expectations, and evidences chain of custody for payments, repairs, and legal notices.
Typical signers and users include property owners, licensed managers, leasing agents, and in-house accounting staff who implement the agreement terms.
Identifying the right signer up front (owner vs. authorized agent) simplifies authentication and reduces later challenges over signature authority.
Full legal names and entity type for owner(s) and manager; include business registration or EIN where applicable to ensure tax and payment routing are correct.
Detailed list of management tasks (leasing, rent collection, maintenance, vendor engagement, evictions) with explicit inclusions and exclusions to avoid scope creep.
Management fee structure, leasing fees, reimbursements, and timing of payments; specify whether fees are percentage-based, flat, or per-transaction.
Effective date, renewal mechanics, notice periods, and termination for cause or convenience; address post-termination obligations like final accounting.
Limits on repair spend, security deposit handling, and third-party contracting authority; require owner approval for expenditures above set thresholds.
Frequency and format of owner reports, access to accounting records, audit rights, and retention obligations for financial and tenant files.
| Field | Configuration |
|---|---|
| Signing order | Owner first | Manager second |
| Authentication | Email link; SMS or KBA as needed |
| Notifications | Reminders at 3 and 7 days |
| Archive | Auto-save PDF + audit trail |
Pick features that support legal validity, audit logging, and any industry-specific compliance needs such as HIPAA or 21 CFR Part 11.
Verify the platform supports retention, access controls, and required certifications (SOC 2, ISO 27001) if your organization or regulators demand them.
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA / Envelope Cap | Yes; No cap | Yes; 100 envelopes/user/year | Yes; Varies | No; Varies | No; Varies |