Can the schedule be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA in nearly all U.S. jurisdictions, provided the signing demonstrates intent, consent, attribution, and retention. Check exceptions such as certain court filings or testamentary instruments.

Is notarization required to make it valid?

Notarization is not universally required for a schedule, but many states require notarized deeds or acknowledgements for real estate instruments. If the schedule functions as or attaches to a deed-like instrument, obtain notarization per local practice.

What if a field is completed incorrectly after signing?

Correct material errors using an amendment or addendum signed by all original parties. Avoid handwritten corrections on executed originals unless a mutually signed amendment clarifies the change.

Which state law governs disputes over the schedule?

Specify a governing law clause in the master agreement or schedule. If unspecified, courts apply choice-of-law rules; many agreements select the state where the property is located or where the owner is organized.

What supporting documents should I attach?

Attach leases, tenant rosters, maps, inspection reports, and insurance certificates to substantiate entries. Well-labeled exhibits reduce later administrative questions and audit friction.

How long before I can dispose of records?

Follow the longest applicable retention period (tax, HIPAA, state law). For most property schedules, retain executed records at least three years after filing or longer if tax or state rules require it.

Electronic Signature
Templates
Miscellaneous
Property Management Property Schedule

Property Management Property Schedule

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROPERTY MANAGEMENT PROPERTY SCHEDULE

This Property Management Property Schedule (“Schedule”) is entered into by and between Manager Name: and Owner Name: . Effective Date:

RECITALS

WHEREAS, Owner is the legal owner of the real property and interests described in the Property Schedule below and desires to engage Manager to provide property management services for those properties; and

WHEREAS, Manager represents that it has the experience, staff and resources to manage, lease, maintain and operate the properties identified in this Schedule in accordance with the terms of this Schedule and any controlling property management agreement between the parties; and

WHEREAS, the parties intend that this Schedule identify each property subject to management and set forth specific management, financial and operational details unique to each property.

SCOPE OF WORK

Manager shall perform property management services for the properties listed in the Property Schedule below. Services shall include, without limitation: marketing and leasing; tenant screening and lease execution; rent collection and accounting; routine and emergency maintenance coordination; periodic inspections; enforcement of lease terms; coordination of evictions and legal proceedings when necessary; and preparation of periodic reports to Owner, all in accordance with applicable law and any controlling property management agreement.

Additional or project-specific scope (describe any deviations or special duties):

PROPERTY SCHEDULE

Complete one property entry for each property subject to management. Add supplemental pages if necessary; each entry below must be completed for each property.

Property 1

Property Address

Unit/Identifier:

Property Type:

Sq. Ft.:

Bedrooms:

Bathrooms:

Current Rent:

Lease Status Tenant on Record Keys & Access

Utilities included Gas Water Electric Other

Special instructions or property notes

Property 2

Property Address

Unit/Identifier:

Property Type:

Sq. Ft.:

Bedrooms:

Bathrooms:

Current Rent:

Lease Status Tenant on Record Keys & Access

Utilities included Gas Water Electric Other

Special instructions or property notes

Property 3

Property Address

Unit/Identifier:

Property Type:

Sq. Ft.:

Bedrooms:

Bathrooms:

Current Rent:

Lease Status Tenant on Record Keys & Access

Utilities included Gas Water Electric Other

Special instructions or property notes

PAYMENT TERMS

Owner agrees to pay Manager fees for services provided with respect to the properties in this Schedule as set forth below. All fees are exclusive of applicable taxes and reimbursable expenses unless otherwise stated.

Management fee (percentage of gross monthly rent) Minimum monthly fee (if applicable) Leasing fee (one-time upon lease execution) Billing and disbursement Late fee on overdue amounts

TERM AND TERMINATION

This Schedule commences on the Term Start Date set forth below and continues until the Term End Date, unless earlier terminated in accordance with the notice provisions below or as otherwise permitted by law.

Term Start Date:

Term End Date:

Notice Period:

Either party may terminate this Schedule for convenience by providing the required written notice to the other party. Termination for cause shall be effective as provided in the controlling property management agreement or by operation of law where material breach is not cured within the cure period specified in that agreement.

CONFIDENTIALITY

Manager shall maintain as confidential all non-public information obtained from Owner in connection with the performance of its duties under this Schedule, including tenant financial data, Owner banking information and proprietary operational procedures. Confidential information shall not include information that (a) is in the public domain other than by breach of this Schedule, (b) is lawfully received from a third party not subject to confidentiality obligations, or (c) is independently developed by Manager without use of Owner’s confidential information. Manager may disclose confidential information to its employees, contractors and legal or accounting advisors who have a need to know, provided such parties are bound by confidentiality obligations at least as protective as those herein.

GOVERNING LAW

This Schedule shall be governed by and construed in accordance with the laws of the State of , without regard to principles of conflicts of law.

ENTIRE AGREEMENT

This Schedule, together with any controlling property management agreement between the parties, constitutes the entire agreement with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings and communications, whether written or oral. Any amendment to this Schedule must be in writing and signed by both parties.

ADDITIONAL PROVISIONS

Owner authorizes Manager to obtain services and supplies on Owner’s behalf up to any spending limit set by Owner in writing. Manager shall not be liable for acts or omissions of third-party contractors engaged in good faith, except to the extent resulting from Manager’s gross negligence or willful misconduct. Manager shall maintain commercially reasonable insurance as required by the controlling property management agreement.

Owner-imposed spending limit for routine repairs and maintenance (optional)

Owner Printed Name:

By:

Date:

Manager Printed Name:

By:

Date:

What the Property Management Property Schedule Is

A Property Management Property Schedule is an attachment to a management agreement that lists specific assets, units, or property elements covered by the contract. It records addresses, parcel or unit identifiers, occupancy details, assigned responsibilities, and any special terms such as rent splits, maintenance obligations, or insurance requirements. The schedule provides a clear, itemized reference that both manager and owner use to administer property operations, avoid disputes, and document which properties or spaces fall under the manager’s authority and fee structure under the master agreement.

Why a Clear Property Schedule Matters

A precise schedule reduces ambiguity about covered assets, supports accurate billing and reporting, and creates a single source of truth for maintenance and liability allocation. It streamlines onboarding, audits, and tenant communications while reducing disputes over scope and fees.

Who typically completes and relies on this schedule

Accurate completion ensures consistent operations across maintenance, leasing, and financial reporting and helps third parties understand which properties the manager may act upon.

Property managers preparing inventories, rent rolls, and assignment details for each managed asset.
Owners and asset managers using the schedule to verify coverage, fees, and performance metrics.
Accounting or leasing teams referencing the schedule for invoicing, tax reporting, and tenant records.

Core sections to include in a professional schedule

A comprehensive schedule groups property identifiers, responsibilities, financial terms, and supporting data so managers and owners can act without ambiguity.

Property ID

Street address, unit or parcel number, and any internal asset ID used for accounting and management systems; include county where relevant.

Ownership

Owner name and contact details, legal entity type, and tax identification when required for payments or reporting purposes.

Scope

Specify included common areas, exclusive spaces, and excluded assets; list maintenance responsibilities and who pays for capital versus routine repairs.

Financials

Rent roll or revenue schedule, management fees, reimbursement methods, and how late charges or tenant deposits are handled.

Insurance

Required coverages, policy minimums, additional insured requirements, and which party is responsible for certificates of insurance.

Attachments

Maps, floor plans, tenant lists, and condition reports that support each listed property and clarify physical boundaries or exclusions.

Step-by-step: completing and executing the schedule

Follow these sequential steps to assemble, verify, and finalize the Property Management Property Schedule for inclusion with the management agreement.

01

Assemble Records: Collect deeds, tax records, and floor plans for each asset.
02

Draft Schedule: Populate fields using exact legal names and APNs where applicable.
03

Review with Owner: Owner and manager confirm scope, fees, and insurance requirements.
04

Execute and Store: Sign, date, and retain final schedule with the master agreement.

How to configure an online completion workflow

When moving this schedule online, set up fields and signer order to match internal review and approval steps.

Field	Configuration
Required Fields	Mark owner name, address, and effective date as required.
Signer Order	Set manager first, owner second, then accounting or legal as optional signer.
Authentication	Use email plus SMS or KBA for higher-risk signings.
Notifications	Enable reminders and completion receipts for all parties.

Typical routing and submission flow

A clear routing model ensures the schedule is validated, approved, and filed by the right teams.

Upload: Sender uploads schedule and supporting exhibits.
Place Fields: Add required and optional fields for signatures and dates.
Send to Signers: Route in order or via parallel links as required.
Archive: Store executed copies with agreement and notify stakeholders.

Distribution channels and technical considerations

Select integrations that preserve audit trails and automatically sync executed schedules to accounting and asset-management systems.

Cloud Storage: Google Drive, Box, or internal S3 buckets supported.
CRM / ERP: Integrates with Salesforce, NetSuite, and Microsoft 365.
File Types: Accepts PDF, DOCX, and printable HTML formats.

Representative eSignature vendor comparison for signing schedules

Below is a concise comparison of typical vendor starting prices and capability signals relevant to executing property schedules electronically.

	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 by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	Yes
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Essential data elements to capture

Property Address: Street, city, state, ZIP

Parcel Number: Assessor parcel or unit ID

Owner Name: Full legal entity or individual

Units / Spaces: Quantity and identifiers

Condition Notes: Existing damage or exclusions

Supporting Files: Maps, leases, or inspections

Consequences of inaccuracies or missing elements

Incorrect Owner: Payment and tax reporting errors

Missing Notary: Execution may be unenforceable

Late Filing: Potential regulatory penalties

Wrong APN: Title and tax mismatches

Invalid Signatures: Contract challenged or voided

Data Exposure: Privacy and compliance risk

Common preparation pitfalls to avoid

Using informal or abbreviated owner names that do not match tax or deed records causes delays and payment rejections.
Failing to attach maps or tenant lists leads to disputes about which units are covered under management terms.
Overlooking insurance or indemnity clauses in the schedule can shift unexpected liability to a party.
Not verifying parcel numbers with county records results in incorrect tax reporting and potential lien problems.

Real-world examples of schedule use

These case summaries show how managers and owners use a formal schedule to resolve operational and legal needs.

Martin Properties

The firm digitized its schedules to consolidate 150 units across three counties.

Implementation reduced sign-and-return cycle time by weeks.
The standardized schedule eliminated recurring disputes over responsibility for capital repairs and improved accounting reconciliation across multiple properties.

Optica Ventures LLC

A portfolio manager attached unit-level condition reports to each schedule.

That practice reduced maintenance billing disputes.
Clear attachments and exact parcel identifiers made vendor invoicing precise and shortened audit responses during quarterly reviews.

Frequently asked questions and practical answers

Answers to common execution and compliance questions about Property Management Property Schedules.

Need help? Contact support

Can the schedule be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA in nearly all U.S. jurisdictions, provided the signing demonstrates intent, consent, attribution, and retention. Check exceptions such as certain court filings or testamentary instruments.
Is notarization required to make it valid?
Notarization is not universally required for a schedule, but many states require notarized deeds or acknowledgements for real estate instruments. If the schedule functions as or attaches to a deed-like instrument, obtain notarization per local practice.
What if a field is completed incorrectly after signing?
Correct material errors using an amendment or addendum signed by all original parties. Avoid handwritten corrections on executed originals unless a mutually signed amendment clarifies the change.
Which state law governs disputes over the schedule?
Specify a governing law clause in the master agreement or schedule. If unspecified, courts apply choice-of-law rules; many agreements select the state where the property is located or where the owner is organized.
What supporting documents should I attach?
Attach leases, tenant rosters, maps, inspection reports, and insurance certificates to substantiate entries. Well-labeled exhibits reduce later administrative questions and audit friction.
How long before I can dispose of records?
Follow the longest applicable retention period (tax, HIPAA, state law). For most property schedules, retain executed records at least three years after filing or longer if tax or state rules require it.

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