Lead and Contact
Full contact details, role, and permission to access the site for follow-up.
A consistent inspection form reduces information gaps, speeds lead qualification, and creates an auditable trail for later decisions. It helps align agents, underwriters, and contractors around the same facts while reducing repeat site visits and miscommunication.
Use consistent completion standards to ensure data is usable across leasing, underwriting, legal, and construction workflows.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; choose stronger auth for sensitive records |
| Photo Capture | Allow in-form photo uploads, limit file size for mobile |
| Conditional Fields | Show repair estimate fields only when issues are flagged |
| Destination | Auto-save to CRM, document repository, or underwriting folder |
Verify platform compliance with ESIGN and UETA, ensure records are exportable, and confirm access controls for sensitive property data.
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Full contact details, role, and permission to access the site for follow-up.
Address, zoning category, building area, and parcel identifiers for records and title checks.
Visible defects, safety hazards, and immediate environmental concerns documented with photos.
Preliminary cost estimates or requested contractor quotes attached as exhibits.
Inspector and lead signatures with dates, and eSignature audit trail metadata.
Recommended next steps, priority, and assigned responsible party for remediation.
A regional broker used the form to consolidate onsite findings and approvals quickly
An asset manager standardized intake to compare dozens of leads per week