Unit ID
Provide the official unit number or code used by the property, including building, floor, and unit identifiers. This should match lease and tax records to avoid cross-referencing errors during audits or closings.
A clear Real Estate Units Form reduces disputes, speeds lease and sale processing, and improves accuracy for tax and compliance reporting. It standardizes unit data across stakeholders and helps title companies, property managers, and local authorities verify property-level details quickly.
The Real Estate Units Form is completed by parties responsible for unit data: property managers, landlords, brokers, and closing agents.
Completed forms reduce title issues, support tax reporting, and provide a single source of truth during tenant onboarding or property transfer.
Provide the official unit number or code used by the property, including building, floor, and unit identifiers. This should match lease and tax records to avoid cross-referencing errors during audits or closings.
Include the deed's legal description, lot and block, or condominium declaration reference. Accurate legal descriptions are required for title searches, municipal assessments, and any deed recording.
Record square footage, room breakdown, and measurement standard. Note whether figures are gross area or net rentable area, as this affects rent prorations and compliance with disclosure laws.
List owner name, contact, and entity type. For corporate owners, include the full legal entity name and tax identification to support closing and tax reporting.
Summarize current lease start and end dates, rent amount, security deposit, and tenant responsibilities. Attach full lease when applicable to preserve clarity.
Attach floor plans, photos, certificates of occupancy, and any HOA or condo association rules that materially affect unit use or marketability.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link, optional SMS OTP, or ID verification. |
| Conditional Logic | Show/hide fields based on occupancy status. |
| Templates | Save unit templates for repeated floor plans. |
| Notifications | Automatic alerts to managers and accounting. |
Choose secure channels and compatible file formats before sharing to maintain integrity and auditability and preserve chain-of-custody records.
Enter as MM/DD/YYYY; effective date begins obligations.
Update monthly to reflect tenancy and rent changes; reconciles accounting.
File deeds for ownership changes per county requirements; timelines vary.
Record dates on the form; affects proration and security deposit handling.
Link unit IDs to tax schedules for year-end reporting and audit support.
Gather deeds, leases, tenant details, and unit photos.
Legal and title teams verify descriptions and identifiers.
Obtain signatures and notarizations, including RON when permitted.
Record as needed and distribute executed copies to stakeholders.
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Martin Properties uses the Real Estate Units Form to digitize lease and closing records across multi-property portfolios.
Optica Ventures adopted unit-level forms to standardize property descriptions and speed transactions across investor-owned assets.