Facility Identification
Standardized name, DBA, full street address, legal parcel or APN, and facility ID used in corporate records and insurance schedules.
A standardized Storage Facility Survey Form reduces errors, speeds underwriting and supports insurance claims by ensuring consistent, auditable data collection. It helps compare properties objectively and documents compliance with safety and zoning requirements.
Stakeholders collect and review survey data at different stages — complete the form with the intended audience and use case in mind.
Accurate completion by the appropriate signer reduces follow-up requests and supports faster decision-making across operations, insurance, and sales.
Standardized name, DBA, full street address, legal parcel or APN, and facility ID used in corporate records and insurance schedules.
Counts by unit size and type (drive-up, climate-controlled, RV/boat spaces), occupancy percentage, and recent turnover metrics used for revenue and valuation models.
Gate type, access control, surveillance camera count and coverage, lighting, fencing, and on-site staffing details relevant to loss prevention.
Fire detection and suppression equipment, extinguisher locations, smoke alarms, and any recent inspection or code violations affecting insurability.
Summary of tenant risk indicators, storage of prohibited items, insurance requirements, and any active disputes or unpaid charges.
Photographs, unit counts logs, permit copies, recent inspection reports, and a signed certification from the inspecting party.
| Field | Configuration | Required | Validation rules and attachments |
|---|---|
| Signature | Require signer name, date, and authentication method |
| Photo Upload | Accept JPG/PNG, require minimum 3 images per inspection |
| Conditional Fields | Show roof/structural questions if damage is noted |
| Notifications | Email manager and underwriter on final submission |
Choose a platform that supports PDF/Word import, audit trails, and common integrations for records storage and workflow automation.
Confirm the platform can archive signed forms with tamper-evident PDFs, export metadata, and connect to your records repository for retention policies.
| 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 | 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 |
Submit completed survey within 14 business days of site visit
Owner/manager to respond within 7 calendar days of submission
Underwriting to complete initial review within 10 business days
Request additional information within 5 business days of receipt
Store finalized records within 3 business days of sign-off
On-site data and photo collection completed.
Manager confirms counts and condition notes.
Risk review and coverage decision recorded.
Signed form and attachments stored in repository.