Collect the right property data before the work begins
Property teams rely on accurate information before they can list, inspect, manage, report on or prepare a property. But that information is often spread across email threads, PDFs, WhatsApp photos, spreadsheets, CRM notes and incomplete forms. InventoryBase gives teams a more structured way to collect information and keep it connected to the property record.
Information arrives in too many formats
Photos, documents, property details and client answers often arrive across email, messages, attachments and calls.
Data is retyped into multiple systems
Teams waste time copying property attributes, landlord details, listing information and report data into CRMs, portals and templates.
Forms are often incomplete
Static PDFs and email questionnaires are easy to miss, skip or return partially completed.
Property listings need accurate attributes
Listings on Rightmove, Zoopla, OnTheMarket and CRM portals need structured property information, descriptions, attributes and photos.
Onboarding takes too long
Landlords, tenants, owners and sellers often need to provide the same information multiple times.
Report data starts too late
Inspections and reports are faster when key property information is collected before the appointment.
Collect property, people, listing and workflow data
Create configurable forms for the information your team needs at each stage of the property lifecycle.
Property details
Address details, property type, size, bedrooms, bathrooms, furnishing status, parking, garden, heating, utilities and access notes.
Property listing information
Listing-ready details such as features, descriptions, amenities, photos, floor information, EPC details, council tax band, tenure, availability, rent, sale price or marketing notes.
Portal and CRM attributes
Structured attributes that can be reused in your CRM or prepared for property portals such as Rightmove, Zoopla or OnTheMarket where supported.
Landlord onboarding
Landlord details, property instructions, keys, access information, documents, certificates, preferred suppliers and compliance-related information.
Tenant onboarding
Tenant details, contact information, move-in notes, household information, document confirmations and acknowledgements.
Seller and owner questionnaires
Seller or owner information, property history, boundaries, alterations, warranties, certificates, utilities, fixtures, fittings and transaction-readiness data.
Property consultation forms
Information captured during appraisals, valuations, market appraisals, client consultations, property visits or pre-instruction meetings.
Inspection preparation
Pre-inspection information, access notes, known issues, special instructions, room details, item lists or photo prompts before an inspection.
Document uploads
EPCs, gas safety certificates, EICRs, warranties, manuals, tenancy documents, leases, licences, key lists or ID documents where appropriate.
Photo collection
Ask clients, landlords, sellers, tenants or owners to upload photos for listing preparation, onboarding, maintenance, self-assessments or property records.
Turn property consultations into structured records
Property consultations, appraisals and onboarding calls often produce valuable information that is easy to lose in notes or CRM comments. InventoryBase can help teams capture consultation details in a structured way so the information can be reused in reports, listings, property records and follow-up workflows.
Pre-instruction forms
Collect key details before a landlord, seller or owner instruction.
Property appraisal forms
Capture property details, condition notes, valuation context, marketing recommendations and next steps.
Landlord onboarding forms
Collect instructions, documents, keys, property preferences, compliance information and management requirements.
Seller onboarding forms
Collect property details, ownership information, material information, fixtures, fittings and transaction-readiness data.
Owner consultation forms
Collect owner objectives, access instructions, property history, improvement notes and required services.
Client handover forms
Collect information needed when a property moves from sales to lettings, between branches, or from an owner to a managing agent.
Collect listing-ready data for portals and CRMs
Before a property can be marketed, teams need accurate structured data, photos and supporting information. Property listing forms help agents collect the right information earlier and prepare data for their CRM, website or property portals.
InventoryBase can help structure and prepare property data so it can be reused across reports, records, CRMs and connected workflows. Where integrations are configured, collected data may be passed into CRM or operational systems to reduce rekeying and help prepare listings.
Talk to Us About Listing FormsInventoryBase helps collect and prepare portal-ready property data. It does not publish directly to Rightmove, Zoopla or OnTheMarket or guarantee portal syndication unless a specific integration is configured and confirmed.
More than a form — a property workflow
Generic forms can collect answers, but property teams need structured records that connect to reports, inspections, property history, photos, documents, actions and client delivery.
Generic forms
InventoryBase Property Information Forms
Useful before, during and after the tenancy or instruction
Before instruction
Collect landlord, seller or owner details before a consultation or appraisal.
At onboarding
Capture property details, documents, access notes, certificates, instructions and key contacts.
Before listing
Collect listing attributes, portal-ready data, photos, descriptions and supporting documents.
Before inspection
Collect pre-inspection details, known issues, access information and property notes.
During tenancy
Collect tenant updates, maintenance information, resident-submitted photos or routine confirmations.
Before check-out
Collect pre-checkout information, tenant comments, cleaning notes or repair concerns.
During sale preparation
Collect seller information, material information and property pack data.
During portfolio management
Standardise information collection across branches, portfolios, managed properties or client accounts.
Use the information where your team needs it
The value of a form is not just the submission. It is what your team can do with the information afterwards.
Feed property records
Keep submitted information connected to the property profile or history.
Feed report templates
Use collected information to support inventories, check-ins, check-outs, midterms, property condition reports or custom reports.
Feed listing workflows
Prepare data for CRM property records, portal attributes or listing preparation where configured.
Feed digital packs
Use seller, owner or property information to support upfront / material information and digital property pack workflows.
Feed maintenance workflows
Turn reported issues, photos or observations into follow-up actions.
Feed client communication
Share structured records, reports or summaries with clients, landlords, tenants or internal teams.
Using forms for sales and material information?
If you are collecting seller information, material information, PIQ, BASPI or TA-style data for property sales, InventoryBase can also support digital property pack and transaction-readiness workflows. That deeper sales and property data workflow is covered on the dedicated Upfront & Material Information page.
Explore Upfront & Material InformationBuilt for property teams that need structured information
Letting agents
Collect landlord onboarding details, property listing data, tenant information, documents and pre-inspection notes.
Property managers
Collect property details, maintenance information, owner instructions, resident updates and operational forms.
Inventory providers
Collect client instructions, property details, access notes, report requirements and pre-inspection information.
Sales and hybrid agents
Collect seller information, property consultation notes, listing attributes, photos and material information.
Housing providers
Collect resident information, property condition updates, documents, self-assessment data and repair evidence.
Student accommodation teams
Collect student room information, arrival condition checks, photos, documents and self-submitted evidence.
Managed service providers
Standardise intake forms, client requests, supplier instructions and report data across multiple workflows.
Examples of forms you can create
Property Information Forms can be configured around your team's existing workflows, questions and data requirements.
Landlord onboarding form
Landlord details, property instructions, management preferences, documents, certificates and access information.
Tenant onboarding form
Tenant details, move-in information, document confirmations, contact preferences and acknowledgements.
Seller questionnaire
Seller details, property history, fixtures, fittings, boundaries, services, alterations and supporting documents.
Property listing form
Portal-ready attributes, listing notes, photos, descriptions, pricing, availability and key features.
Property consultation form
Information from appraisals, valuation visits, client consultations or pre-instruction calls.
Pre-inspection questionnaire
Access notes, room details, known issues, property layout, client instructions and required report type.
Maintenance information form
Issue details, photos, urgency, room location, access notes and contractor instructions.
Document upload checklist
Required documents such as EPCs, gas safety certificates, EICRs, warranties, manuals, IDs, leases or licences.
Student room form
Arrival condition, room photos, comments, student acknowledgements and maintenance observations.
Owner / portfolio update form
Portfolio updates, property changes, occupancy information, repair updates or asset management notes.
Powered by the InventoryBase platform
Report Builder
Use submitted information in structured reports and property records.
Templates & Dictionaries
Standardise questions, wording, options and report structures across your team.
Client Portals
Share forms, reports and records with clients or stakeholders where configured.
Self Assessments
Send guided self-service inspection and reporting workflows to third parties.
Mobile Inspection App
Use collected information alongside in-person mobile inspection workflows.
Live Inspections
Use guided remote video inspections when real-time support is needed.
Integrations
Reuse collected data in connected systems where integrations are configured.
Upfront & Material Information
Use structured property data for digital packs and transaction-readiness workflows.