The owner master record every property file needs — identity, contacts, ownership facts, access and utilities, preferences and consent — once, then maintained.
Quick answer
Use it once per owner at set-up, then keep it current: identity, contacts, ownership facts, access and utility details, preferences and consent live in one master record so staff stop re-asking the same questions. It holds personal data — store it under your retention rules and collect only what a property file genuinely needs.
Disclaimer: collects owner data for management use with consent; handle it under your privacy policy and applicable data law.
Blocks follow the property-owner master data set used by management firms.
Property operations run on knowing who to call: the owner of record, the point of contact for leaks at 2am, the person who signed off on the tree removal. This registration builds that master record — identity and legal name, contacts and preferred channels, ownership and title basics, utility accounts, access rules, communication preferences and emergency contacts — with an update routine so the file never quietly rots.
Sample form preview (fillable once the app is published).
Everything you need to run this template.
Name of record and entity type.
Channels, hours and who is primary.
Title references and purchase-era notes.
Entry rules plus accounts in whose name.
From copy to deliverable in four steps.
At onboarding or data refresh.
Eight blocks, saved consent.
Title lines cross-checked.
Dated refresh keeps it live.
Pick your role — see how it fits your workflow.
One truth per owner.
Rollers that match reality.
Control who we call and how.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
