Commercial Property Management Reference Check Form

Professional Commercial Property Management Reference Check

Finding the right property management company for your commercial real estate portfolio is critical to maintaining property value, tenant satisfaction, and steady cash flow. This Commercial Property Management Reference Check Form streamlines the verification process by gathering detailed feedback from previous clients about a management company's performance across key operational areas.

Why Commercial Property Management References Matter

Unlike residential property management, commercial real estate requires specialized expertise in lease negotiations, CAM reconciliations, tenant mix strategy, and handling complex maintenance systems. A thorough reference check helps you:

• Verify maintenance response times and track record with HVAC, electrical, and structural issues
• Assess tenant relations skills including communication, conflict resolution, and retention rates
• Evaluate financial management capabilities including budget accuracy, reporting quality, and expense control
• Measure communication quality with property owners, tenants, and vendors

Built for Real Estate Professionals

This template is designed for commercial property owners, real estate investors, REITs, and commercial landlords who need to conduct due diligence before signing a management contract. Whether you're hiring for office buildings, retail centers, industrial warehouses, or mixed-use developments, this form captures the insights that matter most.

The form includes conditional logic to gather detailed examples when issues are flagged, helping you understand not just what happened, but how the management company responded. You'll collect structured data on response times, financial reporting frequency, and communication methods—making it easy to compare multiple references side-by-side.

Streamline Your Vetting Process with Paperform

Built on Paperform's flexible platform, this reference check form can be customized to match your brand and specific evaluation criteria. Send forms directly to references via email, embed them in your website, or share via link. All responses are automatically organized in one place, with timestamps and submission tracking.

Need to automate follow-up? Connect this form to Stepper to trigger workflows based on reference feedback—automatically flag concerning responses, notify your team when all references are complete, or update your property management CRM with verification status.

For property management companies being referenced, you can even use Papersign to collect authorization signatures from clients before their contact information is shared, ensuring compliance with privacy expectations.

Whether you're managing a single commercial property or a diverse portfolio, this form template gives you the professional reference checking process you need to protect your investment and select the right management partner.