Rental Concession Audit Form

Managing rental concessions effectively can make or break your property's occupancy rates and bottom line. This Rental Concession Audit Form gives property managers and leasing teams a systematic way to track marketing specials, measure their performance, and make data-driven decisions about future incentive strategies.

Whether you're running first-month-free promotions, reduced security deposits, or waived amenity fees, understanding which concessions actually drive lease signings—and at what cost—is essential for maximizing NOI while staying competitive in your market.

Built specifically for property management professionals, this template captures everything from basic offer details and redemption rates to sophisticated revenue impact calculations and competitive positioning analysis. You'll be able to assess which concessions deliver the strongest ROI, identify trends across properties or time periods, and justify your marketing spend with concrete data.

The form walks through concession type and terms, target demographics, promotion channels, redemption tracking, financial impact (including opportunity cost and break-even analysis), competitive landscape positioning, and overall effectiveness scoring. Use it for monthly audits, quarterly reviews, or post-campaign analysis to continually refine your concession strategy.

Paperform makes it easy to automate your property management workflows. Once submitted, you can use Stepper to automatically route audit results to your regional managers, update financial dashboards, trigger follow-up reviews for underperforming concessions, or sync data with your property management software—all without writing a single line of code.

With Paperform's calculation fields and conditional logic, you can build sophisticated financial models right into your form, getting instant ROI calculations and impact assessments as you fill it out. Plus, with custom branding and embeds, this audit form can match your property management company's look and feel perfectly.