Roommate Agreement — shared by the community

Who this template is for

Roommate Agreement is built for agents, lettings teams and property managers who need to pre-qualify enquiries and gather documents up front.

• Agents, lettings teams and property managers working in real estate & property.
• Teams who need to pre-qualify enquiries and gather documents up front without writing code or paying for a custom build.
• Anyone replacing viewings booked with people who were never eligible with one structured record per enquiry.
• Respondents are buyers, renters and landlords — the form asks them 35 questions across 3 screens.

Why this form is useful

It removes the cost of viewings booked with people who were never eligible and turns each submission into a record your team can act on immediately.

• 27 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It records a signature you can keep as proof of agreement.
• It pins the request to a specific date.
• It captures a full postal address.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 5 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Roommate Agreement lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 5 conditional rules ship with it.

• Features conditional validation: if “Are all housemates named on the tenancy agreement?” is No, “Who is named, and who is not” becomes mandatory before the form can be sent.
• Features conditional validation: if “Are overnight guests allowed?” is Yes, with limits, “Guest limits you agree” becomes mandatory before the form can be sent.
• Features conditional validation: if “Are pets allowed in the house?” is Yes, “Pet arrangements you agree” becomes mandatory before the form can be sent.
• Features conditional validation: if “Did housemates pay different deposit amounts?” is Yes, “Deposit paid by each person” becomes mandatory before the form can be sent.
• Features conditional validation: if “Have you bought anything jointly?” is Yes, “What happens to jointly bought items” becomes mandatory before the form can be sent.
• All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.