Usertick
Start free
Owner portal survey template

Find out what property owners need from your portal, right after they download a statement

Three questions for owners who use your portal: how easy it is, how well statements, maintenance updates, messages and documents work, and what is missing. Use it as it is or change any question, and Usertick reads every written answer for you.

Get started freeAll templates

What this owner portal survey tells you

An owner portal feedback survey asks the landlords whose properties you manage how well your portal serves them. This template takes about a minute: an effort score for using the portal, a grid for monthly statements, maintenance updates, messages from their manager and documents, and an open question about what is missing.

It is written for a popup in your owner portal that opens after an owner downloads a statement, using the element click trigger on the download button or a custom event from your code, both from Starter or on 1 survey on Free. The portal needs the Usertick script on your own domain. The same template also runs as a link in your monthly statement email or as an email Usertick sends to your owner list.

Every written answer is read as it arrives and filed under a category from your list, such as communication or rent and fees, with a type and an urgency. Results shows the share of owners who find the portal easy, a heat map of the four features and the requests that come up most, each against the period before.

On your websiteAs a linkIn an emailAs a conversation
Questions
3
Time to answer
About a minute
Written for
A popup in the owner portal after a statement download
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

On your website

Show it as a popup, a side button or inside the page, and choose the pages and the moment it opens: on page load, after a delay, on scroll or as someone is about to leave, on every plan. Event and behavior triggers work on 1 survey on Free and on every survey from Starter.

The 3 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 3 · Customer effort

How easy is the owner portal to use?

Why ask it
Owners log in to check money and repairs, and every extra click can turn into a phone call to your team. An effort scale shows how hard that check is.
What you learn
The average on the 1 to 7 scale and the share who found it easy, with a hard-to-easy bar, against the period before, so a portal update shows its effect.
Make it yours
Keep it first, so the popup opens with a one-tap question right after the download.
Question 2 of 3 · Matrix · Optional

How well does each of these work?

Why ask it
Each row is a reason an owner opens the portal. A low row tells you which feature sends owners back to email or the phone.
What you learn
A heat map per row with row averages. In a popup the grid shows one row at a time, so owners can answer it quickly.
Make it yours
Add rows for what your portal offers, such as tax forms or tenant screening reports, and a Not applicable column, left out of the averages, for features an owner never uses.
Question 3 of 3 · Text · Optional

What's missing from the portal?

Why ask it
Owners know what they still email you for, such as a year-end summary or photos of a repair. Their answers become your portal's list of what to build next.
What you learn
Each answer with its sentiment and theme, filterable by theme, with up to 8 themes and their trends. Usertick marks each one as an idea, a complaint or a question, so feature requests are easy to collect.
Make it yours
Share the top themes each quarter with whoever builds your portal, whether that is your own developers or a software company.

What the answers show

Results turns each question into numbers you can follow week by week.

How easy is the owner portal to use?

The average on its own scale and the share who found it easy, against the period before and by device.

How well does each of these work?

Each row's answers side by side, so the part that needs work stands out.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Owner portal in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Trigger it on the download

    From Starter, or on 1 survey on Free, use the element click trigger on the statement download button, or send a custom event such as Usertick.trigger("statement_downloaded") from your code.

  2. 02

    Show it once per owner

    By default the survey shows until an owner answers it once. Set it to show again after a number of days when you want a fresh answer each quarter.

  3. 03

    Identify each owner

    Pass each owner with Usertick.identify(), so every response carries their name and email. From Starter, the traits you pass also target the survey, for example to owners with more than one property.

  4. 04

    Ask by email when the portal isn't yours

    When your portal runs on a software company's domain, the Usertick script can't run there. Send the survey by Usertick email to your owner list, or put the link in your statement email.

Product feedbackReal estate surveysWebsite surveysSelling a home questions

More product feedback templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
ProductProduct feedbackGive users one place to share what they think of the product, sorted by area so it reaches the right team. Run it as an always-on feedback button inside your app.
ProductFeature requestCollect feature ideas together with the problem behind them and how people cope today. Link it from your help menu, your roadmap or your changelog.
ProductBeta feedbackGet structured feedback from early users on a feature before it launches to everyone. Send it after testers have used the beta for about a week.
ProductWebsite feedback buttonAn always-on button that lets visitors report a problem, suggest an idea or leave a compliment. Keep it on every page as a side tab.

Frequently asked questions

Right after an owner downloads a statement, when they have just used the portal for its main job. To reach owners who only check a balance, use a delay or a pages viewed trigger, which work on every plan.

Only when the portal runs on your own domain and you can add the Usertick script. Otherwise, share the survey's link or send it by Usertick email to your owners.

Yes. The popup works in the portal in a phone's browser, where the grid shows one row at a time. Usertick doesn't run inside phone apps, so an owner app can open the survey's link instead.

Read the written answers from those owners, which often name the missing line or the confusing total. Change the statement layout, then compare the row average with the period before.

The person who runs the portal and the managers who look after owners. On every plan, a workflow can post new answers to Slack or Microsoft Teams, and the inbox lets you assign each response to a teammate with a status and notes.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

Listen better, act faster, and build what truly matters.

Start free, see what your customers mean, and get each answer to the person who can act on it.

Get started freeTalk to sales
  • 150 responses a month on Free
  • Every channel and AI analysis
  • No card needed