Property Questionnaire

PG Management Group, LLC

2217 Matthews Township Pkwy

STE D-244

Matthews, NC 28105

704-566-3610

www.PGManagementGroup.com

****PLEASE NOTE - This form does not save progress and may reqire re-entry if you do not complete in a timely manner. If you exit the form you will lose any data that has been entered. We suggest reading through and gathering all information prior to starting the form.

So we can send a big THANK YOU, how did you hear about us?*

Thank you for allowing us the opportunity to assist you with your property.
The following documents are for your review. All documents will need to be
filled out and signed prior to our office being able to proceed forward. In
addition, we will need you to provide us the following:

1. Completed direct deposit information and a copy of a canceled check.

2. Copy of your trust, or an Abstract of Trust naming you as the authority to sign on behalf of the trust. (if applicable).

3. Copy of your current liability insurance policy (minimum of $1,000,000)
naming PG Management Group, LLC as additionally insured so we are mailed renewals easily for updating.

4. HOA Rules and Regulations (if applicable). Please alert your HOA we are to be listed as the Property Manager, and include us in communication for the property/community so we can address things quickly as needed.

5. Access to your property. We will require 4 sets of keys to your property
along with one parking pass and/or garage door opener per parking space (if applicable). If you are unable to provide us with the required number of keys and/or openers we will be happy to obtain them on your behalf.

6. Onboarding fee. This is an administrative fee to cover the time and cost of setting up a new account/property which includes but is not limited to contacting all utilities, HOA’s, walk through evaluation, repair recommendation list, handling those repairs, keys, photographs, bank account set up and any other needs specific to your property, as well as working with your current property manager to collect all the keys, security deposit(s), rent roll(s) and more for your currently occupied property.

VACANT PROPERTY $100
OCCUPIED PROPERTY $250

Please check the box below to acknowledge that you have read, and will supply the applicable items listed above.*

I have read the list above and will provide any applicable documents in a timely manner.

Name*

First NameLast Name

Email*

example@example.com

Rental Property Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

If your property is located in the city of Charlotte, NC?*

YesNoN/A

We advise owners to register their properties so the City of Charlotte can identify and contact owners of property where crime and/or disorder has occurred and provide owners with timely information related to what is occurring on their properties so that necessary actions can be taken to address the causes of the crime and disorder.

Is there a cost for registration?
Registration is free

What owner information must I provide?
Name, business and personal contact information (no public or private post office boxes) and an email address. Required information is designated in the online form.

What if I have multiple properties or the property has more than one owner? Who do I list as the primary contact?
The following cases below outlines the appropriate owner information required.
 Multiple owners: the person who has the legal authority to act on behalf of the other owners
 Corporation: a registered agent and/or officer who has the authority to act on behalf of the corporation
 Partnership: the managing partner and one alternative who have the legal authority to act on behalf of the partnership
 Unincorporated association or other entity: a person who has the legal authority to act on behalf of the association or entity

What should I do if I sell a property that is registered with the City?
Owners, whose rental property is registered with the City, shall provide CMPD the buyer’s information (name, business or personal address and email address) within 30 days from the date of change of ownership.

How will the City determine excessive disorder activity?
CMPD will monitor both the amount as well as the types of disorder activity that occur at each residentisl rental property each calendar year quarter. If the amount meets or exceeds the established threshold for the catergory of property the property will be deemed in need of remedial action, the
owner will be required to meet and work with CMPD to develop a plan of action to address the underlying issues associated with the crime and disorder.

This is not required, however STONGLY ADVISED.

Please complete the Rental Property Registration: Charlotte Rental Property Registration

Type of Unit*

Single FamilyCondo/TownhomeMulti-Unit

Number of Units*

Was the property built prior to 1978? If so, PGMG will send you a Lead Based Paint Addendum for you to fill out electronically.*

YesNo

Do you have any knowledge of lead-based paint on the premises?*

YesNo

Do you have an existing builder's warranty or after-market home warranty?*

YesNo

Please submit the full builder warranty information here.

Name and full contact information

Do you have any of the following items that prove actual knowledge of the home being in a special flood hazard area or an area of potential flooding?*

Received written notice from any public agency stating that the property is located in a special flood hazard area or an area of potential flooding.The property is located in an area in which the owner’s mortgage holder requires the owner to carry flood insurance.The owner currently carries flood insurance.None of the above

HOME WARRANTY
Home Warranties: In the event you have a home warranty contract PG Management Group will make every attempt to work with your warranty company. We often times have issues with these warranty companies and the amount of time in which it takes for them to resolve an issue, especially during plumbing emergencies. PG Management Group will contract with an outside vendor if our company deems it necessary due to your warranty company’s lack of response. In the event we proceed forward in this manner you will be contacted by our office. Our company charges an additional $25 service charge for all home warranty maintenance requests.

Warranty Information*

	Information
Company Name:
Contact Number:
Account Number:

Do you have any preferred vendors? Please note we will need to vet your vendors and gain their vendor information and insurance, etc. We are unable to use those vendor until we are able to gain the information we need.

	Type of Vendor	Type of Vendor	Type of Vendor	Type of Vendor	Type of Vendor
Vendor Name
Phone Number
Email Address

Does your property have an HOA or is it located in a planned unit development?*

YesNo

HOA Information. Type N/A if no HOA. Please be sure to alert them we are in management and to add us to communication.*

	Information
HOA Name:
Contact Number:
Email:
Account Number

Please check the following items that are provided BY THE HOA*

Community Pool/Spa*

YesNo

Community Gym*

YesNo

Please list any other additional amenities PROVIDED BY THE HOA*

UTILITIES
Utilities are Owner’s responsibility up to the starting date of the lease. Owner agrees to maintain working utility services for electricity, water and gas during all vacancy periods.

Please List all Current Utility Companies (Company Name and Phone Number)*

	Information
Electricity:
Water:
Trash Service
Natural Gas
Cable hooked up
Wifi hooked up

Please check the box next to any utility that will be PROVIDED AT THE OWNER'S EXPENSE:*

Trash Pick-Up Day*

PROPERTY INFORMATION

Four (4) property keys are required

One (1) master set for our office with all available keys
(2-3) for the tenant(s.)

If we do not receive all required keys then there will be a $5.00 per key copy charge. If you select ‘Yes’ for any of these below, we will need the listed item(s.) Otherwise, we have your permission to order new ones or re-key as required at your expense.

Please note that we require one garage door opener per available parking space.

Is there a mail box key?*

YesNo

What is the mail box number?*

Location of mailbox in the community, which stall is it located on, etc.?*

Is there a pool or other common area key/pass?*

YesNo

How many keys/fobs will be provided and what do they gain access to? Be specific. *

Is there a FOB to gain access to the property?*

YesNo

How many FOBs will be provided?*

Is there a garage door opener?*

YesNo

How many garage openers/remotes will be provided?*

Is there a bypass keypad for the garage?*

YesNo

If applicable, please provide garage access code.*

If applicable, please provide directions on how to re-code so we can do so between tenants. Put Unknown if you are not sure. *

If applicable, please provide the designated space number(s)*

Are tenant parking passes required?*

YesNo

How many tenant parking passes will be provided?*

Are visitor parking passes required?*

YesNo

How many visitor parking passes will be provided?*

Is there a gate code?*

YesNo

What is the gate code?*

Does your property have A/C?*

YesNo

Are there any additional keys the tenant needs to be aware of? (lockable cabinets, storage doors, property gates etc)*

YesNo

Describe any additional keys apply to and how many for each will be given.*

Where is the water heater located?*

Where is the water shut off located for the property/unit?*

Please make sure you label the gas shut off to the property.

Where is the gas shut off located for the property/unit?*

Please make sure you label the gas shut off to the property.

Where is the breaker box for the property/unit?*

Is the home equipped with a satellite/dish that will remain on the property?*

YesNo

What provider is the equipment from? What company is the equipment *

Will you allow the installation of a satellite/dish on the property?*

YesNo

Will there be any personal property left on the premises? Personal property is anything not built into the property and can be removed like curtains, step stools, patio furniture, cleaning supplies, etc.*

YesNo

What personal property will be left? This includes curtains, cleaning supplies, etc. *

*Please note if an owner does not wish to remove personal items, if repair or replacement is needed, the repair or replacement of the item will be at the owner’s expense*

Personal Property Disclaimer

Property Address: blanks.

After 9 years of managing rental homes, we still wrestle with the issues of managing, protecting, tracking, retrieving, photographing and documenting the personal property owners leave behind when they move out of their home and turn it into a rental. We have seen owners leave behind televisions, lawnmowers, ladders, washers and dryers, furniture, pool tables, hoses, lawn chairs, Christmas decorations, and lots of other personal (and sometimes valuable) property, thinking they will get it back.

The problem is simple. No matter how hard we try, tenants do not remember what is theirs, and what was left by the owner, when they move out. They have friends helping them move and it all gets put on the truck. Trying to chase them to retrieve the missing items after they have moved is an impossible task no matter what they sign or how honorable their intentions were at move in.

“I will lock my belongings in a separate room in the basement” helps sometimes, but kids still pick locks and owner’s things disappear. Signing an inventory list at move in helps sometimes, but things still “grow legs” and get lost. No matter what we do to track personal property, owners still want to blame Manager for not doing a good job keeping track of their valuable things. Note: If owner chooses to have an owner’s closet of personal things, they promise not to store flammable or toxic material in it.

Here are the rules regarding personal property:

1. Owner’s are strongly encouraged to remove any and all personal property from the home before we start marketing. Anything you leave behind will probably not be there after the tenants vacate.

2. The Owner will give Manager a list of personal property before we lease the property. Manager will, on a best efforts basis, log personal property on a separate ledger and have the tenant sign that they will leave the property behind when they move out.

3. Manager makes no promises, warranties, or projections as to whether or not said personal property will ever be found; whether it will be in good shape; whether the owner will ever see the property again; and whether or not the tenant will leave it when they move out.

4. Owner understands that if the tenant gets evicted, the sheriff will not ask “who does this stuff belong to”. He will just put it all on the street regardless of who claims ownership. We will make efforts to pull the owner’s personal property out of that situation, but often the timing of these circumstances is out of our hands and sheriffs often have the property empty before we can get there.

5. Owner hereby relieves and releases Manager, its Managers, staff, vendors, and employees from any liability, whatsoever, for the loss or destruction of any personal property the owner leaves behind while renting the property through Manager.

6. Defining the difference between junk and valuable personal property. Some people leave things behind that they consider valuable but no one else would. We often find boxes of stuff left in the garage, crawlspace and attics that we are just going to ‘toss out’ and not log on a personal property schedule.

If you value it, take it with you.

Please sign stating that you have read the Personal Property Disclaimer.*

Do you have a pest control company contracted to service your property?*

YesNo

Pest Control Company*

	Information
Company Name:
Contact Number:
Services Provided:
Exterior or Interior:
Frequency of Service:

If you are contracted with a pest control company please provide PG Management Group, LLC, and thereby the tenant, with a copy of the notice regarding chemicals that was provided to you when the contract was initiated so please contact them to get a list of chemicals used in the services that are applicable to your property.

Have you had a Bed Bug Certification/Inspection at your property in between tenants?*

YESNO

Date of Last Bed Bug Certification (certificate will be required)

Date

Bed Bugs can live in the walls for up to a year without feeding. Bed Bugs can be picked up and transferred by many different places. In order to protect you and your property, will you agree to provide a Bed Bug Certification Inspection at your property in between tenants?*

YESNO

Typical leases are 1 year, and renewable from there or rollover to a month to month. Are you open to shorter or longer leases for new tenants?*

PETS
A national study shows approximately 67% of families that rent have pets, and 35% of those families renting do not have pets, however, stated they would if their landlord would let them. Having a Pet Friendly Property and accepting pets increases your chances tremendously in getting your property rented with not only the least vacancy possible but at the highest rent rate possible.

What types of pets will you consider? (Select all that apply)*

DogsCatsOther (bird, reptile, rodent, fish)None

What size of dog are you willing to accept? (Select all that apply)

10-25 lbs25-50 lbs50-100 lbs>100 lbs

Please list any dog breed restrictions associated with your homeowner's insurance policy:

Is there a limit to the number of pets you will allow? PGMG Policy is 2 pets.

*In the event your policy coverage changes and there is any change in breed restrictions it is the owner’s responsibility to inform our company*

Does the property have automatic irrigation?*

YesNo

Will you be providing landscaping services?*

YesNo

Landscaping Provider*

	Information
Landscaper Name
Contact Number
Service Days
Service Time

*To insure your landscaping is being properly cared for, PG Management Group highly recommends you install automatic irrigation and include landscape service with the rental*

Owner is to provide all landscaping services during the time the property is vacant.

Is there a refrigerator on the property?*

YesNo

Is there an ice maker in the freezer?*

YesNo

Is there a garbage disposal in the property?*

YesNo

Is there a washer/dryer on the property?*

YesNo

"PG Management Group suggests to remove a washer and dryer if located in the property."

Is the dryer gas or electric?*

Is the stove a separate cooktop, or range (attached to an oven)?*

Is the oven/stove Gas or electric?*

How many burners are on the stove?*

Is the dryer hookup gas or electric?*

Will you allow the use of a barbecue/smoker on the property?*

YesNo

Are there any restrictions? If so, please list below.*

Have you had the HVAC serviced in the last 12 month?

YesNo

Date of Last Service

Date

Company that serviced the HVAC

What Size are the Air Filters and how many returns?

For ex: 2 returns are 14x20x1 and one return is 12x12

Is there an alarm monitoring system?*

YesNo

Will you be providing alarm monitoring service for the tenants?*

YesNo

Alarm Information*

	Information
Alarm Company Name:
Contact Number:
Account Number:
Alarm Code:
Alarm Account Password:

Are there any special amenities that you would like highlighted on the marketing? (Flooring types and ages, countertops, recent upgrades to appliance or their brands/styles, landscaping features, storage options, solar panels, new windows, etc.)*

Type N/A if not applicable

Property Insurance (Landlord Policy, must include at least $1,000,000 of liability, and have McLain Properties named as additional insured)*

	Information
Insurance Provider:
Contact Number:
Policy Number:

Primary Contact Information*

	Information
Contact Name:
Primary Phone Number:
Secondary Phone Number:
Email Address:
Mailing Address:

Secondary Contact Information*

	Information
Contact Name:
Primary Phone Number:
Secondary Phone Number:
Email Address:
Mailing Address:

Can he/she (secondary contact) make decisions on your behalf?*

YesNo

Would you like further information on naming PG Management Group, LLC as Additional Insured?*

YesNo

Why does my Property Manager need to be added as an additional insured, and what happens ifthere is a claim made? When a Property Manager is hired, they perform a variety of different services on behalf of the Owner. In general, the Property Manager does not have a financial interest in the property; however, they do take on the risk and liability as if they were the homeowner. With that said they are generally named in every lawsuit alongside the owner, in which case the owner’s liability insurance would cover the defense of the property manager as well. Assuming the Property Manager does carry E&O Insurance and General Liability insurance, which we do, this only offers protection from claims that are a result of the services provided by the Property Manager or an incident resulting in the property manager’s negligence. It does not offer any protection against matters concerning the home itself. Some examples of where the Property Manager would not be covered by their insurance policy include someone injuring themselves at the property, burglary, fire, water leaks, etc. These are all instances where the property owner is liability, again provided it is not a result of the property manager’s negligence.

In essence, the Property Manager is at all times vulnerable to claims and lawsuits arising from the property itself. When a property manager manages hundreds of doors it is not practical to open a claim and pay a high deductible every time there becomes a threat or a lawsuit against a property that is managed, which is why many Property Managers require the Landlord to add the Property Manager to their insurance policy as an additional insured, this extends coverage to the Property Manager. When a claim is made your insurance company will provide separate legal defense for the owner of the property and the property manager, this is at no additional cost to you. In the event the property manager is deemed liable during the discovery process the property manager’s insurance then steps in. It is very common for a Property Manager to require a Landlord to add them as an additional insured; so much so that it is standard language written in the North Carolina Association of Realtors Property Management Agreement, and a most property manager’s insurance policies language states the property manager must require such. This is why a property manager will require a homeowner to list them as additional insured, at least the ones with more knowledge and experience, which arguably would be the better ones as they understand risk and liability. This is the number one reason you hire a Property Manager in the first place, isn’t it?

Tips when talking to your insurance agent: Special consideration needs to be taken when discussing this with your insurance company as wording is very important. The insurance industry uses specific terminology and one word can make a big difference. Some insurance companies will offer to add the Property Manager as an additional interest, which is not the same as an additional insured. Additional interest essentially means they will notify the Property Manager of policy renewals, cancellations, or changes in coverage. It does not extend coverage. When talking to their insurance agent, the Landlord needs to specify that they want their Property Manager added as an additional insured. There are some insurance companies that do charge to add a Property Manager as an additional interest for a small fee. However, not every company does this and every insurance company is different. If your insurance company charges for this service, ask them what they charge and then shop around. Even though they may charge for this service, it may still be cheaper than other policies that do not charge to add the Property Manager as an additional insured. Do note that most Property Managers will not offer to pay the difference in price to add them to the policy as most management companies require the Owner to provide this coverage at their expense. This is mainly due to the fact that there are insurance companies which do not charge for this service and ultimately the Homeowner chooses whichinsurance company they go with. If the Homeowner chooses a company that charges for this service, the Property Manager should not be penalized for that decision.

Not all insurance companies allow Landlords to add their Property Manager as an additional insured; however, a lot of time there is standard language already written in the policy that states coverage for anyone managing the property on behalf of the owner. Often times you are working with a general insurance agent that sells all types of coverages, auto, home, and boat etc… they typically sit in a call center and do not necessarily know the ins and outs of the policies they are selling let alone specialize in protecting an owner’s interest in an investment property. The horror stories and lawsuits that take place against landlords is a daily occurrence and are not to be taken lightly, you NEED to be properly protected. The last thing you want is for your personal assets to be effected by someone injuring themselves on one of your rental properties. This is why it is vital you work with your attorney and an insurance agent that specializes in investment property.

Scheer Landlord Protection is currently NOT available due to the global pandemic. Once they start writing policies again, we will be happy to let you know.

By working with our professional management company, you are eligible to get Scheer Landlord Protection Insurance starting at less than $1.00 a day.

Even though we carefully screen to get the best qualified tenants in your property, sometimes bad things happen to your good tenants. This coverage pays you:

Up to $50,000 in Malicious Damage
Up to 12 Weeks of Lost Rents
Up to $7,000 in Eviction Costs

Insurance arranged at Lloyds and available through SureVestor

Would you like to be notified once SureVestor and Sheer Landlord begins writing policies again?*

YESNO

We will send you additional documentation to fill out.

Is the property currently vacant?*

YesNo

Tenant Information*

	Information
Tenant Name:
Contact Number:
Email:
Expected Availability Date:

Are you or your spouse active duty military?*

How would you like to submit the required $500 maintenance reserves?*

Would you like professional photography? $300 additional fee*

YesNo

How would you like to receive your Owner Disbursements?*

ACH (Direct Deposit)Check $3 additional fee/mth

I hereby authorize PG Management Group, LLC to initiate automatic deposits to my account at the financial institution named below. I also authorize PG Management Group, LLC to make withdrawals from this account in the event that a credit entry is made in error.

Further, I agree not to hold PG Management Group, LLC responsible for any delay or loss of funds due to incorrect or incomplete information supplied by me or by my financial institution or due to an error on the part of my financial institution in depositing funds to my account.

This agreement will remain in effect until PG Management Group, LLC receives a written notice of cancellation from me or my financial institution, or until I submit a new direct deposit form to the Accounting Department.

Owner Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of Financial Institution*

Type of Account*

If this is a Trust or Roth IRA, or Estate, additional documents will be required.

Routing Number*

Account Number*

Please upload a copy of a VOIDED Check. *

Browse Files

Please verify that you are human*

Does the Property Have a Mortgage? *

Name of Mortgagor*

Mortgage Company*

Type of Mortgage*

If yes, does the property have one of the following types of mortgages:*

	YES	NO	N/A
FHA
Reverse Mortgages (12 USC 1715z-20)
Loans Guaranteed under section 184 or 184A of the Housing and Community Development Act of 1992 (Loan Guarantees for Native American and Native Hawaiian Housing)
VA Loans
Made, guaranteed or insured by USDA
Purchased or securitized by Fannie Mae or Freddie Mac
Any other mortgage made in whole or in part, or insured, guaranteed, supplemented, or assisted in any way by any officer or agency of the Federal Government or under or in connection with a housing or urban development program administered by the Secretary of Housing and Urban Development, or a housing or related program administered by any other officer or agency.

For any property, regardless of mortgage, does the property participate in the following:*

	YES	NO	N/A
Section 202 Supportive Housing for the Elderly Program
Section 811 Housing for Persons with Disabilities Program
Housing Opportunities for Persons With AIDS (HOPWA) Program
McKinney-Vento Homelessness Assistance Programs
Section 236 properties
Section 221(d)(3) below market and reduced interest rate program (BMIR)
Section 8 Housing Choice Voucher (HCV) Program
Section 8 project-based housing
HOME grantees
Rural housing assistance programs
Low Income Housing Tax Credit (LIHTC) properties

I hereby affirm that the information provided on this form is true and complete, and I assume all responsibility for the accuracy of the information reported herein. Further, I acknowledge that PG Management Group, LLC assumes no responsibility for of the information reported herein.

Signature*

By signing below, I certify that all information is true and correct to the best of my knowledge.*

Please submit the below forms by using the Upload Box below.

If applicable: a copy of your Trust, Abstract of Trust, or Power of Attorney
Copy of your current property insurance and current liability insurance policy (minimum of $1,000,000) naming PG Management Group, LLC as additionally insured.
HOA Rules and Regulations
W-9 (https://www.irs.gov/pub/irs-pdf/fw9.pdf)
Bed Bug Certification
Home Warranty Contract

Upload any of the above applicable documents:

Browse Files

Property and Owner Onboarding Form

Mortgage Information

Additional Housekeeping Documents will be sent to your email address as soon as we get you onboarded and into our system.