Property Intake Form

Property Intake Form

Please fill out as much as you can - Leave blank if not applicable or unknown
Property Address:

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Owner Name:

First Name Last Name
Owner LLC: Leave blank if not applicable
Owner Mailing Address:

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
EIN: / SSN: Individual or entity receiving 1099
Primary phone number:

Area Code Phone Number
Cell Number:

Area Code Phone Number
#2 Phone Number:

Area Code Phone Number
#2 Cell Number:

Area Code Phone Number
Email:
example@example.com
2nd Email:
example@example.com
Please attach W-9

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Can be found at: https://www.irs.gov/pub/irs-pdf/fw9.pdf Cancel of
Financial / Accounting
Checking Routing Number: Routing # Account Number: Account #
Check the bills you wish for us to pay on your behalf:

None Electric Propane Gas HOA Dues Water Sewer Trash Security Mortgage / Loan Taxes Insurance
Homeowner Association / Condo Info

Leave blank if not applicable
Association Name:
Leave blank if not applicable
Association Manager Name:
Leave blank if not applicable
Association Manager Address:
Leave blank if not applicable
Association Manager Phone Number:
Leave blank if not applicable
Association Manager Email:
Leave blank if not applicable
HOA Dues Amount:
Leave blank if not applicable
HOA Dues Frequency:

Monthly Quarterly Annually Biannually
Please attach recent HOA invoice or coupon

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Property Description
Property Type:

Single Family Townhouse Condo Duplex Multi Family
Number of Units
Year Built
Unit Details
Unit #
Rental Amount:
Security Deposit:
Grace Period:
Typically 5 Days
Number of Bedrooms:
Number of Bathrooms:
Pet Policy:

No Pets Dogs OK Cats OK
Pet Weight Limit:
Who pays for Heat?:

Owner Tenant
Heating Fuel Type
Ex. Natural Gas, oil, electric, propane
Who pays for Hot Water?

Owner Tenant
Hot Water Fuel Type
Ex. Natural Gas, oil, electric, propane
Who Pays for Electric?

Owner Tenant
Utility Company
Please attach recent utility bill

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Who pays for Garbage?

Owner Tenant
Trash Company Name
Please attach recent recycling company bill

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Who pays for Water?

Owner Tenant
Is Water Metered?

Yes No
Water Company
Please attach recent water / sewer bill

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Gas Company
Please attach recent gas bill

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Appliances included in rental

Refrigerator Dishwasher Microwave Stove Cook top Wall Oven Trash Compactor Washer Dryer
Mailbox

No Key Required Community Box (Key Required)
Tenant Details
Tenant Name

First Name Last Name
Tenant Phone Number

Area Code Phone Number
Tenant Email
example@example.com
Tenant Birthday

Month Day Year
Date -Leave blank if unknown or not applicable
Tenant Social Security Number
Leave blank if unknown or not applicable
Tenant Driver License # & State
Leave blank if unknown or not applicable
2nd Tenant Name

First Name Last Name
2nd Tenant Phone Number

Area Code Phone Number
2nd Tenant Email
example@example.com
2nd Tenant Birthday

Month Day Year
Date -Leave blank if unknown or not applicable
2nd Tenant Social Security Number
Leave blank if unknown or not applicable
Lease or M2M
Lease Start Date

Month Day Year
Date
Does the tenant have pets?

Yes No
Number or Pets
Pet Breed / Weight
Leave blank if unknown or not applicable
DSS

Yes No
Caseworker info
Leave blank if unknown or not applicable
Vehicle #1
Year, Make, Model, Color, Plate #, State
Vehicle #2
Year, Make, Model, Color, Plate #, State
Please attach current lease

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Utility Authorization sheet

Leave blank if we are not paying the Electric / Gas bill on your behalf.
Utility Company Name
Leave blank if unknown or not applicable
Account Name
Leave blank if unknown or not applicable
Property Address
Leave blank if unknown or not applicable
Account Number
Leave blank if unknown or not applicable
Account Owner Contact Number for confirmation

Area Code Phone Number
Signature

Clear
Electronic 1099 Authorization Letter

This grants us permission to send your year end 1099 via email. Leave blank if hard copies are preferred
Owner Name
Name of Individual or LLC getting the 1099 at the end of the year
Authorization Signature

Clear
Date

Month Day Year
Date
Maintenance Schedule

Regular & Annual Maintenance schedule - Check all that apply
Spring / Summer Maintenance Schedule

Spring Cleanup Lawnmowing Weed wacking Flower bed weeding Pressure wash building / roof Pressure wash driveway / parking lot
Fall Maintenance

Leaf Cleanup Gutter Cleaning Chimney Inspection / Cleaning Boiler / Furnace Cleaning Hot Water Heater Anode Rod Replacement Dryer Vent Cleaning
Winter Maintenance Schedule

Plow Driveway Plow Parking lot Clear Sidewalk Shovel Paths to building
Common hallway area cleanings (monthly)
Leave blank for none
Interior Inspections requested (monthly)
Leave blank for none
Pest Treatment requested (monthly)
Leave blank for none
Notes
Should be Empty:

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Property Intake Form

Financial / Accounting

Homeowner Association / Condo Info

Property Description

Unit Details

Tenant Details

Utility Authorization sheet

Electronic 1099 Authorization Letter

Maintenance Schedule