Process ID
Owner Onboarding Questionnaire
Property Address:
*
Preferred Lease Term:
*
Month to Month
6 Months
12 Months - BPM RECOMMENDS
Flexible
Beyond Property Management recommends a One Year Lease.
Year Built:
Property Square Footage:
Rent (BPM recommends To Be Determined.):
*
To Be Determined
Other
Security Deposit:
*
$25 less than rent - BPM recommends
Other
Property Type:
*
Detached House
Condo
Apartment Complex
Mobile Home
Other
Bedrooms
Bathrooms
Property Appliances:
*
Refrigerator in Kitchen
Refrigerator in Garage
Single Oven
Double Oven
Dishwasher
Trash Compactor
Full-size Washing Machine
Full-size Dryer
Stackable Washer/Dryer
Water Softener
Wine Refrigerator
Microwave
Stove
Other
Property Amenities:
Stainless Steel Appliances
Laundry Room
Laundry Room in Garage
Vaulted Ceilings
Open Floor Plan
Dual Pane Windows
Shutters
Granite Countertops
Upgraded Kitchen
Upgraded Fixtures
Fireplace
Enclosed Backyard
Private Patio
Balcony
Deck
Dual Master Suite
Jack & Jill Bedroom
Office
Den
Formal Dining Room
Breakfast Nook
Drought Tolerant Landscaping
Living Room
Bonus Room
Loft
Pool
Spa
RV / Boat Parking
Washer/Dryer Electric Hook-ups only (appliances not included)
Washer/Dryer Gas Hook-ups only (appliances not included)
Central A/C
Other
Community Features:
Pool
Spa
Suana
Club House
Fitness Room
Gated Community
BBQ Area
Dog Run
Tot Lot
Other
Mailbox Location:
*
Mailbox #:
Keys - Front Door # Provided:
*
Keys - Common Area # Provided:
Keys - Mail Box # Provided:
Keys - Parking Pass(es)/ Permit Number # Provided:
Keys - Garage Remote(s) # Provided:
Garage Keypad Code (if applicable):
Keys - Other # Provided:
Please specify.
Gate Code:
Parking (Select All):
*
Private Driveway 1 Car
Private Driveway 2 Car
Private Driveway 3 Car
Private Driveway 4 Car
1 Car Attached Garage
2 Car Attached Garage
3 Car Attached Garage
Assigned Carport 1 Car
Assigned Carport 2 Car
Street
1 Car Detached Garage
2 Car Detached Garage
Assigned Not Covered 1 Space Only
Assigned Not Covered 2 Space Only
Other
Parking Space Numbers and/Or Parking Restrictions (i.e. Guest Pass, No Overnight Parking on Streets, etc):
HOA - Is there an HOA?
*
Yes
No
HOA Name(s) (i.e. Sunset Place HOA):
HOA - Is there an HOA Move-In Cost?
*
Yes
No
HOA Company / Phone Number(s) / Email(s) / Website(s) / Log In Information:
Neighborhood Name (i.e. Pacific Beach, Rolando):
Is there a Home Warranty? List the Company, Phone Number, Policy Number, & Expiration Date:
Has there been a death on the property in the last 3 years?
*
Yes
No
Tenant Pays:
*
SDGE
Water
Sewer
Trash
Cable
Internet
Gardener (BPM Highly Recommends Owner to Pay)
Pool (BPM Highly Recommends Owner to Pay)
Solar (BPM Highly Recommends Resident to Pay for Lease and/or Flat Fee)
Owner Pays (Not a Tenant Cost):
*
SDGE
Water
Sewer
Trash
Cable
Internet
Gardener (BPM Highly Recommends Owner to Pay)
Pool/Spa (BPM Highly Recommends Owner to Pay)
Solar (BPM Highly Recommends Resident to Pay)
Other
Solar Company (i.e Tesla Company)
*
Lease or Own Solar
*
Own
Lease
No Solar
Solar Lease Agreement
Browse Files
Cancel
of
Water Company
*
City of San Diego Water
City of Carlsbad Water District
City of Oceanside Water
City of Encinitas San Dieguito Water District
City of Encinitas Olivenhain Water District
City of Romona Municipal Water District
City of San Marcos Vallecitos Water District
City of Solana Beach Olivenhain Municipal
City of Valley Center Water District
City of Vista Irrigation District
City of Bonsall Rainbow Water District
City of Borrego Springs Water District
City of Escondido Wastewater Division
City of FallBrook Rainbow Municipal Water District
City of La Mesa Helix Water District
City of Chula Vista Sweetwater Authority
City of Spring Valley Otay Water District
City of Poway Water
City of Santee Padredam Municipal Water District
City of Lakeside Water District
City of Valley Center Municipal Water District
HOA Water (Owner Cost)
None Of The Above
Other Water Company Name
*
Is Water Through a Sub-Meter Company?
*
No
Yes
Sub-Meter Company
Please Select
California Submeter
Meternet
Yes Management
Sewer Company
*
City of San Diego Water
City of Carlsbad Water District
City of Oceanside Water
City of Encinitas San Dieguito Water District
City of Encinitas Olivenhain Water District
City of Romona Municipal Water District
City of San Marcos Vallecitos Water District
City of Solana Beach Olivenhain Municipal
City of Valley Center Water District
City of Vista Irrigation District
City of Bonsall Rainbow Water District
City of Borrego Springs Water District
City of Escondido Wastewater Division
City of FallBrook Rainbow Municipal Water District
City of La Mesa Helix Water District
City of Chula Vista Sweetwater Authority
City of Spring Valley Otay Water District
City of Poway Water
City of Santee Padredam Municipal Water District
City of Lakeside Water District
City of Valley Center Municipal Water District
HOA Sewer (Owner Cost)
Included With Taxes
None Of The Above
Other Sewer Company Name
*
Trash Company
*
Waste Management
EDCO
City of San Diego
Borrego Landfill
Allied Waste
Republic Service
Fallbrook Refuse
HOA Trash (Owner Cost)
None of The Above
Other Trash Company
*
Gardening Company (Only Enter If You Want To Continue Using Their Service):
Pool Company (Only Enter If You Want To Continue Using Their Service):
Do you have a Preferred Vendors & Contact Information:
Are you aware of any Lead based paint?
*
Yes
No
Is your property in a Flood Zone?
*
Yes
No and I do not carry flood insurance
No and I do carry flood insurance
Are you aware of any Asbestos? Has the property been tested for Asbestos?
*
Not Aware
Yes, there is
No, I have a Clearance
Mold - Are you aware of any Mold?
*
Not Aware
Yes there is. BPM to get a Mold Clearance.
Past Issue I have a Clearance
Other
Is there a tankless water heater?
No
Yes & Last serviced on? (Enter in Other)
Other
What is the heat source for the property?
Radiant
Central
Wall
Unknown
Other
How many filters does your central heater have?
1
2
3
4
Other
What is the size of your heater filter? (Please enter Length x Width x Thickness)
What is the size of your heater filter (2)? (Please enter Length x Width x Thickness)
What is the size of your heater filter (3)? (Please enter Length x Width x Thickness)
What is the size of your heater filter (4)? (Please enter Length x Width x Thickness)
Current Property Occupancy:
Tenant Occupied (Move-Out Scheduled)
Owner Occupied
Vacant
Tenant Occupied (Tenant is STAYING in Unit)
If Applicable, Current Tenant Contact Information (Name/Phone Number/Email):
Date of Owner/Tenant Move Out:
-
Month
-
Day
Year
Date
Owner #1 Full Name (Main Point of Contact):
*
First Name
Last Name
Owner #1 Email (Main Point of Contact):
*
example@example.com
Owner #1 Phone Number (Main Point of Contact):
*
-
Area Code
Phone Number
Owner #1 Address (Main Point of Contact):
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Owner #2 Full Name:
First Name
Last Name
Owner #2 Email:
example@example.com
Owner #2 Phone Number:
-
Area Code
Phone Number
Owner #2 Address (needs to be different from Owner #1):
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Owner #1 Draw Information:
Checking Account
Savings Account
ACH to your Bank Account
Routing Number
Account Number
How Did You Hear About Beyond Property Management?
Realtor
Current Client
Google
Yelp
Other
If a Realtor or Current Client referred, please be specific as possible so we can thank them. Name and Contact Information:
Please Complete Form W-8ECI:
Anything Else We Should Know About The Property? Warranties? As-is Items? Etc.? Please let us know even if you conveyed verbally or in an email prior to one of our associates.
By signing below, I certify that the above is true to the best of my knowledge.
*
Back
Next
Submit
Thank you.
Our trusted onboarding specialist will reach out to you regarding next steps.
Should be Empty: