Client and Property Onboarding Form

Client and Property Onboarding Form

Unit Information

Please Complete for Each Unit

	Unit Number	# Bedrooms	# Bathrooms	Occupied?	If Occupied, # of Occupants
1
2
3
4
5
6
7
8
9
10

More than 10 Units Please Upload a File with Required Information

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Parking*

GarageCarportDrivewayCommunity ParkingOff Street ParkingNone (On Street Parking)
Parking Spot # (if applicable)
Garage Door Opener

YesNo
Garage Key Pad Code (if applicable)
If special parking instructions please explain.
Upload Documents

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(i.e. Leases for current tenants, Contact Information, Move-In Report, Photos) Cancelof

Maintenance Program
Name of Service Provider
(or Home Warranty program)
Policy/Account #
Coverage Includes:

Insurance
Do you have property and liability insurance?*

YesNoI'm in the process of obtaining insurance
Insurance Carrier*
Agent Name*

First NameLast Name
Have you had TCG Property Management added to your insurance policy as "additionally insured"?*

Yes.No.
If 'Yes' to both, please upload the declaration page of the policy.

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NOTE: TCG Property Management must be added to your policy as additionally insured per the terms of your Property Management Agreement. Cancelof

Utilities, Bills, and Services

Are there any bills you would like TCG to pay on your behalf?*

	Yes	No	Notes
Property Taxes
Mortgage
HOA Dues (if applicable)
Other

Please describe any 'Other' bills and accounts as needed.

Pets

Will you allow pets?*

	Yes	No	Property Manager can decide	How many will you allow per household
Dogs
Cats
Other small animals

Renter's Insurance / Section 8 Vouchers
Income source is now a protected class for housing so Section 8 will be considered for all properties. An inspection is required before the property is approved through the Housing Authority and placement will be contingent on the inspection. We are familiar with the process if you have questions.
Does property required tenants to have Renter's Insurance?*

Yes.No.

Electronic Payments
If you would like electronic payments, please fill out account information. If paper checks are preferred this section is not required and will be mailed to your address provided.
Type of Account

CheckingSavings
Name on Account
Address on Account
Routing Number
Account Number

Document Checklist

Please check and upload all applicable documents that you can provide. Missing documents can cause delays in your onboarding process.*

	Attached	NA
Proof of ownership (recorded deed, property tax bill)
EIN / TIN letter
Leases for all current tenants
Current Insurance Declaration (a follow up one should be sent with TCG listed as additional insured within one week of contract start)
Current eviction orders and filings (if applicable)
Section 8 or any other subsidy contracts and statements
HOA declarations, rules and regs, and bylaws (if applicable)
Most recent HOA dues invoice (if applicable)
Other service contracts
Rental License (if applicable)

If you do not have a EIN/TIN, please download a copy of the attached W-9 with tax ID information and attach to this questionnaire. Tax ID number is required before payouts are submitted.
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You do not need to upload files you've already attached in earlier parts to this form. Cancelof
Rent Ready Condition
The following items are some of the areas expected to be cleaned prior to moving in a tenant. If you need assistance, please let us know. Any contracted work will be billed to Owner prior to Tenant moving in.
- All appliances inside and out, behind, and underneath.
- All cabinets and drawers inside and out.
- All light ﬁxtures, all bulbs must be present and working.
- All baseboards, door casings, and trim.
- All window coverings and blinds.
- All ceilings and walls as needed.
- All heating units; vacuumed as necessary.
- Filters cleaned and or replaced.
- Fireplace, woodstove and hearth area.
- All plumbing ﬁxtures (sinks, tubs, showers, toilets, and faucets).
- All shower tiles, tubs, and enclosures including tracks and doors.
- All windows inside including window sills and tracks.
- All interior and exterior doors inside and out including tracks.
- All porches, decks, patios, walkways, and garage swept and cleaned.
- All ﬂoors swept and mopped (waxed if necessary).
- Professional carpet cleaning (no handheld devices)
The following must be completed:
- Lawn and grounds trimmed, mowed, and beds weeded if applicable.
- Any satellite dishes removed from the exterior of the property.
- Batteries must be present and working in smoke and carbon monoxide alarms.
Please Indicate if you would like TCG to help prep the property for Rent Ready Condition

YesNoLet's Discuss

Tenant Information-OCCUPIED WITH NO LEASE
If you do not have leases to upload, please complete this section in full. Thank you!

Tenant Lease and Contact Information

	Unit Number	Tenant Name	Email	Phone	Co-Applicant Name	Email	Phone	Rent	Security Deposit	Lease Start	Lease End
1
2
3
4
5
6
7
8
9
10

More than 10 Units Please Upload a File with Required Information

Browse Files
Excel, Word Cancelof
Signature

Clear
DateTime
Should be Empty: