Client and Property Onboarding Form Logo
  • Client and Property Onboarding Form

    • Information Section 
    • Please fill out the following form in detail for each property to be managed. Any required fields will be marked with a RED ASTERISK* and must contain data. There will be some requirements for forms to be sent; that process will be done outside this form. Should you have ANY questions please call our office at 815-433-4030. We want to help you with this process and make sure that we are on-boarding both you and the property both efficiently and seamlessly. We truly appreciate this opportunity to manage your investment and your business!

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    • Unit Information 
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    • Interior Characteristics 
    • Appliances 


    • Maintenance Program  
    • Utilities 
    • Exterior Characteristics 
    • HomeOwners Association 
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    • Insurance 
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    • Utilities, Bills, and Services 
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    • Pets 
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    • 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. 

    • 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.

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

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