New Property Set Up

New Property Set Up
Please allow for about 30 minutes to fill out this form. It is ideal to use a computer as you may need to look up information, log into your HOA, etc.

What may seem trivial may be critical for us to manage your property and reduce your costs. If you have any questions while filling this out, call us at 832-701-0766

Thank you,

Real Property Management Heritage
Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Primary Owner Contact
Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Please provide any additional phone numbers, email addresses, or any additional owners' names and their information:
What kind of property do you own*

Single Family Detatched HomeTownhouse (one or more walls may be connected to a neighbor)Condo (Owner holds sole title to the unit, but owns land and common property (elevators, halls, roof, stairs, etc.) jointly with other unit owners, and shares the upkeep expenses on the common-property with them)Other
Vacancy Type*
Estimated Date the property will be vacant*
Mortgage Information

This information is now required for the courts should we ever need to evict a tenant. If you need help figuring out what type of loan you have, please call us and we can assist you. You can generally find it printed on your mortgage statement, closing documents, or in your online banking portal where you set up online mortgage payments.
Do you have a mortgage on the property?*

Yes, I have a mortgage on the propertyNo, I own the property outright
Mortgage Type

FHA, VA, USDA, Fannie Mae, Freddie Mac (Government Sponsored Enterprise)Conventional Loan (no federal/GSE backing)Privately held mortgage (ie: owner financed)
HOA
Do you have a Homeowners Association (HOA) for this property?*

YesNo
TO DO: Please contact the HOA to add our contact information for all community emails and property violations to:

hoa@rpmheritage.com

c/o Real Property Management Heritage
1505 Bonner St
Houston TX 77007

*All letters received will be scanned and emailed to you.
Name of HOA*
HOA Phone Number*
HOA Website / Neighborhood Portal Login and Password*
We will need a copy of the rules and regulations associated with this HOA. Please provide a link to their website or use the upload button below if no link to the pages exists.
REQUIRED: HOA Declarations, House Rules, Parking Rules, etc. This will be attached to the lease so tenants can follow the rules of the community.

If you do not have these conveniently now, please email them to your property manager.
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Landlord Insurance
Attach the Policy Here if you have it or if you don't have it now, email it to us when you obtain it

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What is Landlord Insurance and how is it different from Homeowner's Insurance?

TO DO: Obtain Landlord Insurance with the guidance of your insurance agent and add us as an additionally insured party.

Seven Heritage LLC DBA Real Property Management Heritage
1505 Bonner St
Houston TX 77007

Being added as an additional insured is REQUIRED for our management.
Home Warranty
Is the home be covered by a Home Warranty Plan?*

YesNo
Home Warranty Company Name*
Home Warranty Plan #*
Home Warranty Website, Username, Password*
Home Warranty Plan Contract

If you do not have these conveniently, please email them to your property manager.
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Property Information
Current Front Door Lock Type*

Tumbler (Key)Key Code Lock (Electronic)
Key Code Entry Codes*
Is the home located in a gated community?*

YesNo
Community Gate Code (provide any additional instructions if needed)
Is there a garage door keypad code?*

YesNo
Garage Door Keypad Code (provide any additional instructions if needed)
Is there a security system installed on the property?*

Yes, without monitoringYes, we currently pay for monitoringNo
We need the codes to disarm the alarm or it needs to be permanently removed or disabled. It's no fun waiting outside for the police to show up because we've triggered an alarm system that we can't shut off.

TO DO: If you are currently paying for monitoring, the contract will need to be terminated by the tenant lease start date.
Where can tenants and their guests park?*

StreetDrivewayPrivate Attached GaragePrivate Detached GarageCommunity GarageCommunity Guest ParkingCarport - AssignedCarport - UnassignedParking Lot - AssignedParking Lot - Unassigned
If the parking spot(s) are assigned, please list space numbers here.*
Is a parking permit, hang tag, or electronic parking access key required?*

YesNo
How does the tenant get the parking access material?*

Tenant must contact Homeowner's AssociationOwner will provide to the property manager
Any additional parking information?
Where is the breaker box located?*
Where is the main water shut off valve located?*
Mailbox
TO DO: Set up a mail forward if not done so already: http://usps.com/forward

Any mail delivered to the home will be sent back to the post office and marked "No longer at this address".

If there are keys associated with the mailbox, keys must be provided in a timely manner or we will need to change the lock so the tenant has a key.
Where is the mailbox?

On the property in front of the homeMailbox cluster near the home
Where is the mailbox located? What is the mailbox number?*
Utilities
Tenants will set up and pay for all utility usage.

In certain properties, like gated townhome communities or condos, water and trash are managed by the HOA and included in the HOA payment, making it difficult to put in the tenant's name. In these cases we recommend averaging one year's included utility expenses and charging the tenant a monthly charge. Do not include utilities in the rental price consideration--it is a separate charge.
Natural Gas*

Tenant to set up and pay separatelyN/A - Utility not requiredAlready set up, included in rent priceAlready set up, Bill the tenant monthly $
Electricity*

Tenant to set up and pay separatelyAlready set up, included in rent priceAlready set up, Bill the tenant monthly $
Water and Sewage*

Tenant to set up and pay separatelyAlready set up, included in rent priceAlready set up, Bill the tenant monthly $
Who manages the water and sewage?*

City of HoustonMUD DistrictAlready set up in HOA
MUD district number?
MUD Districts often require landlords/owners/property managers to submit a deposit in the form of a cashier's check in person before renters can start service. We will do this on your behalf.
Who is the trash Provider? In the City of Houston and some MUD Districts, this amount is included with Water and Sewage. In many gated communities, this is included in the HOA fee.*

City of HoustonMUD DistrictAlready set up through HOA, no additional billingSeparately - Please provide company name and phone number:
Front Yard Maintenance*

HOA MaintainsTenant is required to maintain at their own cost (Recommended)RPM Heritage to Set Up - Included in RentN/A - No Front YardOther
Back Yard Maintenance*

HOA MaintainsTenant is required to maintain at their own cost (Recommended)RPM Heritage to Set Up - Included in RentN/A - No Back YardOther
Pest Control (Interior and Exterior)

Tenant can optionally set up if neededTenant is required to pay - $119+tax at move in and every 6 monthsOwner will pay - $119+tax before new tenant move in and every 6 months (Recommended)
During periods of vacancy, I understand that utilities and yard maintenance services will be set up by Real Property Management Heritage and billed to the account:*

I understand
Pets

75% of renters in Houston have a pet and accepting pets will attract a larger number of prospective tenants and reduce vacancy times. We highly recommend allowing pets in the home.
Real Property Management Heritage limits the number of pets to 2 maximum, we require renters insurance, and for tenants to provide their most recent vet records. Additionally, we require an increase in their security deposit for each pet. If damage is beyond the security deposit, the tenant will be responsible for the additional damage.

Our Animal Damage Guarantee covers up to $1,000 in animal damage if an animal we placed damages the home beyond the security deposit that was collected. In order to manage the home with pets, we may charge a monthly pet fee.

If you choose not to allow pets, we understand and we cannot guarantee a 30-day rental.
Pets Allowed*

Any pet, 2 maximum (Recommended)Pets not allowedOther
Required Disclosures

Additional Disclosures required for Texas Residential Leases
Was your house built before 1978?

YesNo
Lead-based Paint Disclosure:

Housing built before 1978 may contain lead-based paint. Lead from paint, paintchips, and dust can pose health hazards if not managed properly. Lead exposure is especially harmful to youngchildren and pregnant women. Before renting pre-1978 housing, lessors (landlords) must disclose the presence ofknown lead-based paint and/or lead-based paint hazards in the dwelling. Lessees (tenants) must also receive a federally approved pamphlet on lead poisoning prevention.
Presence of lead-based paint and/or lead-based paint hazards.*

Landlord has no knowledge of lead-based paint and/or lead-based paint hazards in the Property.Landlord knows of the following lead-based paint and/or lead-based paint hazards in the Property:
Records and reports available to Landlord.*

Landlord has no reports or records pertaining to lead-based paint and/or lead-based paint hazards in the Property.Landlord has provided Tenant with all available records and reports pertaining to lead-based paint and/orlead-based paint hazards in the Property which are listed here:
100 Year Flood Disclosure

"100-year floodplain" means any area of land designated as a flood hazard area with a one percent or greater chance of flooding each year by the Federal Emergency Management Agency under the National Flood Insurance Act of 1968 (42 U.S.C. Section 4001 et seq.). A landlord is not required to disclose on the notice that the landlord is aware that a dwelling is located in a 100-year floodplain if the elevation of the dwelling israised above the 100-year floodplain flood levels in accordance with federal regulations.

"Flooding" means a general or temporary condition of partial or complete inundation of a dwelling caused by:(A) the overflow of inland or tidal waters; (B) the unusual and rapid accumulation of runoff or surface waters from any established water source such as a river, stream, or drainage ditch; or (C) excessive rainfall.
Is the dwelling located in a 100-year floodplain?

NoYes
Are you aware if the dwelling has flooded within the last five years?

NoYes. Please explain:
Preventative Maintenance

"Every dollar spent on preventative maintenance saves $100 in eventual home repairs." - JD Roth, Your Money: The Missing Manual
Select the Annual Preventative Maintenance you would like for us to schedule:

Annual Pest Control and Termite Inspection (at lease renewal or between tenants)Dryer Vent Cleaning ((at lease renewal or between tenants))Annual Tree trimming (October through January)Other Preventative Maintenance
List your preferred vendors. (We require all vendors to hold general liability insurance and all applicable licenses must be current to utilize their services.)
Walk-through Evaluation

We will schedule a walk-through evaluation during the 8th or 9th month of a tenant's lease to give us a snapshot of the condition of the home for both lease compliance and property damage prevention.
How often should we schedule walk-through evaluations?

Keep it at 8th or 9th month of the Lease to evaluate the home for a renewalAdditional Frequencies:
To Do List Reminder
☑️ HOA: Please contact the HOA to add our contact information for all community emails and property violations to:

hoa@rpmheritage.com

Your Name
c/o Real Property Management Heritage
1505 Bonner St
Houston TX 77007

*All letters received will be scanned and emailed to you.

☑️ Landlord Insurance: Obtain Landlord Insurance with the guidance of your insurance agent and add us as an additionally insured party. Then email the policy to us.

Seven Heritage LLC DBA Real Property Management Heritage
1505 Bonner St
Houston TX 77007

☑️ USPS Mail: Set up a mail forward if not done so already: http://usps.com/forward

☑️ Alarm Monitoring: If you are currently paying for monitoring, terminate the contract. The new tenant will not take over the existing contract.
You will receive a copy of this form after you Submit.

If you have any quesitons, please call your property manager or our office at 832-701-0766
Should be Empty:

New Property Set Up

Primary Owner Contact

Mortgage Information

HOA

Landlord Insurance

Home Warranty

Property Information

Mailbox

Utilities

Pets

Required Disclosures

Preventative Maintenance

Walk-through Evaluation

To Do List Reminder