New Owner Onboarding Data Collection
This form is for data collection related to onboarding new properties into the Clay Realty Company fold. If you have received this form link from your property manager please fill it out to the best of your ability to aid in the transition of taking your properties under management. If you have any questions please reach out to your property manager, Langdon, at 919-604-4650. Also- this form might take 10-15 minutes of your time when all is said and done. Please excuse the intrusion on your day, but when making money with a real estate asset INFORMATION IS KING! It'll be worth it.
Personal Information
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Mailing/Notice Address - (No Registered Agent Addresses Please!)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business and Payment Details
Do you hold your property or properties in a legal entity? (ex. LLC)
Yes
No
If yes, what is the name of the entity or entities?
Please upload a void check or bank letter for the bank account where you would like to receive owner draws.
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Do you have more than 1 bank account where you would like to receive rental income? If yes, a member of our team will reach out to collect this information.
Yes
No
Please upload a completed W-9 for either yourself or your legal entity depending on where you hold your property.
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If you don't have one on file - the W-9 form can be found here: https://www.irs.gov/pub/irs-pdf/fw9.pdf
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Would you like to receive owner draws monthly for the balance we have on hand, or would you like to receive owner draws by request?
Monthly - full balance on hand paid to my account
Receive owner draws by request
Would you like Clay Realty to make your mortgage, tax, or insurance payments on your behalf? If so, select Yes and we will reach out for more information.
Yes
No
Properties and Units
Please provide the address of each property being onboarded (ex. 3 Davie Circle, Raleigh, NC 27608) - If you have already signed a Property Management Agreement that included a multiparcel addendum then please disregard this section as we can pull the data on our end.
Please provide the names of the utility providers for your property - make sure to account for all relevant providers including water, natural gas, electric, oil, internet, security, etc)
Do you have any RTO (revert to owner) agreements in place with any utility providers? If yes, we will reach out to you to get the details.
Yes
No
Insurance
Please upload the declaration page(s) of your homeowner insurance policies you have in place for your property.
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Document Collection
If your property currently has tenants in place please upload the existing lease agreements here.
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If your property is affected by an HOA please upload the HOA bylaws here.
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Owner Specific Policies
Are pets allowed in your property?
Is smoking allowed in your property?
Anything else we should know?
Feel free to go off here... anything and everything we should know... does a queen size box spring not fit up the stairs? Is there a particularly crazy neighbor we should watch out for? Is the local tax department out to bankrupt you? Does the HOA think landlords are greedy and property managers are clueless?
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