Rental Property Portfolio Onboarding

Rental Property Onboarding

Please complete the below information.
Monday.com Title
Policy Type
Customer Type
Customer Full Name
Type of Entity*
Name Of Entity*
FEIN of Entity
Are You A Current MM Customer*

YesNo
Customer First Name*
Customer Last Name*
Customer Email Address*
example@example.com
Customer Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Customer Date Of Birth*

MonthDayYear
Date
Desired Effective Date*

MonthDayYear
Date
Customer Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is The Billing Address The Same As The Mailing Address*

YesNo
Customer Billing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How Many Properties Are You Looking To Get Insurance Coverage*

123456+ (Please Fill This Form Out For Each Additional Five Properties)
Property 1 Details
Property 1 - Value (Desired Coverage Limit)
Property 1 - Annual Rent
Property 1 - Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 1 - Square Footage (Not Including The Basement)
Property 1 - What Best Describes The Basement

No BasementBasement - UnfinishedBasement - Partially/Fully Finished
Property 1 - What Percentage Of The Basement Is Finished
Ex: 75%
Property 1 - What is the approximate replacement cost of Property (How much do you want it insured for)?
Property 1 - Year Built
Property 1 - Date Of Purchase

MonthDayYear
Date
Property 1 - Construction Type
Property 1 - Number Of Units
Property 1 - Is There Any Business/Commercial Tenants

YesNo
Property 1 - Square Footage Occupied By Commercial Tenants
Property 1 - Has The Roof Been Replaced Recently

NoYes
Property 1 - What Year Was The Roof Replaced
Property 1 - What Is The Approximate Age Of The Roof
Property 1 - Has There Been Any Electrical/HVAC Updates

NoYes
Property 1 - What Year Were The Electrical/HVAC Updates
Property 1 - Has There Been Any Plumbing Updates

NoYes
Property 1 - What Year Were The Plumbing Updates
Property 1 - Does This Building Have Central Station (Monitored) Fire And Burglar Alarms

YesNo
Property 1 - Is There A Bank Involved*

YesNo
Property 1 - Bank Name*
Property 1 - Bank Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 1 - Loan Number (If Known)
Property 1 - Please Select All That Are TRUE

All leases are 12 months or longerThere is no Seasonal, Senior, or Student HousingAll units have Fire Extinguishers, Smoke Detectors, and CO Detectors that are serviced annually
Property 1 - Please Explain Any Items Above That Could Not Be Answered As True
Property 1 - Current Policy Documents, 5 year Loss History (Not Required, but very helpful in the event of a claim).

Cancelof
Property 1 - Do You Have Recent Photos Of The Property?*

YesNo
Property 1 - Please Upload Recent Photos Here*

Cancelof
Property 2 Details
Property 2 - Value (Desired Coverage Limit)
Property 2 - Annual Rent
Property 2 - Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 2 - What is the approximate replacement cost of Property 2 (How much do you want it insured for)?
Property 2 - Square Footage (Not Including The Basement)
Property 2 - What Best Describes The Basement

No BasementBasement - UnfinishedBasement - Partially/Fully Finished
Property 2 - What Percentage Of The Basement Is Finished
Ex: 75%
Property 2 - Year Built
Property 2 - Date Of Purchase

MonthDayYear
Date
Property 2 - Construction Type
Property 2 - Number Of Units
Property 2 - Is There Any Business/Commercial Tenants

YesNo
Property 2 - Square Footage Occupied By Commercial Tenants
Property 2 - Has The Roof Been Replaced Recently

NoYes
Property 2 - What Year Was The Roof Replaced
Property 2 - What Is The Approximate Age Of The Roof
Property 2 - Has There Been Any Electrical/HVAC Updates

NoYes
Property 2 - What Year Were The Electrical/HVAC Updates
Property 2 - Has There Been Any Plumbing Updates

NoYes
Property 2 - What Year Were The Plumbing Updates
Property 2 - Does This Building Have Central Station (Monitored) Fire And Burglar Alarms

YesNo
Property 2 - Is There A Bank Involved*

YesNo
Property 2 - Bank Name*
Property 2 - Bank Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 2 - Loan Number (If Known)
Property 2 - Please Select All That Are TRUE

All leases are 12 months or longerThere is no Seasonal, Senior, or Student HousingAll units have Fire Extinguishers, Smoke Detectors, and CO Detectors that are serviced annually
Property 2 - Please Explain Any Items Above That Could Not Be Answered As True
Property 2 - Current Policy Documents, 5 year Loss History (Not Required, but very helpful in the event of a claim).

Cancelof
Property 2 - Do You Have Recent Photos Of The Property?*

YesNo
Property 2 - Please Upload Recent Photos Here*

Cancelof
Property 3 Details
Property 3 - Value (Desired Coverage Limit)
Property 3 - Annual Rent
Property 3 - Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 3 - What is the approximate replacement cost of Property 3 (How much do you want it insured for)?
Property 3 - Square Footage (Not Including The Basement)
Property 3 - What Best Describes The Basement

No BasementBasement - UnfinishedBasement - Partially/Fully Finished
Property 3 - What Percentage Of The Basement Is Finished
Ex: 75%
Property 3 - Year Built
Property 3 - Date Of Purchase

MonthDayYear
Date
Property 3 - Construction Type
Property 3 - Number Of Units
Property 3 - Is There Any Business/Commercial Tenants

YesNo
Property 3 - Square Footage Occupied By Commercial Tenants
Property 3 - Has The Roof Been Replaced Recently

NoYes
Property 3 - What Year Was The Roof Replaced
Property 3 - What Is The Approximate Age Of The Roof
Property 3 - Has There Been Any Electrical/HVAC Updates

NoYes
Property 3 - What Year Were The Electrical/HVAC Updates
Property 3 - Has There Been Any Plumbing Updates

NoYes
Property 3 - What Year Were The Plumbing Updates
Property 3 - Does This Building Have Central Station (Monitored) Fire And Burglar Alarms

YesNo
Property 3 - Is There A Bank Involved*

YesNo
Property 3 - Bank Name*
Property 3 - Bank Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 3 - Loan Number (If Known)
Property 3 - Please Select All That Are TRUE

All leases are 12 months or longerThere is no Seasonal, Senior, or Student HousingAll units have Fire Extinguishers, Smoke Detectors, and CO Detectors that are serviced annually
Property 3 - Please Explain Any Items Above That Could Not Be Answered As True
Property 3 - Current Policy Documents, 5 year Loss History (Not Required, but very helpful in the event of a claim).

Cancelof
Property 3 - Do You Have Recent Photos Of The Property?*

YesNo
Property 3 - Please Upload Recent Photos Here*

Cancelof
Property 4 Details
Property 4 - Value (Desired Coverage Limit)
Property 4 - Annual Rent
Property 4 - Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 4 - What is the approximate replacement cost of Property 4 (How much do you want it insured for)?
Property 4 - Square Footage (Not Including The Basement)
Property 4 - What Best Describes The Basement

No BasementBasement - UnfinishedBasement - Partially/Fully Finished
Property 4 - What Percentage Of The Basement Is Finished
Ex: 75%
Property 4 - Year Built
Property 4 - Date Of Purchase

MonthDayYear
Date
Property 4 - Construction Type
Property 4 - Number Of Units
Property 4 - Is There Any Business/Commercial Tenants

YesNo
Property 4 - Square Footage Occupied By Commercial Tenants
Property 4 - Has The Roof Been Replaced Recently

NoYes
Property 4 - What Year Was The Roof Replaced
Property 4 - What Is The Approximate Age Of The Roof
Property 4 - Has There Been Any Electrical/HVAC Updates

NoYes
Property 4 - What Year Were The Electrical/HVAC Updates
Property 4 - Has There Been Any Plumbing Updates

NoYes
Property 4 - What Year Were The Plumbing Updates
Property 4 - Does This Building Have Central Station (Monitored) Fire And Burglar Alarms

YesNo
Property 4 - Is There A Bank Involved*

YesNo
Property 4 - Bank Name*
Property 4 - Bank Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 4 - Loan Number (If Known)
Property 4 - Please Select All That Are TRUE

All leases are 12 months or longerThere is no Seasonal, Senior, or Student HousingAll units have Fire Extinguishers, Smoke Detectors, and CO Detectors that are serviced annually
Property 4 - Please Explain Any Items Above That Could Not Be Answered As True
Property 4 - Current Policy Documents, 5 year Loss History (Not Required, but very helpful in the event of a claim).

Cancelof
Property 4 - Do You Have Recent Photos Of The Property?*

YesNo
Property 4 - Please Upload Recent Photos Here*

Cancelof
Property 5 Details
Property 5 - Value (Desired Coverage Limit)
Property 5 - Annual Rent
Property 5 - Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 5 - What is the approximate replacement cost of Property 5 (How much do you want it insured for)?
Property 5 - Square Footage (Not Including The Basement)
Property 5 - What Best Describes The Basement

No BasementBasement - UnfinishedBasement - Partially/Fully Finished
Property 5 - What Percentage Of The Basement Is Finished
Ex: 75%
Property 5 - Year Built
Property 5 - Date Of Purchase

MonthDayYear
Date
Property 5 - Construction Type
Property 5 - Number Of Units
Property 5 - Is There Any Business/Commercial Tenants

YesNo
Property 5 - Square Footage Occupied By Commercial Tenants
Property 5 - Has The Roof Been Replaced Recently

NoYes
Property 5 - What Year Was The Roof Replaced
Property 5 - What Is The Approximate Age Of The Roof
Property 5 - Has There Been Any Electrical/HVAC Updates

NoYes
Property 5 - What Year Were The Electrical/HVAC Updates
Property 5 - Has There Been Any Plumbing Updates

NoYes
Property 5 - What Year Were The Plumbing Updates
Property 5 - Does This Building Have Central Station (Monitored) Fire And Burglar Alarms

YesNo
Property 5 - Is There A Bank Involved*

YesNo
Property 5 - Bank Name*
Property 5 - Bank Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property 5 - Loan Number (If Known)
Property 5 - Please Select All That Are TRUE

All leases are 12 months or longerThere is no Seasonal, Senior, or Student HousingAll units have Fire Extinguishers, Smoke Detectors, and CO Detectors that are serviced annually
Property 5 - Please Explain Any Items Above That Could Not Be Answered As True
Property 5 -Current Policy Documents, 5 year Loss History (Not Required, but very helpful in the event of a claim).

Cancelof
Property 5 - Do You Have Recent Photos Of The Property?*

YesNo
Property 5 - Please Upload Recent Photos Here*

Cancelof
How Did You Hear About MM Insurance?*
Should be Empty:

Rental Property Onboarding

Property 1 Details

Property 2 Details

Property 3 Details

Property 4 Details

Property 5 Details