2025 Single Unit Condo/Townhome Onboarding Checklist

Property Onboarding Survey of Needs
LSD Rep's Email*
example@example.com
Assigned PM Team's Email*
example@example.com
Upload the PMA *

Browse Files

Cancelof
Property Address (include unit number)*
Is there parking?*
Parking type,# of spaces and any additional info (be as detailed as possible)
Is there storage?*
Owner's Name*
Owner's Phone*
Owner's Email*
example@example.com
Second Owner Name
Second Owner Email
example@example.com
Second Owner Phone
Are we paying

MortgageProperty TaxesInsuranceHOA Assessments (must be able to put on auto-pay)Other
Have you negotiated any other terms that have changed our standard PMA?*

Leasing fee reductionNon-exclusive leasing rightsFree maintenance hours includedDiscounted hourly maintenance rate for FGMDiscounted mgmt feeFlat monthly charge mgmt feeLease renewal fee reductionNo leasing by FGMinimum monthly feeMinimum per unit monthly feeNo
What is the reduced leasing fee?*
How many free hours are included? *
Do we have Rules and Regulations? *
Upload the Rules and Regulations if they are not part of the PMA package.

Browse Files

Cancelof
Is the owner local? Any info on his/her whereabouts or background?*
Property Type *
Are you aware of any special features in the unit or property you are aware of (alarm system, heated floors, etc.)*
Is the property within Chicago city limits?*
Any rental local laws, permits, ordinances, requirements for the village/city?*
If you are aware of any local requirements for rentals, what are they?*
Occupancy Status?*
Describe the "other occupancy" status*
Provide contact information for occupants (name, email, number) *
Do we have keys? If so, what is the key number? If not, what is the key status?*
Does this property always have to be listed by a particular agent due to a referral? If so, NAME THE AGENT*
Do we need to list for rent? *
When do we need to list it for rent? *
Do multiple units need to be listed for this owner at this time? If so, how many and which properties? Please indicate so we may ensure the owner has the same listing agent for each property. *
If you ran comps, let us know what range you mentioned so the assigned listing agent can be aware before sending their own...
Are we managing the current tenants?*
When should we activate the tenant portal/send welcome letter?*
Do we have the lease agreement yet?*
Upload the current lease agreement*

Browse Files

Cancelof
Any information on current tenants?*
Will we be working with any of the owner's preferred vendors?*
Is there a warranty program in place?*
Any final notes?*
Should be Empty:

Property Onboarding Survey of Needs