New Owner Information Form

Please fill out all of the required field (marked by a *), and as much of the optional information as you can.

Process ID

How did you find us?*

Referred by:

Details for "other"*

Did you purchase a property that was already managed by us for the prior owner?*

Primary Contact Info

No matter how many owners there are of a property, we require that there be one primary point of contact, and one bank account to deposit all rent income. Please enter that primary point of contact and bank information below:

Primary Contact's Name*

First NameLast Name

Primary Contact's Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Primary Contact's Mobile Phone*

Area CodePhone Number

Primary Contact's Home Phone

Area CodePhone Number

Primary Contact's Email Address*

example@example.com

Primary Contact's Driver's License State

Primary Contact's Driver's License Number

Primary Contact's Date of Birth*

Date

Direct Deposit Information

Please provide information on the bank account you want to use for your monthly disbursements/direct deposits:

Bank Name*

Routing Number*

The 9 digit number on the bottom of your check

Account Number*

The longer number after your routing number on your check

Tax Reporting Information

The IRS requires that you provide your Social Security Number if the property is held by you personally, or your Employer Identification Number (EIN) if the property is held by a corporation, LLC, or other entity.

What form of tax ID number are you providing?*

Social Security Number*

Employer Identification Number (EIN)*

Do you consent to receiving your 1099 electronically instead of by mail?*

YesNo

Home Warranty Information

Note: A home warranty is different than homeowner's insurance. A home warranty covers routinue repairs, not fires, hurricanes, tornadoes, etc.

If you want to use a home warranty for your property, we need to have that information up front, as we won't be able to delay getting legally required repairs done to collect home warranty information when a repair actually needs to be done. However, please note that we strongly discourage the use of a home warranty. Home warranty companies are slow to get repairs done, which angers tenants and increases the likelihood of a non-renewal (which is your highest expense as a landlord). In addition, the warranty company usually finds a way to avoid paying for repairs by something buried in the fine print. In short, we believe strongly that you'll be better off without a home warranty. But, if you still want to use one, please provide their information below. Please note that we do charge a 2% higher management fee if you use a home warranty, as our workload increases significantly in dealing with the warranty company. Also, note per the management agreement that we do not guarantee the warranty company process will be utilized when time is of the essance for a repair.

Do you have a home warranty that you want us to use?*

Home Warranty Company Name*

Home Warranty Policy Number*

Home Warranty Claim Filing Phone Number*

Which mechanicals does this Home Warranty Cover (Plumbing, HVAC, Sewage, etc)?*

Home Warranty Declaration Page including Policy Number and Coverage Details.

Browse Files

Repair & Maintenance Vendors

Please be aware that all repairs have to be coordinated through us, and the home owner cannot do any repairs on the property themselves while a tenant is in place. This is to ensure that quality work is being done, and to ensure that all vendors are properly licensed and insured to protect both our brokerage and you from liability. There is just far too much that can go wrong when it comes to repairs and maintenance, so we have to have only fully insured and licensed vendors working on the property. We have a list of approved vendors that we work with regularly who have a demonstrated history of quality work at reasonable prices. We strongly recommend that you stick with our standard vendors.

That said, if you have vendors you have used in the past who have the appropriate license(s), general liability insurance, and worker's compensation insurance, then we are open to considering their use. We cannot guarantee to use any particular vendor, though we can note them as preferred. If you have any vendors that you would like to get approved for use on your property, please provide their information here:

Did you want to request any of your own vendors?*

NoYes

How many different vendors are you requesting?*

Vendor 1 Name:*

Vendor 1 Type:*

Vendor 1 Phone:*

Area CodePhone Number

Vendor 1 Email:*

example@example.com

Vendor 2 Name:*

Vendor 2 Type:*

Vendor 2 Phone:*

Area CodePhone Number

Vendor 2 Email:*

example@example.com

Vendor 3 Name:*

Vendor 3 Type:*

Vendor 3 Phone:*

Area CodePhone Number

Vendor 3 Email:*

example@example.com