New Property Owner Onboarding
Essential Information Form for Property Management
Name
First Name
Last Name
Contact Number
-
Area Code
Phone Number
Email
example@example.com
Owner Primary Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Method of Communication
Email
Phone
Text
Preferred Method of receiving Payments
Property Information
Portfolio Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Single Family
Townhouse
Multi-Family
Number of Units
Insurance Information
Insurance Provider
Insurance Policy #
Insurance Contact #
Property Maintenance
Preferred Vendors for maintenance and repairs?
Are there any ongoing maintenance issues that need immediate attention?
Tenant Information (if currently rented):
Number of Current Tenants:
Lease Start and End Dates:
Monthly Rental Amount:
Security Deposit Amount Held:
Tenant Contact Information:
First Name
Last Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
Legal and Compliance:
Are there any outstanding legal issues related to the property?
Are all property taxes and utility bills up to date?
Additional Information:
Specific Instructions or Concerns:
Emergency Contact Information:
First Name
Last Name
Phone Number
-
Area Code
Phone Number
Email
example@example.com
How did you hear about our property management services?
Please attach any additional documents or information you feel is necessary.
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