Property Intake Form

Property Intake Form

Please complete this form to provide us the necessary owner and property details. Your responses are encrypted and secure upon submission. Please contact us if you have any questions while completing the form.
RENTAL PROPERY ADDRESS*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

OWNER INFORMATION
🆔GOVERNMENT ISSUED PHOTO ID: Please upload an image of your photo ID, for at least 1 owner.*

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OWNER #1 LEGAL NAME*
📱OWNER #1 MOBILE:*
Please enter a valid phone number.
OWNER #1 EMAIL:*
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📮OWNER MAILING ADDRESS: This should *not* be the rental property address. This is the address where your 1099 will be mailed in January. Enter "TBD" if you do not yet have a new address established. We understand if you need to provide us an updated mailing address at a later date.*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
OWNER #2 LEGAL NAME: (if applicable)
📱OWNER #2 MOBILE:
Please enter a valid phone number.
OWNER #2 EMAIL:
OWNER #3: Need to add additional legal owner?
OWNER #3: Add name and contact information here:
IS PROPERTY IN A LLC?*
NAME OF LLC
A W9 is required to have on file in order to send you year-end tax documents. Please select an option:*

I have a W9 already completed and will upload here or send via email laterI will complete the form and send it to you via email. See: https://www.irs.gov/pub/irs-pdf/fw9.pdfI request that the form be sent via DocuSign to complete.
Upload completed W9 here if available.

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💰OWNER PAYMENT: Where do you want your funds sent? Please fill the table below or upload a voided check.

	Bank Name	Routing #	Checking Acct #	Savings Acct #
Bank Info

OPTIONAL - Voided Check

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PROPERTY TECHNICAL SPECS
🏡TYPE OF HOME?*
YEAR BUILT?
APPROX SQ FOOTAGE?
🛌 # BEDROOMS: Bedrooms must include a window and a closet*

🛁 # BATHROOMS: *

	Total
Full Baths
3/4 Baths (Includes shower, no bathtub)
Half Bath (no shower or bathtub)

FINISHED BASEMENT? Does the home have a finished basement? Please indicate if it's only partially finished.*
📫 MAILBOX NUMBER AND LOCATION: Note mailbox number and detailed location (if applicable)*
YARD SIZE
WHO IS RESPONSIBLE FOR MAINTAINING THE YARD?*
*If Mtn Heights will be maintaining the yard, the expense will be charged to the owner for reimbursement. Your property manager can discuss options with you
PARKING TYPE*
GARAGE REMOTES: How many garage remotes will you be leaving? We require a remote for each # cars spaces. For example: 2 car garage requires 2 remotes. 1 car garage requires 1 remote.*
🔢 GARAGE KEYPAD CODE (if applicable. Type NA if not applicable)*
ASSIGNED PARKING NUMBER
🔥WHAT IS THE PROPERTY'S HEATING SOURCE?*

FurnaceRadiant HeatOther
🔥AGE OF HEATING SYSTEM?
FURNACE Filter Size(s)*
FURNACE: Exact Location of where filters are located (be specific if it's in an odd location such as wall vents, crawl space, etc)*
FURNACE Service: Approximately, when was the last time the furnace was serviced/cleaned? We require the furnace to be serviced/cleaned annually and will coordinate this now if needed, or every fall/winter.*
🥶AIR CONDITIONING TYPE*

Central ACSwamp CoolerOther
🥶AGE OF COOLING SYSTEM?
💧AGE OF WATER HEATER
🏡AGE OF ROOF
🔧MAIN WATER SHUTOFF VALVE LOCATION?*
🌧 DOES THE PROPERTY HAVE A SPRINKLER SYSTEM? *
*Mtn Heights PM will coordinate the winterization and start- up of sprinkler systems every fall and spring. This is an Owner expense.
🔧SPRINKLER SHUTOFF VALVE LOCATION*
✔️ SCHEDULE SPRINKLER SERVICE? Do we need to immediately schedule any service?*
At the date we are taking over management, please indicate if we need to schedule sprinkler service, or if you will have the system on/off as needed.
🛠 Notes about sprinkler service? (if applicable) Please let us know if sprinkler service is required now and we will schedule a vendor to complete this work:
WHAT APPLIANCES ARE INCLUDED WITH THE PROPERTY?*

RefrigeratorRangeMicrowaveWindow AC UnitWater SoftenerOther
🧦WASHER & DRYER INCLUDED?*
It is our strong recommendation to remove washers and dryers - this will reduce your maintenance expense. Exceptions are unique areas requiring stack-ables or certain condos/townhomes
❗️SPECIAL APPLIANCES: Are there any special appliances requiring special care we need to know about? (examples: water softener, humidifiers, solar energy, etc)
🎨 PAINT: Wall paint is incredibly difficult to color match even for professionals; let alone tenants. Do you have leftover paint for every color of paint in the home? You may note colors here and leave samples in the home.
Please do not store paint in the garage as the cold weather will render the paint useless.

UTILITIES
*Some utility companies require a Landlord Agreement on the account.

*It is common to keep the water service in your name and have us get a duplicate bill or be added to your account as a secondary contact. We would then bill the tenant. We can also make arrangements to pay the bill on your behalf.

*Your Property Manager can discuss all your options.

WHO IS RESPONSIBLE FOR UTILTIES?*

	Owner	Tenant	HOA	N/A
Cable/Satelite
Electric
Garbage
Gas
Internet
Sewer
Water
HOA

🌤 UTILITIES: Gas:*

Dominion Energy (800) 323-5517Other
🔌 UTILTIES: Electric:*

Rocky Mountain Power - (888)-221-7070Other
💧UTILTIES: Water/Wastewater (Select all that apply)*

Salt Lake City Utilities: (801) 483-6900Bluffdale City: (801) 254-2200Herriman City: (801) 446-5323Midvale City: (801) 567-7200Cottonwood Improvement District: (801) 943-7671Jordan Valley Water Conservancy District: (801) 565-4300Kearns Improvement District: (801) 968-1011City of Saratoga Springs: (801) 766-9793Sandy City: (801) 568-7110Other
📅WHAT DAY OF THE WEEK IS TRASH DAY?
UTILITIES NOTES OR SPECIAL INSTRUCTIONS: Please include any additional info including services that you plan to keep in your name that will need to be charged to the tenant.

OCCUPANCY
IS PROPERTY CURRENTLY OCCUPIED?*
📆 APPROXIMATE DATE YOU ARE VACATING?

MonthDayYear
TAKING OVER: Are we taking over management of the property with a tenant in place?
VACATING DATE FOR CURRENT TENANT

MonthDayYear
🚚 AVAILABLE MOVE-IN DATE? What is the approximate date the home will be available for a tenant move-in? *

MonthDayYear
We require a 1 week vacancy between occupants. This time allows us to properly assess the home to ensure it's "rent ready" and schedule vendors.
TENANT CONTACT INFO: Please add tenant name(s), emails and phone numbers. If the tenant is vacating, we may need to contact them to coordinate a walk-thru and/or coordinate showings.
TENANT'S LEASE: Attach copy of current lease. OR, you may email it: pm@mtnheightspm.com

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RENT DETAILS
IDEAL RENT AMOUNT?
WHAT IS THE LOWEST RENT AMOUNT YOU WOULD CONSIDER?
🐶 PET POLICY*
We encourage our clients to allow at least 1 dog. If your insurance has breed restrictions, notate them below. A $500 pet deposit and $50 per pet added to monthly rent is recommended.
If you do not want to allow a pet, it's important to understand:

1. More than 50% of prospective renters own a pet. Restricting a pet will generally take longer to find a qualified tenant.

2. Federal laws require landlords to allow any household animal classified as emotional support animals or service animals in the home. Mountain Heights Property Management complies with all Fair Housing laws and we will properly qualify any service/support animal. If qualified, we must allow the animal. Additionally, we are unable to charge additional deposit or rent fees.
OTHER: Breed restrictions or other pet policy

HOA/HOME WARRANTY
📌HOA? Does the property have an HOA with governing Rules & Regulations?*
Note: HOA dues are paid by Owner and should be included in the rental rate
HOA CONTACT: Provide HOA name, email and phone number.
Community Rules & Regulations (CR&Rs) If you have a electronic copy of the community rules and regulations, you may upload them here, OR, email them to pm@mtnheightspm.com. If necessary, we will be happy to contact the HOA directly to obtain a copy.

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🗑 Is community trash included with your HOA dues?*
If yes, trash service will be included with rent.
Trash Pick Up Day: What is the trash pick up day, for HOA community trash service?.*
WHAT IS INCLUDED WITH THE HOA PAYMENT?

ClubhousePolExterior MaintenanceInsuranceWaterTrash & SewerInternetCableOther
IS THERE A KEY OR FOB FOR HOA AMENETIES?
🛠HOME WARRANTY? Does the property have "new build" Builder Warranty or Home Warranty*
🚨 Not every home warranty company is created equal! Depending on the amount of time required to coordinate with a HW company, Mtn Heights may charge a coordination fee.
Name of Warranty Company
Additionally, we will need a copy of the Warranty for our files and you'll need to notify the warranty company, naming Mtn Heights PM as a point of contact.

ADDITIONAL INFO
✍🏽 ADDITIONAL NOTES: Any special instructions? Tell us what you love about the property.
ADDITIONAL PROVISIONS: Any special restrictions, lease requirements, exclusions or special notes to be added to the listing and lease? This could be anything we need to disclose to prospective tenants in the listing and in the lease.
Examples: Ice maker is not operable and owner will not repair.
🦻🏽How did you hear about us?*
🗣Referred by?*
Whom may we thank?
Signature - I authorize the above is accurate to the best of my knowledge.

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Name

First NameLast Name
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Property Intake Form

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