Owner Intake Form
Please complete this form to provide us the necessary owner details for your rental portfolio. Your responses are encrypted and secure upon submission. Please contact us if you have any questions while completing the form.
OWNER INFORMATION
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OWNER #1 INFO:
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OWNER #2 INFO:
OWNER #3 INFO:
đź“®PRIMARY OWNER MAILING ADDRESS: This should *not* be the rental property address. 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.
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
🆔GOVERNMENT ISSUED PHOTO ID: Please upload an image of your photo ID, for each owner
*
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PAYMENT INFO
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đź’°OWNER PAYMENT: Please complete below for your owner draws to be sent to you. (For multiple owners, please provide the primary owner's info)
Type of Account:
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Checking
Savings
OPTIONAL - Voided Check
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ADDITIONAL INFO
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RENTAL PORTFOLIO GOALS: What are your goals that you would like to achieve that we may assist you with? Select all that apply.
Generate Passive Income – Earning steady income from monthly rental payments.
Maximize Property Value – Increasing the property's worth through appreciation and tenant maintenance.
Add More Properties to My Portfolio – Expanding and diversifying rental property investments.
Flip This Property Into a Larger Property – Use this rental to move into larger-scale investments, such as an apartment complex or 8-plex.
Offset Expenses – Covering mortgage payments, taxes, or other ownership costs.
Hold Property for Long-Term Investment – Retaining the property as part of a diversified investment portfolio.
Seasonal or Occasional Use – Renting the property while retaining access during specific times of the year.
Build Equity Over Time – Letting rent payments contribute to reducing mortgage debt.
Avoid Property Vacancy – Keeping the property occupied to deter depreciation or vandalism.
Flexibility for Future Plans – Renting temporarily while deciding whether to sell or move back in later.
Create a Retirement Income Source – Building a consistent income stream for future financial stability.
Tax Advantages – Taking advantage of deductions for rental property expenses.
OTHER INFO or GOALS:
🦻🏽How did you hear about us?
*
Please Select
Referral
Google/Online search
Yelp
NARPM
Thumbtack
Other
đź—ŁReferred by?
Whom may we thank?
Signature - I authorize the above is accurate to the best of my knowledge.
Name
First Name
Last Name
SUBMIT FORM
Should be Empty: