New Client Onboarding

Sagareus PM Onboarding

Full Service Property Management
- Owner 1 Full Name*
  
  First NameLast Name
- Email*
  example@example.com
- Phone Number*
  Please enter a valid phone number.Format: (000) 000-0000.
- Owner 2 Full Name
  
  First NameLast Name
- Email
  example@example.com
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Client Type*
- Portfolio Addition Type*
- Maintenance Dispatch*
- Renewal + Notice to Vacate*
- PreListing Email - Owner review draft listing & market rent prior to listingListed! - Owner receives notification when listing goes liveWeekly Updates - Owner receive weekly activity summary of active rental listingsLease Signed! - Owner receives notification when lease is fully signed

- Single Family - Detached propertySingle Family - CondoSingle Family - TownhouseMulti Unit Property
- Occupancy Status*
- Estimated Move out date:
  
  MonthDayYear
  Date
- Key Transfer:
- Door / Key box Access Code + Instruction
- Current Tenant(s) Name, Email and/or Phone
- Designated Individual Name, Email and/or Phone
- Key Transfer - Special Instruction
- Are we transferring from PM firm?*
- Previous Property Management Contact Name + Email
- Please upload existing Lease, Move In Condition Report, Ledgers if available
  
  Cancelof
- Does the property have an active city or county rental registration or business license, if required?*
  This refers to any city or county rental registration, landlord license, or business license required to legally rent the subject property.
- If yes, what is ID Number
- Is there an HOA overseeing the property?*
- HOA Contact Name + Email
- Please upload Rules & Regulations; Any relevant HOA documents, as available
  
  Cancelof

- Unit List*
- Conforming - Individual units are recognized as separate addresses by county tax recordNon- Conforming - Individual units are NOT recognized as separate addresses by county tax recordConversion Pending or In processNot sure - Please advise
- To ensure consistent and functional mail delivery, Sagareus requires tenants to establish a private mailbox with a local mail service provider (USPS, UPS, or FedEx). The recurring cost of the mailbox service will be credited to the tenant ledger upon receiving proof of cost from the tenant.
- Property owner is responsible for ensuring that each unit has reliable, functional internet access.Establishing internet service for multiple units under a single non-conforming address can be challenging, particularly when working with a single service provider. However, with patience and persistence, service can typically be established.Ensure the service provider’s unit labels exactly match the unit designations used by ownership and management (e.g., Unit 1 / Unit 2 / Unit 3 must not be labeled as Unit A / B / C by the service provider)If the owner is unable to successfully establish reliable, unit-specific internet service for all units due to address constraints or service provider limitations, then the default requirement applies: Property owners of non-conforming multifamily properties establish and maintain a single, shared Wi-Fi service for the property.
- WiFi Network Name
- WiFi Network Password

- Sagareus to manage utility transer (Requires owner to disable auto-pay and paperless billing)Check Here to OPT OUT - Owner will continue managing utilities. (Sagareus will not be able to pass through utilities or detect water leak/over usage)
- When a property has more than one unit sharing utility meters, Sagareus requires flat fee utility billing as opposed to splitting the bill.
- Electricity Provider*
- Gas Provider*
- Water Provider*
- Sewer Provider*
- Garbage / Recycling Provider*
- Internet Provider*
- Septic Vendor
- City Storm Drain

- Water Heater
- What is approximate water heater age?*
- If known, approximate install date
  
  MonthDayYear
  Date
- Roof / Gutter Cleaning
- When was the last gutter / roof cleaning?*
- If known, approximate date
  
  MonthDayYear
  Date
- Pest Treatment
  
  Preventative pest treatment for spiders, ants, roaches, rats, and / or bird nesting.
- When was the last pest treatment?*
- If known, approximate date
  
  MonthDayYear
  Date
- Furnace / AC Service
- When was the HVAC system last serviced?*
- If known, approximate date
  
  MonthDayYear
  Date
- Ventilation Cleaning
  
  Dryer vent, HVAC and / or exhaust vents
- When was the last vent cleaning?*
- If known, approximate date
  
  MonthDayYear
  Date
- Preferred Vendors
- Please list preferred vendor name & contact information:

- Fire Safety Service
- When was the fire system last inspected?
- If known, approximate date
  
  MonthDayYear
  Date
- Company / Vendor Name
- Phone Number
- Email
- Comments / Notes
- Elevator Service
- When was the elevator last inspected?
- If known, approximate date
  
  MonthDayYear
  Date
- Company / Vendor Name
- Phone Number
- Email
- Comments / Notes

- Signature*
- Date*
  
  MonthDayYear
  Date
- Please verify that you are human*
- Should be Empty: