Owner/Property On-Boarding
This form is used to collect all of the information we need to onboard a new owner and their property. If you have multiple units we will have to complete one for each unit.
Owner Name
*
First Name
Last Name
If its an LLC upload Certificate of Formation
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Owner Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Property to be managed
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is the Property Tenant Occupied
*
Please Select
Y
N
If Occupied Upload the Lease
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Tenant Full Name
First Name
Last Name
Tenant Email
example@example.com
Tenant Phone #
Please enter a valid phone number.
Tenant 2 Full Name
First Name
Last Name
Tenant 2 Email
example@example.com
Tenant 2 Phone #
Please enter a valid phone number.
What is the current rent
Do you want us to manage the Security Deposit
*
Please Select
Y
N
Do you have a Land Lord Registration
*
Please Select
Y
N
If yes to Landlord registration please upload
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Do you have a Certificate of Occupancy
*
Please Select
Y
N
If you have a Certificate of Occupancy please upload
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Do you have a Lead Paint Certificate
*
Please Select
Y
N
If you have a Lead Safe Certificate please upload
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Property Insurance - Please upload
*
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Bedrooms
*
Please Select
1
2
3
4
5
6
7
8
9
Bathrooms
*
Please Select
1
2
3
4
5
6
7
Special Features
*
Master Suite
Pool
Hot Tub
Fenced backyard
Gas Fireplace
Wood burning Fireplace
Basement Finished
Basement Unfinished
Security System
Heating and Cooling
*
Gas Furnace
Oil Furnace
Gas Boiler
Oil Boiler
Electric Hot Water Heater
Gas Hot Water Heater
Central Air Conditioning
Window Units
If AC window units, how many
Please Select
1
2
3
4
Appliances Included
*
Refrigerator
Refrigerator with ice maker
Refrigerator with ice and water dispenser
Gas range
Electric range
Microwave
Dishwasher
Washing machine
Gas Dryer
Electric Dryer
No Washer and Dryer, but there are hook ups
No washer or dryer hook ups
Is there a sump pump
*
Please Select
Y
N
Gas Company Name and Account #
*
Electric Company Name and Account #
*
Oil Company Name, if applicable
Water Supplier, Name and Account #
*
Sewer Supplier, Name and Account #
*
Tenants Responsibilities
*
Electric
Gas
Oil
Water
Sewer
Lawn Maintenance
Snow Removal
None
Landlords Responsibilities
*
Electric
Gas
Oil
Water
Sewer
Lawn Maintenance
Snow Removal
None
How many garbage cans
*
Please Select
1
2
3
How many recycling cans
*
Please Select
0
1
2
3
KeyVest Require 2 Keys, have you turned over the keys
*
Please Select
Y
N
Is the an access code or lock box, if yes what is the code
Is there a Garage
*
Please Select
Y
N
Y, opener included
Is the Tenant responsible for the Lawn
*
Please Select
Y
N
Do you have any warranties
*
Please Select
Y
N
Security system
*
Please Select
Y
N
Are Pets Allowed
*
N
Y
If yes to Pets, explain any specifics
Any additional information that you think would be helpful
*
Submit
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