Property Intake Form

Property Intake Form

Please complete this form to provide the necessary property details. Your responses are encrypted and secure upon submission. If you have multiple properties for us to manage, please submit a separate form for each property. 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

Note, if you have not already completed the Owner Intake Form, please do so at: https://form.jotform.com/240385966798175
NUMBER OF PROPERTY OWNERS
OWNER #1 LEGAL NAME
OWNER #2 LEGAL NAME: (if applicable)
OWNER #3 LEGAL NAME: (if applicable)

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

🛁 # BATHROOMS:

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

IS THERE A BASEMENT?
📫 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 - Select all that apply:
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?

Other
🔥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

Other
🥶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
🛠 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?

Other
🧦WASHER & DRYER INCLUDED?
It is our strong recommendation to remove washers and dryers - this will reduce your maintenance expense. Exceptions are unique areas requiring stackables 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.

*Some utility companies require a Landlord Agreement or Co-Sign Agreement for rental properties. Please contact your utility companies to set up a Landlord Account if applicable.

*It is common to keep the water service in your name and have a duplicate bill mailed to our office, or add us to your account as a secondary contact. We would then charge the tenant for reimbursement. We can also make arrangements to pay the bill on your behalf.

*Your Property Manager can discuss all your options.

UTILTIES - If the property has an HOA, please also see the HOA section.

Rows	Owner Paying	Account remains in owner's name - charge tenant for reimbursement	Tenant to Setup	Monthly Flat Fee to Tenant	TBD	N/A
Cable/Satelite
Electric
Garbage
Gas
Internet
Sewer
Water

🌤 UTILITIES: Gas:

Other
🔌 UTILTIES: Electric:

Other
💧UTILTIES: Water

Other
UTILITIES: Sewer/Wastewater

Other
Upload the most recent water, sewer, and trash bills

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📅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.

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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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

Landlord Insurance also known as rental dwelling insurance or rental property insurance

Having insurance for a rental property is essential to protect both your investment and your financial security. Rental property insurance, often called landlord insurance, provides coverage tailored to the unique risks associated with renting out your property. This may take some time to update with your insurance provider. When completed, please email a copy of your insurance showing us as an additional insured to: pm@mtnheightspm.com
If your insurance has already been updated, you may upload a copy here:

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🛠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.
Warranty Claims Website:    *
Warranty Company Phone Number:       *
Policy Number:   *
Has Mountain Heights been added to your policy as a point of contact?   *

✍🏽 ADDITIONAL NOTES: Any special instructions?
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.
Signature - I authorize the above is accurate to the best of my knowledge.
Name

First NameLast Name

Should be Empty:

Property Intake Form

Landlord Insurance also known as rental dwelling insurance or rental property insurance