Opulent Client and Property Onboarding Form

Client and Property Onboarding Form

Please fill out the following form in detail for each property to be managed. Any required fields will be marked with a RED ASTERISK* and must contain Data. There will be some requirements for forms to be sent; that process will be done outside this form. Should you have any questions - please your assigned property manager. We want to help you with this process and make sure that we are onboarding both you and the property both efficiently and seamlessly. We truly appreciate this opportunity to manage your investment and your business!
Owner Name

First NameLast Name
Co-Owner Name (if applicable)

First NameLast Name
Email
example@example.com
Phone Number

Area CodePhone Number
Owner's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Ownership Entity Name
EIN / TIN or Last 4 of SSN (required for 1099)
Articles of Incorporation

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Rental Property Address

Street Address

Street Address Line 2

CityState

Zip Code
Subdivision (if applicable)
Year Built

MonthDayYear
Square Footage
Are property taxes paid current?
Property Design & Type (Check all that apply)
Marketing Info (Nearby Schools, Parks, Amenities)
Parking
Tenant Occupied

Keys/Fobs/Mailbox/Alarm (mark as applicable)

Rows	Please Select	How Many	Info?
House Keys
Mailbox Keys
Mailbox Number
Mailbox Location
Garage Door Openers
Garage Key Pad Code
Parking Spot #
Community Keys/Fobs
Alarm System
Alarm Code
Front Door Code

Please upload documents

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(i.e. Lease, Move-In Report, Photos, Ledger, etc.) Cancelof
Upload Your Driver’s License

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You can choose either a permanent key box installed on the home or a keypad lock that we can program a master code and separate codes for each tenant

Number of Bedrooms
Number of Full Bathrooms
Number of 1/2 Bathrooms
Location of Primary Bedroom
(i.e. Main Floor, Upper Level, Lower Level, etc.)
Basement
Fireplace
Fireplace Location
Type of Fireplace

Name of Service Provider
Policy/Account #
Coverage Includes

Please provide the name of utility companies (if known)

Please Select

Rows	Tenant Responsible	Owner Responsible	Association Covered	None or N/A
Electric
Gas
Water
Trash
Cable

Trash Day
Dish/Satellite Allowed
Other Utilities

Please Select

Rows	Tenant Responsible	Owner Responsible	Association Responsible	None or N/A
Lawn Care
Snow Removal
Irrigation System

Fenced in Backyard

Do you have property and liability insurance?
Insurance Carrier
Agent Name

First NameLast Name
Have you had Opulent Property Management added to your insurance policy as "additionally insured"?
Please upload the declaration page of the policy

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NOTE: Opulent Property Management must be added to your policy as additionally insured per the terms of your Property Management Agreement. Cancelof

Please provide bill information

Will you allow pets?

Rows	Please Select	Property Manager can decide	How many will you allow per household
Dogs
Cats
Other small animals

Please check and upload all applicable documents that you can provide.

Rows	Attached	NA	I'll send later
Leases for all current tenants
Insurance Declaration (listing Opulent as additional insured)
Current eviction orders and filings (if applicable)
Section 8 or any other subsidy contracts and statements
HOA declarations, rules and regs, and bylaws (if applicable)
Other service contracts

Upload Documents

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You do not need to upload files you've already attached in earlier parts to this form. Cancelof
Rent Ready Condition

The following items are some areas expected to be cleaned before moving in a tenant. If you need assistance, please let us know. Any contracted work will be billed to the Owner before the Tenant moves in.
- All appliances inside and out, behind and underneath.
- All cabinets and drawers are inside and out.
- All light ﬁxtures and all bulbs must be present and working.
- All baseboards, door casings, and trim.
- All window coverings and blinds.
- All ceilings and walls as needed.
- All heating units; vacuumed as necessary.
- Filters cleaned and or replaced.
- Fireplace, woodstove, and hearth area.
- All plumbing ﬁxtures (sinks, tubs, showers, toilets, and faucets).
- All shower tiles, tubs, and enclosures, including tracks and doors.
- All windows inside, including window sills and tracks.
- All interior and exterior doors inside and out, including tracks.
- All porches, decks, patios, walkways, and garages were swept and cleaned.
- All ﬂoors swept and mopped (waxed if necessary).
- Professional carpet cleaning (no handheld devices)
- Lawn and grounds trimmed, mowed, and beds weeded if applicable.
- Any satellite dishes were removed from the exterior of the property.
- Batteries must be present and working in smoke and carbon monoxide alarms.
Please Indicate if your would like Opulent to help prep the property for Rent Ready Condition

Please provide the way you'll like to receive your monthly payouts

Other
If you have chosen to be paid by one of the above or Other please provide the payment details below:
Signature
DateTime

MonthDayYear

Should be Empty: