Owner Intake Form
This form has multiple sections. Please fill out carefully, if you have issues, call us at (858) 490-1450 thank you.
Owner Information
Please enter as much information as you can so we can set you up for success in our system.
Corporate or Trust Name of Owner
SSN or EIN of property owner or Corporation
*
Owner Name
*
First Name
Last Name
Cell Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Owner Email
*
example@example.com
Owner Name #2
First Name
Last Name
Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Owner #2 Email
example@example.com
Owner Mailing Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a resident of California (tax purposes)?
*
Yes
No
How did you hear about Cairncross Property Management?
Did you find us from word of mouth, Facebook, LinkedIn, an agent? Let us know.
Rental Property Information
Rental Property Information
Please enter as much information as you can in this area. Thank you.
Is this property a Single Family Home, Townhouse, Condo, Duplex or Multifamily?
Single Family Home
Townhouse
Condo
Duplex
Multifamily
If Multifamily, how many units on this rental property?
Please enter each address on one line if multiple units/properties.
Single Family Home/Unit Rental Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Square Feet
The total liveable space of the home. Not the land size.
Bedrooms
Bathrooms
Bonus Rooms/Office Spaces?
Year Built
Stories/Floors
Laundry Services?
Inside unit
Inside hookups
Shared w/ Coins
Shared w/ App
No Laundry
Air Conditioning
Central Air
Window Unit
Wall Unit
Ductless split system
Portable
None
Fireplace
Yes
No
Appliances
Refrigerator
Dishwasher
Microwave
Stand alone freezer
Stove/Oven: Gas
Stove/Oven: Electric
Stove/Oven: Glass Top
Balcony or Patio?
Let us know if it is private, etc.
Mailbox # (if applicable)?
Is this home handicap accessible?
Parking: Garage & Type
Yes - Attached
Yes - Detached
No - Parking space/driveway
No - street parking only
Other
How many parking spaces?
Add any information needed like space numbers, etc. If this is a Multifamily, please list unit number with space numbers/letters or a description.
Any Recent Renovations or Upgrades at the Rental Property?
Please let us know the dates of any fixes, upgrades/renovations done at the property in the last 5/10 years.
Vacancy/Tenant Information
Rental Property Tenant Information
Please enter as much info about the current tenants in this area.
Is the rental property vacant?
Yes
No
Soon (within 3 to 6 months)
All tenant(s) information: Address/Unit # - Full Name - Phone - Email (one per line)
Current Tenant Lease(s) Upload
Browse Files
Drag and drop files here
Choose a file
If this upload doesn't work, please email documents directly to info@cairncrosspm.com
Cancel
of
Does the current tenant have a pet or ESA (Emotional Support Animal)?
Yes - Pet
Yes - ESA
Yes - Both Pet & ESA
No
Other
Would you like to allow pets in the home? (ESA's are not considered "pets" by California's Emotional Support Animal Law AB 468.)
Yes
Yes, with restrictions.
No
Rental Property HOA Information
Rental Property HOA Information
If this home is within an HOA, please list the name of HOA, contact information and any documents for tenant registration forms, rules & regs, CCR's and anything else you can think of. If the files do not attach, please email them to info@cairncrosspm.com thank you.
Rental Property HOA Name & Contact Info
Please leave the contact info + anything else you think we should know.
Rental Property HOA Documents
Browse Files
Drag and drop files here
Choose a file
If this upload doesn't work, please email documents directly to info@cairncrosspm.com
Cancel
of
Rental Property Insurance, Home Warranty, Bills, Vendors, etc.
Rental Property Insurance, Home Warranty, Bills, Vendors, etc.
Below you can let us know if you would like us to pay certain bills.
Rental Property's Home Owners Insurance
Company Name, Policy Number and date of expiration. You can also upload declaration page below.
Rental Property Home Owners Insurance Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload the insurance declaration pages here. If this upload doesn't work, please email documents directly to info@cairncrosspm.com
Cancel
of
Rental Property Home Warranty Information.
If you have a home warranty, please add their name, contact information and policy number.
Rental Property Home Warranty Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload the insurance declaration pages here. If this upload doesn't work, please email documents directly to info@cairncrosspm.com
Cancel
of
Would you like us to pay any of the rental properties expenses with the monthly rental income such as:
Water & Sewer (City of San Diego)
Trash (City)
Trash (Private: Waste Management, WARE, etc.)
Property Insurance
Property Tax
More information (company name & account numbers) on the rental property bills you would like us to pay?
Example: Trash (Private), Property Insurance, Internet, Landscaper, Pest Control. If you do not list them in preferred vendors below please also add contact information for these bills. Or upload the latest invoices below.
Rental Property Bill Invoice Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload the most recent invoices in this area for the rental property. If this upload doesn't work, please email documents directly to info@cairncrosspm.com
Cancel
of
Preferred Vendors?
We have our own trusted vendors, but if you have a preference, please list vendors names, what they do and their contact information.
Loan Information: Name of bank
ACH Payment Information
Full Name on the account.
First Name
Last Name
Bank Account Nmber
Bank Routing Number
Or upload a photo of your voided check.
Browse Files
Drag and drop files here
Choose a file
If this upload doesn't work, please email documents directly to info@cairncrosspm.com
Cancel
of
You agree to get paid via the information submitted for ACH Owner draws.
*
Signature
Submit
Submit
Should be Empty: