New Property Intake
Please complete the form for each property
A. Basic Property Information
Full Property Address:
*
Property Type
*
Single-Family
Duplex
Multifamily
Commercial
Year Built:
Square Footage:
Bedrooms:
*
Full Bath:
*
Half Bath:
*
Additional Room Description:
Is the Property Currently Occupied
*
Yes
No
When would you like Rock Property Group to begin managing this property?
ASAP
Within 30 Days
1-2 Months
3+ Months
Specific Dat
B. Insurance Information
Insurance Carrier:
*
Agent Name:
*
Policy Number:
*
Agent Phone:
*
Format: (000) 000-0000.
Agent Email:
example@example.com
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C. Utility Information
Electric Provider:
Account #
Water Provider:
Account #
Trash Provider:
Account #
Gas Provider:
Account #
Internet Provider:
Account #
Are Utilities Currently On
*
Yes
No
Utility Payment Responsibility
*
Owner
Tenant
Split (Please explain)
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D. Property Systems & Features
Water Source
*
City
Well
Hot Water
*
Gas
Electric
Garage
*
Yes
No
Flood Zone
*
Yes
No
HVAC Type
*
Central
Window Units
Other
Sewer
*
City
Septic
Storm Shelter
*
Yes
No
Storm Shelter Type:
Ex. 4 Person in garage
Fireplace
*
Yes
No
Has the property ever flooded
*
Yes
No
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E. Appliances & Warranties
Appliances Included
*
Refrigerator
Stove/Oven
Dishwasher
Washer
Dryer
Microwave
Other
Appliance Warranties Available
*
Yes
No
If yes, list appliances covered and expiration dates:
Appliances Covered and Expiration Dates:
Home Warranty
*
Yes
No
If yes, include Provide Name and Contact Info:
Provider Name:
Contact Info:
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F. Maintenance, History & HOA
Any Known Maintenance Issues:
*
Yes
No
If yes, please describe
Pest Control History:
*
Yes
No
If yes, please describe
Is Property Part of an HOA:
*
Yes
No
HOA Name:
Contact Info:
Upcoming Scheduled Work/ Service Providers:
Recent Upgrades or Repairs:
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G. Occupied Property Details (complete if OCCUPIED)
Tenant Names:
Tenant Phone:
Format: (000) 000-0000.
Tenant Email:
example@example.com
Monthly Rent
Deposit Held:
Pets:
*
Yes
No
If yes, please describe:
Who Pays Utilities:
Owner
Tenant
If Split, please explain:
Lease Start Date:
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Lease End Date:
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Property Manager or Prior Manager Contact (if applicable):
Attach copies of lease and tenant ledger in Upload Section
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H. Vacant Property Details (complete if VACANT)
Is Property Move-In Ready
*
Yes
No
If not what needs to be addressed:
Contact Info for Local Caretaker / Neighbor:
I. Access & Security Information
Lockbox or Access Codes:
Gate Code (if applicable):
Entry Instructions/ Special Access Notes:
Mailbox Location:
Mailbox Number:
Key/Remotes Provided (check all that apply
*
House Keys
Mailbox Key
Garage Remote
Gate Remote
Pool Key/FOB
Other
# of garage remotes:
Garage door code:
Security System Info if applicable:
Alarm Code(s) or Instructions:
Smart Lock / Access App Used:
Login or Shared Access Email:
example@example.com
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J. Additional Notes
Anything else we should know about this property?
K. Signature
I certify that the above information is accurate and complete.
Owner Name:
*
Owner E-mail:
*
Owner Signature:
*
Date:
*
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Co-Owner Name:
Owner 2 E-mail:
Co-Owner Signature (if applicable):
Date:
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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L. Upload Section
Insurance Declaration Page
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Tenant Ledger
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Home Warranty
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Appliance or System Warranties
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Lease (if occupied)
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Tenant ID (if available)
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HOA Documents (if applicable)
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Photos or Additional Supporting Documents
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