Owner Intake Questionnaire
(Pre-PMA + Listing)
Please complete this questionnaire so we can prepare the Property Management Agreement (PMA) and draft a listing with accurate lease terms.
Date:
-
Month
-
Day
Year
Date
Property nickname (optional):
SECTION 1 - Owner / Entity Information
1. Owner legal name
2. Owner type (select one)
Individual
LLC
Corporation
Partnership
Trust
Estate
Other
3. If not Individual: State of formation
Authorized Signer / Owner
Full name:
First Name
Last Name
Title/Capacity
5. Owner mailing address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
6. Primary Contact Phone Number
Format: (000) 000-0000.
Primary Contact Email Address
example@example.com
7. Alternate phone (optional)
Format: (000) 000-0000.
8. Consent to receive text messages (select one)
Yes
No
9. Emergency contact (if we are unable to contact you for 48 hours)
First Name
Last Name
Emergency Contact Phone
Format: (000) 000-0000.
Emergency Contact Email
example@example.com
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SECTION 2 - Property Basics
10. Property address (Include Unit No's if Applicable)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
11. Items included with the property (check all that apply)
Refrigerator
Washer
Dryer
Microwave
Dishwasher
Range/Oven
Other
12. Property status (select one)
Vacant
Occupied
Vacant soon / notice given
13. Desired management start date
-
Month
-
Day
Year
Date
14. Target monthly rent
15. Preferred lease term (select one)
12 months
18 months
24 months
Month-to-month
If other, specify:
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SECTION 3 - Pets / Smoking
16. Pets allowed? (select one)
Yes
No
Case-by-case
Allowed types (check all that apply)
Dogs
Cats
Other
Max number of pets (select one)
1
2
3+
Case-by-case
Restrictions notes (optional - breed/weight/etc.):
18. Smoking allowed? (select one)
Yes
No
Outside only
SECTION 4 - HOA
19. HOA/POA present? (select one)
Yes
No
Not sure
HOA name:
HOA contact phone/email:
HOA website/portal (optional):
SECTION 5 - Acknowledgment
I confirm the information provided is accurate to the best of my knowledge.
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