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
Primary Contact Email Address
example@example.com
7. Alternate phone (optional)
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
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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