Owner Intake Form

Owner Intake Form

Apply for Property Management Services by providing your ownership, property, and compliance details.
Owner Information
Full Legal Name*

First NameLast Name
Entity Name (LLC, Trust, Individual, etc.)
Ownership Type*
Mailing Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number*
Please enter a valid phone number.
Email Address*
example@example.com
Preferred Method of Communication*

Phone CallEmailText MessageOther
Is the ownership type LLC?*

YesNo
Registered Agent Name (If LLC)
EIN (If LLC, optional at intake stage)
Property Information
Property Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Property Type*
Year Built*
Square Footage*
Bedrooms*
Bathrooms*
Garage?*

YesNo
Is the property part of an HOA?*

YesNo
HOA Name (If applicable)
Monthly HOA Dues (If applicable)
Are there any HOA restrictions?
Is the property currently occupied?*

YesNo
Lease End Date (If occupied)

MonthDayYear
Date
Current Rent Amount (If occupied)
Security Deposit Held (If occupied)
Tenant History (Any issues?) (If occupied)
Property Condition
When was the last major renovation?
Age of Roof (years)
Age of HVAC (years)
Age of Water Heater (years)
Age of Appliances (years)
Any known deferred maintenance?
Are there any open insurance claims?

YesNo
Are there any code violations?

YesNo
Financial Expectations
What is your expected monthly rent?
Are you open to a market-rate evaluation?*

YesNo
Current mortgage payment (optional)
Minimum net return expectation?
Are you cash-flow dependent on this property?*

YesNo
Insurance & Compliance
Current homeowner/landlord insurance provider
Is the policy written as a landlord policy?*

YesNo
Umbrella coverage?*

YesNo
Has the property ever had mold claims?

YesNo
Has the property ever had water damage claims?

YesNo
Has the property ever had structural issues?

YesNo
Owner Goals
Why are you seeking property management? (Select all that apply)*

Time constraintsOut of stateTenant issuesScaling portfolioOther
Is this a long-term hold or short-term investment?*

Long-term holdShort-term investment
Are you planning to sell within 12–24 months?*

YesNo
Decision Authority
Are you the sole decision maker?*

YesNo
Are there other owners who must approve?

YesNo
Are all owners willing to sign a Property Management Agreement?

YesNoNot sure
Maintenance Preferences
Preferred maintenance reserve amount (USD, $500 minimum recommended)*
Do you have preferred vendors?*

YesNo
Maintenance approval preference*

Automatic repairs under a set amount without approvalRequire approval for every repair
If automatic repairs, what is your approval threshold amount?
Have you ever been sued by a tenant?*

YesNo
Are there any pending legal disputes involving this property?*

YesNo
Has rent ever been withheld for habitability concerns?*

YesNo
Have you ever self-managed?*

YesNo
If yes to self-managed, why are you transitioning?
Acknowledgment Section
Acknowledgments*

I understand ONYX Property Management may decline properties that do not meet management standards.I certify the information provided is accurate.I understand onboarding may require repairs to meet habitability standards.I agree to provide all required documents if selected.
Important Information
Strong Protection Add-Ons (For You Specifically)
Minimum property condition standards must be met prior to tenant placement.
ONYX does not manage properties with unresolved legal or compliance issues.
All communication must go through the assigned property manager once onboarded.
Should be Empty:

Owner Intake Form

Owner Information

Property Information

Property Condition

Financial Expectations

Insurance & Compliance

Owner Goals

Decision Authority

Maintenance Preferences

Acknowledgment Section

Strong Protection Add-Ons (For You Specifically)