Project Management Intake Form

Contact Information
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Company or Entity
If applicable
LenderInvestorOther
Property Details
Property Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Single FamilyTownhomeCondoMultifamily
VacantOccupiedPartial
OnOffUnknown
LockboxComboOther
Project Type + Stage
New ConstructionRehabRenovation
Pre-startStarted (on track)Started (behind schedule)Near completion / Punch list
Started (behind schedule)

Answer this question only if you are behind schedule. If not applicable, state N/A
Explain the biggest issues and why you are behind schedule.*
Example: Failed inspection, GC not showing, budget shortfall, materials delayed, etc.
Funding / Lender
InvestorLenderBoth
YesNo
If a lender is involved, provide the lenders name, email, and phone number
Lender details (if applicable)
Lender draw schedule, deadlines, and any requirements you know.
Scope + Team
YesNo
GC Contact Information
YesNo
YesNoPartial
YesNoNot sure
Special Constraints or Notes
HOA restrictions, tenant access, parking, historic district, etc.
Budget + Expectations
Estimated Rehab Budget ($)*
Remaining Budget ($)*
1x/week2x/weekNot sure
WeeklyTwice WeeklyWhen needed
Investor onlyInvestor + LenderOther
Upload Files
Plans / Drawings (PDF)

Cancelof
Scope / Bids

Cancelof
Inspection Reports

Cancelof
Photos / Videos

Cancelof
Lender Draw Checklist

Cancelof
Current Schedule / Budget

Cancelof
Confirmation + Next Step
Please review & confirm the information provided is accurate to the best of your knowledge. After your submission, you will be directed to schedule your consultation. We look forward to connecting with you soon!
Should be Empty:

Contact Information

Property Details

Project Type + Stage

Started (behind schedule)

Funding / Lender

Scope + Team

Budget + Expectations

Upload Files

Confirmation + Next Step

Please review & confirm the information provided is accurate to the best of your knowledge. After your submission, you will be directed to schedule your consultation. We look forward to connecting with you soon!