WELLTOR

WELLTOR

Property Assessment Intake Form
Thank you for scheduling your WELLTOR Property Assessment.

We are excited to learn more about your property and begin the assessment process.

Before your scheduled appointment, we would appreciate if you could take a few minutes to complete the following intake form. The information you provide helps us better understand your property, its history, and its major systems so we can prepare thoroughly and make the most of our time together.

This form focuses on key property details such as roofing, HVAC systems, water heaters, electrical systems, insurance information, and other important factors that may influence the condition and long-term performance of your property.

Once submitted, our team will review the information in advance and use it to prepare for your assessment.

Thank you for your time and for choosing WELLTOR Property Operations.

We look forward to speaking with you soon.
Owner Information
Name

VornameNachname
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method

Other
Primary Residence Location
Property Information
Property Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Property Type
Number of Bedrooms
Number of Bathrooms
Estimated Property Value
Current Property Status

Other
HOA Community?
HOA Name
Other (please specify)
Other (please specify)
Property Goals
What are your primary goals for this property?

Other
Other (please specify)
Current Challenges
What are your biggest concerns regarding this property?

Other
Other (please specify)
Property History & Major Systems
Roof Installation Year
Last Roof Replacement Date

MonthDayYear
Roof Material
Other Roof Material (please specify)
Date of Last Roof Inspection

MonthDayYear
Any known roof issues?
Number of HVAC Units
HVAC Installation Year
Last HVAC Service Date

MonthDayYear
HVAC Service Contract
Water Heater Installation Year
Water Heater Type
Other Water Heater Type (please specify)
Electrical Panel Upgrade Year
Any known electrical issues?
Plumbing Material
Other Plumbing Material (please specify)
Any known plumbing issues?
Insurance & Hurricane Preparedness
Flood Insurance
FEMA Flood Zone
Hurricane Protection Features

Other
Insurance Claims & Known Issues
Have there been any insurance claims related to this property within the last 5 years?
Describe the claim(s), dates, and resolution
Known Issues, Deferred Maintenance, or Areas of Concern
Property Maintenance History
Date of Last Exterior Painting

MonthDayYear
Date of Last Interior Painting

MonthDayYear
Date of Last Pest Treatment

MonthDayYear
Date of Last Pool Resurfacing

MonthDayYear
Date of Last Irrigation Inspection

MonthDayYear
Property Documents
Document Categories
Upload Documents

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Referral Information
How did you hear about WELLTOR?

Other
Who referred you to WELLTOR?
Should be Empty:

WELLTOR

Owner Information

Property Information

Property Goals

Current Challenges

Property History & Major Systems

Insurance & Hurricane Preparedness

Insurance Claims & Known Issues

Property Maintenance History

Property Documents

Referral Information