Property Management Onboarding Form

Property Management Onboarding Form

Please complete the property and ownership details, upload the required documents, and provide notes and an e-signature to finish onboarding.
Owner Information
Entity Name as it Appears on Title
Entity Type
Owner Name

First NameLast Name
Owner Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Contact Information

If you are the primary contact, leave the contact name blank and we will use the owner name above.
Contact Name

First NameLast Name
Email
example@example.com
Phone
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Form of Contact
Property Details
Property Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Assessor's Parcel Number (APN)
Found on your property tax bill or the county assessor's website
Property Type
Size (Square Feet)
Number of Suites
Occupancy Status
Number of Leases
Management Timeline
Current Management Company
Contract Expiration

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Desired Start Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Document Uploads
W-9

Cancelof
Entity Documents

Cancelof
Certificate of Insurance (COI)

Cancelof
Leases

Cancelof
Additional Information and Signature
Additional Notes
I certify that the information provided above is accurate and complete, and I authorize SoCal PPM to begin onboarding this property.
E-signature
Should be Empty:

Contact Information