• Platinum Onboarding Questionnaire

    Complete this property onboarding questionnaire using the original wording and order from the reference PDF.

  • Property Overview

  • Completed date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Management start date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Property type*

  • Staff, Utilities, and Service Infrastructure

  • Tenant pays utilities
  • Owner pays utilities / services
  • Utility bill-back to tenants?*

  • Waste, Water Source, Access, and Security

  • Tenants responsible for setting carts out?
  • Keys labeled, separated, and working for all units?
  • Re-key each unit at turnover?

  • Laundry, Mail, and Package Handling

  • Laundry Type*
  • If Coin-op, Will Platinum Be Collecting?
  • Mailbox Type*
  • Are Boxes Labeled by Unit?
  • Install a New Mailbox Lock at Each Move-in?

  • Exterior, Grounds, Mechanical Systems, and Seasonal Maintenance

  • Mechanicals location
  • A/C ownership
  • Filter change frequency
  • Who changes filters?

  • Life Safety, Compliance, Parking, and Leasing Policies

  • Built before 1978?
  • Parking type
  • Yearly renewal rate
  • Lease terms you allow
  • Would you like a market rent analysis?
  • Avoid lease expirations in winter months?

  • Pet Policy, Screening, Rent, and Occupancy

  • Pets allowed?
  • Smoking policy
  • Accept housing vouchers / Section 8?

  • Storage, Vendors, Insurance, Association, Documents, Pest Control, and Sign-off

  • Negative cash flow handling preference
  • Monthly reports requested
  • Required documents to upload
  • Requested-if-applicable documents to upload
  • Signature date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: