Owner Info & Banking Onboarding

Welcome to Pros PM! New Owner Onboarding.

We're honored you're trusting us with your property! Please take a few minutes to fill out this form so we can get you set up correctly in our system. All information collected is confidential. Please reach out to us if you have any questions about this form.

Let's Get to Know You!

Please provide your information to begin property management services.
Basic Information
Full Legal Name

First NameLast Name
Preferred name and pronouns
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Co-Owner Name

First NameLast Name
Co-Owner Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Co-Owner Email
example@example.com
Co-Owner Address, if different
Are you coming from another property management company? If so, which one?
Anything else we should know?

Let's Get You Paid!

For any issues with your bank or W9 information, please email Ashley at ashley@prospm.com.
Name of Bank
Bank Address
Account Number
Routing Number
Please upload an image of a voided check or other proof of banking in the spot below.
I acknowledge the above account information is correct. If there are any issues with it, delays in payment could occur.
What is your federal tax classification?
Payee Name (as it appears on tax documents)
Entity name, corporation, trust, LLC., etc.
Please download and fill out a W-9 form. We use this to send your 1099 tax documents each year.

Download the W-9 form here: https://www.irs.gov/pub/irs-pdf/fw9.pdf
Do you consent to an electronic e-delivery 1099?
Upload W9 Form (PDF or image)

Cancelof

Let's Make it Official!

Thank you for helping us set up your account! We can't wait to start working with you.
I, First Name Last Name certify that the information provided in this form is accurate and complete to the best of my knowledge. I understand that incorrect or incomplete information may result in delays in payments, property setup, or resident placement.
Date
Should be Empty:

Welcome to Pros PM! New Owner Onboarding.