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Interested in Property Management?
Client Details:
Full Name
*
First Name
Last Name
Rental Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
County
*
Is the property occupied?
Yes
No, its Vacant
If occupied, by whom?
Owner
Tenant
Other
Phone Number
*
Format: (000) 000-0000.
E-mail
example@example.com
How did you hear about us?
*
Please Select
Newspaper
Internet
Magazine
Other
Please Specify
*
Any specific questions?
Preferred method of us reaching you?
Phone
Text
Email
All the above
Submitted Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Stage Checklists
QUALIFIED: [ ] Validate ownership title [ ] Run CMA in Rent Range (login in 1Password), attach to card [ ] PM reviews Rent Range and property CONSULT COMPLETE: [ ] Add consult notes to card [ ] If no-show, reach out to reschedule [ ] If qualified, prepare management agreement and move card READY FOR AGREEMENT: [ ] Advertised rent [ ] Management % (monthly) [ ] Owner legal name [ ] Occupancy status [ ] Property address
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