Management Questionnaire
Complete this form to begin the owner onboarding process.
Your Contact Information:
Full Name
*
First Name
Last Name
Phone Number
*
E-mail
*
Your Mailing Address
*
Street Address
Street Address Line 2
City
State
Zip Code
Are you the property owner
*
Yes
No
Other
Which service would you like to begin?
*
Lease only
Property Management
Other
Desired Start Date
*
When would you like to begin management?
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Ownership Information
If you own more than one property, start with the 1st property below. We will gather information about the additional properties later.
Building Ownership
*
Personal (title is held in your name)
LLC
S-Corp
C-Corp
Trust
Other
Corporation Name
*
Please enter the name of the corporation, entity or trust.
Your Title
*
Please enter your title (president, member, trustee, etc.)
Total Number of Owners
*
If the property is owned personally, please indicate the number of owners on the deed. If it's owned by a corporation, please indicate the number of members of the corporation.
Owner 2 Full Name
*
First Name
Last Name
Owner 2 Phone
*
Owner 2 Email
*
example@example.com
Owner 3 Full Name
*
First Name
Last Name
Owner 3 Phone
*
Owner 3 Email
*
example@example.com
Other
Please enter any other information that you'd like to share about the property ownership.
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Property Information
If you own more than one property, fill in the information for the 1st property below. We will gather information about the additional properties later.
Property Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Total Number of Units
*
Please enter the total number of dwelling units in the home.
Number of Occupied Units
*
Please enter the total number of that are occupied.
Are any tenants currently behind on the rent?
*
Yes
No
Other
Total Monthly Rent Roll
*
Total monthly rent collected for all units combined. If it is not currently rented, please enter your best estimate of the fair market rent.
Owner Occupied
*
Do you currently live in the home?
HOA
*
Is there a Homeowners Association or neighborhood association? If so, please enter the name of the association.
Property Manager
*
Do you currently have a property manager? If so, please Enter their contact information here.
Certificate of Occupancy
*
Does the home have a current valid certificate of occupancy? If you are unsure, please enter "I don't know"
Pet Policy
*
Do you wish to allow pets?
Other
Please enter any other information that you'd like to share about the property.
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Property Maintenance
If you own more than one property, fill in the information for the 1st property below. We will gather information about the additional properties later.
Please rate the overall condition of the property
*
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Electric Provider
*
Please enter the name of the electric provider.
Average Cost
*
Please enter the average monthly cost of electricity.
Fuel Oil Provider
*
Please enter the name of your current fuel oil provider. Enter “N/A” if the home does not use fuel oil.
Average Cost
*
Please enter the average monthly cost of electric.
Gas Provider
*
Please enter the name of your current gas provider. Enter “N/A” if the home does not use gas.
Average Cost
*
Please enter the average monthly cost of gas. Enter $0 if there is no cost.
Water / Sewer
*
Does the home have well and septic or municipal water and sewer?
Average Cost
*
Please enter the average cost of water/sewer. Enter $0 if there is no cost.
Lawn Care
*
Please enter the name of your current lawn care provider. Enter “N/A” if you do not currently use a lawn care company.
Average Cost
*
Please enter the average monthly cost of lawn care. Enter $0 if there is no cost.
Snow Removal
*
Please enter the name of your current snow removal provider. Enter “N/A” if you do not currently use a snow removal company.
Average Cost
*
Please enter the average cost of snow removal. Enter $0 if there is no cost.
Service Contracts
*
Do you currently have any service contracts, maintenance agreements, or home warranties in place? If so, please provide details.
Leased Equipment
*
Does the home have any leased equipment like water heaters, solar panels, etc., If so, please explain.
Filters
*
Does the home have any filters or other consumables that need to be replaced regularly?, If so, please explain.
Recording Devices
*
Does the home have any audio or video recording devices (security cameras, video doorbells, etc.). We are required to disclose this to anyone entering the home.
Lead Paint
*
Do you have any knowledge or reports of lead paint ever being in the home?
Outstanding Repairs
*
Does the home have any outstanding or ongoing maintenance or repair issues?
Other
Please enter any other pertinent information that you'd like to share about the property.
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Additional Information
Do you have additional properties that you may need managed?
*
Yes
No
Please enter the additional addresses
*
Primary Contact
*
Who will be the primary contact for the property?
Photo ID
*
Browse Files
As a fraud prevention measure, we require all owners to upload a copy of their ID.
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