Property Info On-boarding

New Property On-boarding Form
Welcome to 365PM On-boarding! Thank you for choosing us to manage your rental property. Please fill out this entire form completely. Leaving parts of this form blank may delay marketing and activation of the property. By signing this form the Owner agrees to the contents herein and affirms that this form is true and correct to the best of their knowledge. Fields marked with a red * are required, if n/a write n/a. This is not 365PM's management agreement.
Legal Name of Owner #1 - This person will be the one filing the W9 in their name and they are on the deed*

First NameLast Name
Phone Number #1*

Area CodePhone Number
Email #1*
example@example.com
Legal Name of Owner #2 - (Co owner or married couple)

First NameLast Name
Phone Number #2

Area CodePhone Number
Email #2
example@example.com
Owner #1 Home Mailing Address (Please do notvuse rental address - should match W9 address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Rental Property Address*

Street Address

Neighborhood

CityState / Province

Postal / Zip Code
Does your Property have a mortgage?*

YESNO
If you answered YES, to having a mortgage, who is your mortgage through? (Conventional loan, FHA, VA etc) This is important due to certain covid restrictions still in place federally.
Please be sure to change your insurance policy to a DP3 policy instead of a HO3. Please add 365 Property Management as additional interest.*

OK
How many months would you ideally like to lease your home? (minimum 7 months-non furnished only)*
Date property will be available to lease*

MonthDayYear
Date
How do we get keys/access to the property?*
Is your rental property part of an HOA?*
Please provide all HOA contact Info: HOA Name, phone, contact person, email
HOA Requirements - Check all that apply that you are aware of

HOA requires NO tenant applicationHas printed bylaws/covenants/declarations and rules of occupancy (must provide copy)Screening approval required for tenantsScreening approval requires interview with tenantsScreening approval/application fee required for tenantsRequires additional security deposit to be held at HOA for common grounds damagesRequires additional verbiage to be placed in any lease or HOA lease must be usedHas rental restrictions (can only be rented 1 time per month or year, no rentals less than 12 months, no rentals for 12 months after a sale, etc)HOA has pet restrictions
What is the HOA tenant application fee? If applicable?
List any HOA community amenities or nearby attractions - n/a if none.
Please email us the HOA documents for your rental property. This will help speed up the process.
Please provide the contact info for your Home Owners Agent/Agency*
All about your Property
Property Type?*
How many Bedrooms?*
How many Bathrooms?*
Is there a bonus room or den? Does the bonus room/den have a closet?
Garage or Carport? How many spaces present or n/a?*
Parking space # - if applicable
Mailbox # - if applicable
Where is the main water shut off value?*
Age of AC unit?*
Where is the air handler located? Is it in the garage, closet, second floor, attic?*
Does the air handler have a float switch to turn the ac unit off if the drain line is clogged? We recommend servicing the ac unit/drain clean out at least 2 times per year especially if your unit is in an attic or inside the property. If you aren't sure write not sure*
Age of water heater? Where is the water heater located: Garage, inside laundry closet, inside house?*
Age of roof?*
How old is the carpet?
When was the last time the interior was painted?
Does this property have a pool, yes or no? Salt or Chlorine?*
Has the dryer vent been cleaned in the last 90 days? We recommend having this done prior to renting your property out to prevent any safety issues. If you would like us to send our vendor please discuss with your PM*

YESNO
Year built? Any known Lead Paint defects-if built before 1978?*
Home alarm code?
Front door entry code/keyless entry keypad?
Garage entry code?
Gate entry code?
If you know the sizes and locations of AC filters please list them here. Many of our leases will come with automatic filter delivery to your tenant every 60 days.
List any routine Maintenance Contracts or warranties (home warranty or appliance) that are active for the home (hvac, pest control, lawn/pool services, etc.) These services may or may not be included in rent, will discuss that in another section.
Please note: We do not take properties with Home Warranty contracts unless it is a brand new build
Describe the features that led you to purchase this property, what do you love?*
Any special instructions regarding any of the above?
Utilities Info
Name of water company or is this home on a well?*
Is this home on Septic tank or city sewer?*
Last time septic was pumped? - if applicable. Owner responsible for all septic pumping during tenancy.
Name of power company*
Name of trash company*
Is trash included in your property tax bill?*
Please list the garbage pick up days if known.
Name of gas company
Name of any other utility providers you're aware of: Cable, Internet, etc.
Please list your watering days for irrigation if known.

Responsibility for payment: Please check which side. Please only select one box per row.*

	Tenant	Owner	Inc. in HOA	NA
Electric
Water
Trash
Sewer
Gas
Softener salt
Pool Care
Lawn Care
Shrub Care
Weed Care
Basic Cable
Pest Control
HOA membership (golf, tennis)
HOA app fee
Security system

List any other payment responsibilities here*
Please note that SEPTIC PUMPING, HOA MONTHLY/YEARLY FEES/DUES are the responsibility of the Owner.

Other things that are the responsibility of the owner may include: appliance repairs, ac repairs, tree trimming/removal, trimming of trees hitting the roof/cars, pressure washing of home and driveways, gutter cleaning, screen repairs, appliance repairs, fence repair, dryer vent cleaning and smoke alarm replacements to name some.

PETS

We recommend a max of 2 pets per property in any combination and must be at least 1 year old and a max of 50# per pet. We have aggressive breed restrictions. We accept ANY approved service related animal. To view our restrictions and awesome screening process please visit: https://365rentalhomes.petscreening.com
Please choose from the following*
# of pets we will consider
Types of pets we will consider? (dogs, cats, birds, ferrets, horses etc)
Dog weight limit per pet we will consider? (25#, 45#, 60# etc)
Does your homeowners insurance policy allow pets? Please verify with them. If there are breed restrictions listed on your policy please list them here. Please note that this does not include service related animals, they cannot be denied even if insurance does not cover pets.

Owner will consider section 8 Program?*

YesNo
Please consent to receive your 1099s Electronically (secured email)*

Yes, Please send my 1099 electronically
Thank you for choosing us to manage your property! Let us know how we are doing so far.*
How did you hear about us?*
Person completing this form (type name)*
Owner #1 signature*

Clear
Owner #2 Signature

Clear
Should be Empty:

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New Property On-boarding Form

All about your Property

Utilities Info

PETS