Owner & Property Intake Form
This form collects detailed property, system, and management preference information to allow PADfolio to manage your property efficiently and in accordance with your expectations.This intake form is for operational setup purposes only and does not modify any tenant lease or legal agreement.
RENTAL OWNER INFORMATION
Owner Name:
*
Owner Name:
Primary Mailing Address:
*
Primary Phone:
*
Format: (000) 000-0000.
Primary Email
*
example@example.com
Authorized Secondary Email Address:
example@example.com
Authorized Secondary Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
PROPERTY OVERVIEW & PREFERENCES
Rental Property Information
Estimated Rental Listing Start Date:
-
Month
-
Day
Year
Date
Rental Property Address:
*
Property Type:
Single-Family Detached
Townhome
Condo
Other
Year Built:
Square Footage:
# of Bedrooms:
# of Bathrooms:
Pet Policy
Please Select
Pets Ok
No Pets
Bear in mind, approximately 75% of the rental market own pets.
HOA / Condo Association:
No
Yes
HOA Name:
HOA Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
HOA Email
example@example.com
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CURRENT OCCUPANCY STATUS
Current Status:
*
Vacant
Occupied by Tenant
Owner Occupied
Upload Existing Tenant(s) Lease Agreement (if applicable)
Browse Files
Drag and drop files here
Choose a file
Please include all pages in the existing Tenant Lease Agreement
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UTILITIES & FUEL TYPES
Please list provider and payment responsibility.
Electric Utility Provider:
Electric Paid By:
Owner
Tenant
Gas Utility (if applicable):
Gas Paid By:
Owner
Tenant
Trash/Recycle Provider:
Trash Paid By:
Owner
Tenant
Sewer:
Municipal (City)
Septic
Other
Sewage Paid By:
Owner
Tenant
Sewer Provider:
If Municipal sewer, who is the provider
Septic Last Service (if applicable):
Water:
Municipal (City)
Well
Other
Water Paid By:
Owner
Tenant
Water Provider (if Municipal):
All Fuel Types used at Property (all that apply):
Electric
Natural Gas
Propane (more details below)
Fuel Oil (more details below)
Other
Fuel Oil Supplier (if applicable)
Fuel Oil Tank Location (if applicable)
Propane Supplier (if applicable)
Propane Tank Location (if applicable)
MAJOR SYSTEMS & EQUIPMENT
HVAC System (A/C and Heater)
Furnace
Heat Pump
Boiler
Mini-Split
Other
HVAC Fuel:
Gas
Electric
Other
HVAC Age or Install Year:
HVAC Last Service Date (if known):
Water Heater Type
Tank
Tankless
Other
Water Heater Fuel:
Gas
Electric
Other
Water Heater Age or Install Year:
Electrical Panel (Breaker Box) Location:
Where is your breaker box?
Electrical Panel Amperage (if known):
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APPLIANCES (IF PROVIDED WITH PROPERTY)
Please list brand/model if known.
Refrigerator Brand:
Dishwasher Brand:
Microwave Brand:
Washer Brand:
Dryer Brand:
Dryer Fuel:
Gas
Electric
Range / Oven Brand:
Range / Oven Fuel:
Gas
Electric
Other Appliances or Systems:
SOLAR / RENEWABLE ENERGY (IF APPLICABLE)
Solar Installed:
No
Yes
If yes: System Type:
Rooftop
Ground-Mounted
Solar Ownership:
Owned
Leased
Solar Installer / Provider:
Solar Inverter Location:
Solar Monitoring Access / Login Info (if available):
ACCESS, SECURITY & CONTROLS
# of Keys Providing:
Recommend 2 sets of keys
Smart Door Locks / Keypads:
No
Yes
Door Code or access details
Access Code
Garage Access:
None
Remote
Keypad
Other
Garage Keypad Code or access details:
Alarm System:
No
Yes
Alarm Company Provider:
Alarm Codes / Instructions:
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Main Utility Shut-Off
In case of emergencies, where can your main systems be shut-off
Water Shut-Off Location
Where do the main water pipes enter your property
Gas Shut-Off Location
Where is your fuel shut-off location
Electric Shut-Off Location
Main breaker box or a separate main shut-off location
MAINTENANCE PREFERENCES CONTRACTORS (BY TRADE)
Please list any vendors you prefer PADfolio to contact first
Who would you like to service your systems first in case of repairs:
Rows
Company Name
Company Phone
Company Email
Company Website
Active Warranty Plans (Yes/No)
HVAC (A/C and Heater)
Plumbing
Electrical
Handyman / General Repairs
Landscaping
Pest Control
Roofing
Other (Pool, Spa, Chimney)
HOMEOWNER INSURANCE
Owner Insurance Carrier
Homeowner Policy Number
ADDITIONAL NOTES
Please provide anything else we should know about the property, tenant(s), or your expectations
Any special rules for the property (parking, trash days, HOA rules, etc.)
OWNER ACKNOWLEDGMENT
I confirm that the information provided above is accurate to the best of my knowledge and authorize PADfolio to manage the property based on these details and preferences, subject to the executed management agreement.
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