Serene PM New Owner Onboarding

Serene PM New Owner Onboarding

Welcome to Serene PM New Owner Onboarding! We are delighted to have you join our community of property owners dedicated to achieving peace of mind and success in property management. This onboarding form is designed to ensure a smooth and efficient transition as you embark on this exciting journey with us.

Owner Information:

Please fill out your information, property information, and if available, tenant’s information by clicking Next > below. If the information is not available, just put N/A.

Owner Information
Name*

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Tax Information
You can find the blank W-9 below.
Please upload W-9 below. *

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Emergency contact

In case of an emergency or when the owner can not be reached to make a decision, who should I contact?
Name 1*
Phone number 1*
Email 1*
Name 2
Phone number 2
Email 2

Property Information:

Please fill out the information about your property that you want us to manage. Please click Next>

Property Information
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Is the property owned by a person or a company?*
Name of ALL the owners on the title*
Is the property occupied?*

Tenant's Information

At Serene Property Management, we are dedicated to providing an exceptional experience for both property owners and tenants. Please provide the following your Tenant's information below.
Tenant 1 Name*

First NameLast Name
Tenant 1 Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Tenant 1 Email*
example@example.com
Tenant 2 Name

First NameLast Name
Tenant 2 Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Tenant 2 Email
example@example.com
Tenant Demographics:*
Please briefly describe the typical tenant demographics (e.g., families, seniors, students, etc.).
How much is your Tenant's average monthly rental?*
Provide the average monthly rent for a unit within the property.
Yes, my tenant paid the security depositYes, my tenant paid non-refundable move-inI'm not sure if paid either
Current Lease Agreement*

Upload the leasing contract
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Current on paymentsBehind on payments
If behind on payments, please provide the balance amount here.
Yes, the tenants have pets.No, the tenants do not have pets.I'm not sure if the tenants have pets.

Property Information
Single FamilyTownhouseMulti-FamilyCondo

Single-Family Property Information

This form will help us gather the necessary details to accurately describe and assess the property. Please fill out the following questions to the best of your knowledge.
Year Built*
Number of Bedrooms*
Total Square Footage*
ExcellentGoodFairPoor
Renovations/Upgrades (if any):*
Property Description:*
(Please provide a brief description of the property, including any notable features or recent improvements.)

Multi-Family Property Information

This form will help us gather the necessary details to accurately describe and assess the property. Please fill out the following questions to the best of your knowledge.
Property Unit Number:*
Number of Units:*
Indicate the total number of housing units within the property.
Current Occupancy*
Specify the number/s of occupied units within the property.
Total Square Footage each unit/property*
ExcellentGoodFairPoor
Renovations/Upgrades (if any):*
Property Description:*
(Please provide a brief description of the property, including any notable features or recent improvements.)

Townhouse Property Information

This form will help us gather the necessary details to accurately describe and assess the property. Please fill out the following questions to the best of your knowledge.
Property Unit Number:*
Year Built*
Number of Bedrooms*
Number of Bathrooms:*
Total Square Footage*
ExcellentGoodFairPoor
Is there an existing mortgage on the property?*
If yes, please provide the mortgage lender's name and contact information in the next.
Ex. John Smith - 11111111111
Are there any outstanding property tax assessments or liens on the property?*
If yes, please provide details:
Renovations/Upgrades (if any):*
Property Description:*
(Please provide a brief description of the property, including any notable features or recent improvements.)

Property Information
Who is currently managing the property?*
Does the property have an association?*
Does the property have carpet?*
Where is the water shut off valve?*
When will the property be vacant and ready for a photos shoot/tenant?*

MonthDayYear
Date
Where is the key to the property?*
Please list all the repairs that are required that you know of, including violations.*
When was the last time the furnace got serviced?*
Do you allow pets? We generally recommend to allow pets.*
When was the last time the AC got serviced?*
When was the last time the dryer duct got serviced?*
Please pick a professional cleaning option below.*
Does the mailbox have a number?*
Is the property in flood zone?*
Was the property built before 1978?*
Do you have more units you want us to manage?*

Property Insurance
Please upload your property insurance below. Please make sure that "Serene PM" is listed as "Additional insured." If not, please update it and provide it once you have it.

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Home Warranty
Does the property has a home warranty?*

Listing
When it's time to list the property for rent, you have an option to list it on the "private listing." This will allow you to market to other brokers as "coming soon" rental. You have an option NOT to show it. Will you allow private listing?*

Contractor

Fill this section if you have a contractor that you want us to use. Filling this out does NOT guarantee that we will use the contractorClick Next>

Contractor Information
Do you have a contractor that you prefer us to use?*
Provide the name and contact number of the preferred contractors
Name - 0000000000

Why did you decide to hire us?*

Payment Processing

My Products*

Property Management Setup Fee

Our Serene PM Setup Fee is a one-time, transparent charge that covers the initial costs associated with setting up your property and a worry-free property management experience. We are dedicated to maximizing the potential of your property, ensuring it remains a valuable asset for years to come.

$295.00 Quantity

Total

$0.00

Payment Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

Schedule Your Virtual Meeting With Us!

If you have any other questions, comments or concerns, please fill out below.*
Should be Empty:

Serene PM New Owner Onboarding

Owner Information:

Owner Information

Tax Information

Emergency contact

Property Information:

Property Information

Tenant's Information

Property Information

Single-Family Property Information

Multi-Family Property Information

Townhouse Property Information

Condo Property Information

Property Information

Property Insurance

Home Warranty

Listing

Contractor

Contractor Information

Payment Processing

Schedule Your Virtual Meeting With Us!