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.
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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.
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Owner Information
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email Address
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Tax Information
You can find the blank W-9 below.
Please upload W-9 below.
*
Browse Files
Drag and drop files here
Choose a file
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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
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Property Information:
Please fill out the information about your property that you want us to manage. Please click Next>
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Property Information
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Is the property owned by a person or a company?
*
Please Select
Person
Company
Name of ALL the owners on the title
*
Is the property occupied?
*
Please Select
Yes, by the owner
Yes, by the tenants
No, it is vacant
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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 Name
Last Name
Tenant 1 Phone Number
*
Please enter a valid phone number.
Tenant 1 Email
*
example@example.com
Tenant 2 Name
First Name
Last Name
Tenant 2 Phone Number
Please enter a valid phone number.
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.
Did the tenant pay a security deposit or non-refundable move-in fee?
*
Yes, my tenant paid the security deposit
Yes, my tenant paid non-refundable move-in
I'm not sure if paid either
Current Lease Agreement
*
Browse Files
Drag and drop files here
Choose a file
Upload the leasing contract
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Is the tenant current on their payments or behind?
*
Current on payments
Behind on payments
If behind on payments, please provide the balance amount here.
Do the tenants have pets?
*
Yes, the tenants have pets.
No, the tenants do not have pets.
I'm not sure if the tenants have pets.
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Property Information
Type of a property
*
Single Family
Townhouse
Multi-Family
Condo
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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
*
Overall Condition:
*
Excellent
Good
Fair
Poor
Renovations/Upgrades (if any):
*
Property Description:
*
(Please provide a brief description of the property, including any notable features or recent improvements.)
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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
*
Overall Condition:
*
Excellent
Good
Fair
Poor
Renovations/Upgrades (if any):
*
Property Description:
*
(Please provide a brief description of the property, including any notable features or recent improvements.)
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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
*
Overall Condition:
*
Excellent
Good
Fair
Poor
Is there an existing mortgage on the property?
*
Please Select
YES
NO
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?
*
Please Select
YES
NO
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.)
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Condo 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:
*
How long have you owned your condo unit?
*
Number of Bedrooms
*
Total Square Footage
*
Overall Condition:
*
Excellent
Good
Fair
Poor
Is there an existing mortgage on the property?
*
Please Select
YES
NO
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?
*
Please Select
YES
NO
If yes, please provide details:
Which of the following amenities are available? (Check all that apply)
*
Swimming pool
Fitness center
Clubhouse
Tennis courts
Walking trails
Other
Others (please specify):
Renovations/Upgrades (if any):
*
Property Description:
*
(Please provide a brief description of the property, including any notable features or recent improvements.)
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Property Information
Who is currently managing the property?
*
Please Select
No one. It is owner-occupied
No one. It is vacant
By the owner
By another property management company/another person
Serene Property Management
Does the property have an association?
*
Please Select
YES
NO
Does the property have carpet?
*
Please Select
YES
NO
I don't remember
Where is the water shut off valve?
*
When will the property be vacant and ready for a photos shoot/tenant?
*
/
Month
/
Day
Year
Date
Where is the key to the property?
*
Please Select
In a lockbox by the property.
The owner will give it to the property manager.
Someone else will give it to the property manager.
The property has an electric lock.
No keys are available.
Please list all the repairs that are required that you know of, including violations.
*
When was the last time the furnace got serviced?
*
Please Select
More than 12 months ago.
Less than 12 months ago.
I'm not sure.
Do you allow pets? We generally recommend to allow pets.
*
Please Select
YES
NO
When was the last time the AC got serviced?
*
Please Select
More than 12 months ago.
Less than 12 months ago.
I'm not sure/not available.
When was the last time the dryer duct got serviced?
*
Please Select
More than 12 months ago.
Less than 12 months ago.
I'm not sure/not available.
Please pick a professional cleaning option below.
*
Please Select
I will arrange a professional cleaning.
I want a property management company to arrange the professional cleaning.
It is occupied by tenants. No need for cleaning right now.
Does the mailbox have a number?
*
Please Select
YES
NO
Is the property in flood zone?
*
Please Select
YES
NO
I'm not sure
Was the property built before 1978?
*
Please Select
YES
NO
Do you have more units you want us to manage?
*
Please Select
YES
NO
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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.
Browse Files
Drag and drop files here
Choose a file
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Home Warranty
Does the property has a home warranty?
*
Please Select
YES
NO
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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?
*
Please Select
YES
NO
I am not sure. I want to know more about this.
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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>
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Contractor Information
Do you have a contractor that you prefer us to use?
*
Please Select
YES
NO
Provide the name and contact number of the preferred contractors
Name - 0000000000
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Why did you decide to hire us?
*
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Payment Processing
My Products
*
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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
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Payment Details
First Name
Last Name
Credit Card Number
Security Code
Card Expiration
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Schedule Your Virtual Meeting With Us!
*
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If you have any other questions, comments or concerns, please fill out below.
*
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