OWNER/PROPERTY/TENANT INFORMATION
Please fill out the Owner/Property/Tenant information below completely and to the best of your knowledge so
we may efficiently begin your account setup process. The detailed and accurate information you provide will
help us manage your property to the full extent of our ability. Be sure to let us know if there is anything you
are not clear on, or need further clarification with. We are here to help! If you don’t know the answer to any of
the information requested, please notate with a question mark (?) on the form.
OWNER #1 INFORMATION
First Name:
Middle Name:
Last Name:
Name of LLC or LLP (If Applicable):
Date Of Birth: _____/_____/_____
Social Security Number: _______ - _______ - _______
Drivers License Number:
Email:
Cell Phone:
Home Phone:
Work Phone:
Preferred Contact Method? ☐ Cell Phone ☐ Home Phone ☐ Work Phone ☐ Email ☐ Text Message
Owners Home Address:
City:
State:
Zip Code:
OWNER PREFERENCES
We communicate with you at the level at which you wish to be involved. What is your preferred amount of
communication/involvement between us and you while we manage your property and its tenants? We will do
our best to meet your expectations. Check which description best suits you....
o Hands On Owner - You wish to be informed/involved in every single decision/action from big to
small concerning your property and it’s occupants. We will involve you in all decisions/actions taken
and acquire prior approval when applicable.
o Average Joe Owner – You trust us to use our best discretion. You want us to handle the normal
everyday type stuff behind the scenes and keep you unburdened by its stress. We will keep you in the
loop on matters of importance but not in excess.
o Turn Key Owner – You hired us because you don’t want to be bothered with all the little stuff. We
will only involve you if it’s absolutely necessary and/or because of needed repairs/maintenance in
excess of the Lease mandated $300.
NOTE: Regardless of type, property specific information, rent, expenses, and etc are always fully accessible
within the owner’s portal/account 24/7.
Tenant Selection:
o I Want to be involved in approving/denying tenants.
o I Do Not Want to be involved in approving/denying tenants.
Property Maintenance/Repairs:
o I want Management to schedule/handle all work performed.
o I want Management to schedule/handle all the work but request My Vendors be used (list in OTHER
VENDORS section below).
o I Will do the work myself and/or schedule my vendors do the work on my behalf.
SPOUSE/PARTNER INFORMATION
First Name:
Middle Name:
Last Name:
Date Of Birth: _____/_____/_____
Social Security Number: _______ - _______ - _______
Drivers License Number:
Email:
Cell Phone:
Home Phone:
Work Phone:
OWNER #2 INFORMATION
First Name:
Middle Name:
Last Name:
Name of LLC or LLP (If Applicable):
Date Of Birth: _____/_____/_____
Social Security Number: _______ - _______ - _______
Drivers License Number:
Email:
Cell Phone:
Home Phone:
Work Phone:
Preferred Contact Method? ☐ Cell Phone ☐ Home Phone ☐ Work Phone ☐ Email ☐ Text Message
Owners Home Address:
City:
State:
Zip Code:
NOTE: Owner #2 (if applicable) receives the same level of involvement/communication as that of Owner #1
SPOUSE/PARTNER INFORMATION
First Name:
Middle Name:
Last Name:
Date Of Birth: _____/_____/_____
Social Security Number: _______ - _______ - _______
Drivers License Number:
Email:
Cell Phone:
Home Phone:
Work Phone:
PROPERTY INFORMATION
Subdivision/Complex Name:
Street Address:
Unit #:
City:
State:
Zip Code:
Property Type: ☐ House ☐ Apt ☐ Studio ☐ Condo ☐ Townhome ☐ Duplex ☐ Triplex ☐ 4-8 Units
Year Built:
Lot Size:
Square Feet:
How many stories is the unit? ☐ 1 ☐ 2 ☐ 3
Is the unit upstairs/downstairs? ☐ Up ☐ Down
Is the unit attached/detached? ☐ Attached ☐ Detached
School District:
Is the property currently for sale? ☐ Yes ☐ No ... If yes, listing agent’s phone? ________________________
Do you have a website for the property? ☐ Yes ☐ No ... http://www._________________________________
Has a death occurred in the property within the last 3 years? ☐ Yes ☐ No … If yes, why/how? ____________
________________________________________________________________________________________
What are your long term plans for this property? _________________________________________________
________________________________________________________________________________________
REMOTES/CODES/KEYS
KEYS
Keys needed for (check all that apply)? ☐ Property ☐ Mailbox ☐ Pool ☐ Storage ☐ Other _____________
SECURITY SYSTEM
Security System Name:
Security Code:
Company:
Phone #:
If the alarm goes off is the company alerted? ☐ Yes ☐ No … If yes, what’s the password? ______________
GARAGE DOOR/OPENER
Is the garage door motorized? ☐ Yes ☐ No
Model:
Number of motorized garage doors? ☐ 1 ☐ 2 ☐ 3 ☐ 4
Number of remotes? ☐ 1 ☐ 2 ☐ 3 ☐ 4
Is there a keypad on the outside of the garage? ☐ Yes ☐ No … If yes, what’s the code? _________________
SECURITY GATE
Is the property in a gated community? ☐ Yes ☐ No
Gate Code:
Number of remotes? ☐ 1 ☐ 2 ☐ 3
MAILBOX
Does the mailbox require a key? ☐ Yes ☐ No
Mailbox location?
Mailbox #:
GARAGE/PARKING/DRIVEWAY
Is there a garage? ☐ Yes ☐ No
What size garage? ☐ 1-car ☐ 2-car ☐ 3-car ☐ 4-car
Is the garage attached? ☐ Yes ☐ No
Are there remote openers? ☐ Yes ☐ No … If so, how many? _____
Is there a carport? ☐ Yes ☐ No
Is the carport covered? ☐ Yes ☐ No
Is there RV parking? ☐ Yes ☐ No
Are there any assigned parking spaces? ☐ Yes ☐ No … Covered? ☐ Yes ☐ No … How many? _____
Driveway: ☐ Paved ☐ Unpaved ☐ Gravel ☐ Combination
Is parking in driveway allowed? ☐ Yes ☐ No
Additional parking info:
ROOMS
Bedrooms: ☐ 1 ☐ 2 ☐ 3 ☐ 4
Bathrooms: ☐ 1 ☐ 1.5 ☐ 2 ☐ 2.5 ☐ 3 ☐ 3.5 ☐ 4
Additional Rooms (check all that apply): ☐ Living Room ☐ Family Room ☐ Loft ☐ Den ☐ Sitting Room
☐ Bonus Room ☐ Office ☐ Great Room ☐ Sunroom ☐ Wine Cellar ☐ Laundry Room
Dining info (check all that apply): ☐ Dining room ☐ Formal dining room ☐ Breakfast nook
KITCHEN
Check all that apply: ☐ Refrigerator ☐ Microwave ☐ Dishwasher ☐ Garbage Disposal ☐ Stovetop ☐
Oven ☐ Range (stovetop/oven combo) ☐ Island ☐ Trash Compactor ☐ Granite Countertops
Additional Kitchen Info:
PROPERTY AMENITIES/ATTRIBUTES
Property Amenities (Check all that apply): ☐ Patio ☐ Deck ☐ Balcony ☐ Fireplace ☐ Dock ☐ Wetbar
☐ Skylights ☐ Newly Remodeled ☐ Blinds/Drapes ☐ Ceiling Fan ☐ Wine Cellar ☐ Laundry Room
☐ Vaulted Ceilings ☐ Media Center ☐ Whirlpool Tub ☐ Spa/Jacuzzi ☐ Sauna ☐ Pool ☐ Alarm System
☐ Air Conditioner ☐ Water Softener ☐ Other __________________________________________________
Community Amenities (Check all that apply): ☐ Park/Playground ☐ Clubhouse ☐ Fitness Center
☐ Walking Trails ☐ Golf Course ☐ Spa/Jacuzzi ☐ Sauna ☐ Pool ☐ Tennis Court ☐ BBQ ☐ Laundry
Facilities
Location (Check all that apply): ☐ Mountain Views ☐ Ocean View ☐ Historic District ☐ Lake Front ☐
Ocean Front ☐ Gated Community
Exterior Walls: ☐ Aluminum Siding ☐ Wood Siding ☐ Stucco ☐ Other
Roof Composition: ☐ Asphalt Shingles ☐ Wood Shake ☐ Clay Tile ☐ Slate ☐ Concrete Tile ☐ Metal
Roof ☐ Hot Mop
Basement ☐ Yes ☐ No … If yes ☐ Finished ☐ Unfinished
Crawl space? ☐ Yes ☐ No
Fireplace? ☐ Yes ☐ No … Type: ☐ Gas ☐ Electric ☐ Wood Burning … Location? ___________________
Washer/Dryer hookups? ☐ Yes ☐ No … Location? ______________________ … Type? ☐ Gas ☐ Electric
Washer/Dryer in unit? ☐ Yes ☐ No … Who is responsible for maintaining? ☐ Owner ☐ Tenant
Handicap Accessible? ☐ Yes ☐ No
Security System? ☐ Yes ☐ No
Smoke Detectors? ☐ Yes ☐ No
Carbon Monoxide Detectors? ☐ Yes ☐ No
Automatic Sprinklers? ☐ Yes ☐ No … If yes, where is the control panel located? ______________________
FLOORING
Interior Flooring (Check all that apply):
☐ Carpet Location(s) ______________________________________________________________________
☐ Vinyl Location(s) _______________________________________________________________________
☐ Laminate Location(s) ____________________________________________________________________
☐ Tile Location(s) ________________________________________________________________________
☐ Hardwood Location(s) ___________________________________________________________________
☐ Concrete Location(s) ____________________________________________________________________
☐ Travertine Location(s) ___________________________________________________________________
COOLING/HEATING
Cooling: ☐ N/A ☐ Central ☐ Wall/Window Unit ☐ Other: _________________________________
Heating: ☐ Central ☐ Wall Heater ☐ Other: _____________________________________________
YARD/OUTSIDE
Backyard? ☐ Yes ☐ No … Fenced? ☐ Yes ☐ No
Front yard? ☐ Yes ☐ No … Fenced? ☐ Yes ☐ No
Automatic Sprinklers? ☐ Yes ☐ No … If Yes, location of control panel? ____________________________
UTILITIES/APPLIANCES/VENDORS
Appliances included for Tenant use (Check all that apply): ☐ Washer/Dryer ☐ Refrigerator ☐ Microwave ☐
Dishwasher ☐ Garbage Disposal ☐ Stovetop ☐ Oven ☐ Range (stovetop/oven combo)
WATER
☐ Owner Pays ☐ Tenant Pays
Water Source: ☐ Public Utility ☐ Private Well
Billing is currently in owner’s name? ☐ Yes ☐ No
Billing is currently in tenant’s name? ☐ Yes ☐ No
Main water shut off location?
Is the water currently on? ☐ Yes ☐ No
Water Company Name:
Payment Address:
Payment Amount: $
Payment Due Date:
Account #:
SEWER/SEPTIC
☐ Owner Pays ☐ Tenant Pays
Is there a septic system ☐ Yes ☐ No
When was the septic last pumped/emptied?
Septic Service Company Name:
Phone:
POWER (ELECTRICITY/GAS)
☐ Owner Pays ☐ Tenant Pays
Billing is currently in owner’s name? ☐ Yes ☐ No
Billing is currently in tenant’s name? ☐ Yes ☐ No
Fuse Box location?
Is the power currently on? ☐ Yes ☐ No
Main gas shut off location?
Is the gas currently on? ☐ Yes ☐ No
Power Company Name:
Phone #:
Payment Address:
Payment Amount: $
Payment Due Date:
Account #:
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