Property Owner Intake

Please answer only the questions that apply to your home.
Leave blank any questions that do not apply or you don’t know the answer.

Please complete the form on a computer and avoid using a mobile device.
Please Make sure to click the Submit Button on Last Page (page 9)

"*" indicates required fields

Step 1 of 11

Owner(1) Name*

This is will be the primary point of contact for most matters.

First Last

Tax ID (Social Security # or EIN #)*

Social Security Number*

Ownership Percentage*

Owner(1) Email*

Cell Phone*

Owner consents to receiving text message at this number*

Yes

Monthly Distribution Percentage*

Taxable Percentage*

Owner 1 Photo ID (Government issued)*

Max. file size: 64 MB.

Owner(2) Name

First Last

Tax ID

Social Security Number

Ownership Percentage

Owner(2) Email

Cell Phone

Owner consents to receiving text message at this number

Yes

Monthly Distribution Percentage

Taxable Percentage

Owner 1 Photo ID (Government issued)

Max. file size: 64 MB.

Owner(1) Mailing Address*

Owner(2) Mailing Address

Owner of Record of the Property (Found on County Property Appraiser Site)*

*As it reflects on county records.

If trustee, please provide us a copy of the trust document

Max. file size: 64 MB.

Rental Property Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

When is the property ready for professional photography?*

MM slash DD slash YYYY

Market Ready Date:*

MM slash DD slash YYYY

Available for Showing Date:

MM slash DD slash YYYY

Would you consider lease to own?

Yes

Other

Is it currently Occupied?*

Yes

Other

Currently occupied by

Owner

Tenant

Other

When will it be vacated/available for occupancy?

MM slash DD slash YYYY

Are you interested in*

Placement Only (Find me a tenant)

Management( I have a tenant, but need you to Manage)

Both (Placement and Management)

Placement for now (haven't decided on management)

HOA

Is there an HOA?*

Yes

HOA Company Name*

HOA Contact Name*

HOA Contact Phone Number*

HOA Contact Email*

HOA Address*

HOA Website

Please provide us a copy of the Covenants and Restrictions and Rules and Regulations documentation(if any).

Max. file size: 64 MB.

HOA COMMUNITY AMENITIES INFORMATION

Is there a neighborhood gate?*

Yes

What type of gate access is required or available to enter?*

Enter Code

Remote

Fob

Vehicle Sticker

Security Guard

Other

Specify Other:*

Gate Code*

Cost Per Remote

Cost Per Fob

Cost Per Vehicle Sticker

If Security Guard, Please Provide Instructions:

If Vehicle Sticker, Please Provide Instructions:

Does the HOA have restrictions on Number of Vehicles?

Yes

Number of Vehicles Allowed per Unit

Does the HOA require all vehicles to be registered to the property address?

Yes

Does HOA require the documentation that the vehicle has been registered to the property address?

Yes

Other

Does the HOA have restrictions on parking Work Vehicles at the property?

Yes

Describe restriction on Work Vehicles:

Are Access Keys/Fobs required for community ammenities?*

Yes

Other

What type of Community Amenities Access is required or available to enter?

Enter Code

Remote

Fob

Key

What is the HOA Access Code?*

Cost per Remote

Cost per Fob

Cost per Key

Satellite Dish:

Already Installed

Approved, at Tenant’s Expense

Not Allowed

Other

Does the HOA have guidelines regarding the installation location?

Yes

What are the guidelines?

Clubhouse

Included in Rent

Tenant's Expense

N/A

Other

Clubhouse Monthly Cost

Tennis Courts

Included in Rent

Tenant's Expense

N/A

Other

Tennis Courts Monthly Cost

Swimming Pool

Included in Rent

Tenant's Expense

N/A

Other

Swimming Pool Monthly Cost

Golf Course

Included in Rent

Tenant's Expense

N/A

Other

Golf Course Monthly Cost

Playground

Included in Rent

Tenant's Expense

N/A

Other

Playground Monthly Cost

HOA TENANT AND PET APPROVAL PROCESS

Does HOA have a tenant approval Process?*

Yes

Other

Who is required to fill out an application?

Each Individual over 18 yrs to reside in the property

One Application per Household

Other

How long does the HOA require to approve tenant?

HOA Application Fee per Person

Application Fee per Household

Does HOA require a tenant security deposit?

Yes

Other

How much is the tenant security deposit?

Tenant Security Deposit is paid by:

Tenant

Landlord

Other

Does the HOA allow pets?*

Yes

Other

Does the HOA have restrictions on Number of Pets?

Yes

Does the HOA have any additional Pet restrictions?

Yes

Describe Pet restrictions:

Does the HOA Allow short term rentals?

Yes

Other

What is the minimum # of months for short term rentals?

PROPERTY MANAGEMENT INFORMATION

Is there currently a property management company in place?

Yes

Other

Property Management Company Name:*

Property Management Contact Phone:*

Property Management Contact Name:

Property Management Contact Email:

Property Management Website:

Property Management Address:

PROPERTY DETAILS

Type of Property

Single Family House

Townhome

Condo

Duplex

Villa

Other

How many stories?

1 Story

1.5 Story

2 Story

3 Story

Multi-Level

Master Bedroom on which floor:

Number of Bedrooms:

Number of Bathrooms:

Square Footage:

Year Built:

Garage Code

Door Code

What type of Parking?

Garage

Carport

Driveway

Community Parking Garage

Guest Parking

# of Garage Spaces

# of Carport Spaces

# of Driveway Spaces

Location and Number of Guest Parking

Auto Garage Opener?

Yes

What make/model?

Laundry Feature

Common Area

Corridor Access

Electric Dryer Hookup

Gas Dryer Hookup

In Garage

In Kitchen

Inside

Laundry Chute

Laundry Closet

Laundry Room

None

Other

Outside

Upper Floor

Washer Hookup

Is there a swimming pool?

Yes

Check all that apply:

Community Pool

Private Pool

Type of pool:

Above-ground

In-ground

Pool maintenance:

By Tenant

By Landlord

Other

Is there a fireplace?

Yes

Type of Fireplace?

Gas

Gas Logs

Wood Burning

Propane

# of Fireplaces

Location(s) of Fireplace

Are there smoke detectors?

Yes

Smoke Detector Location(s):

Carbon Monoxide Detectors:

Yes

Carbon Monoxide Detector Location:

Manufacturing Date of Detectors: (Found on the back of the detector)

(FYI Most expire 7-10 years after manufacturing and will need to be replaced.)

Is there an irrigation system?

Yes

N/A

Source of Water Used for Irrigation

City Water

Well

Reclaimed

Lake

Other

Is there an alarm system?

Yes

N/A

Is it currently monitored?

Yes

Cost to monitor:

Please Provide Access Info:

Are there hurricane devices?

None

Hurricane Shields/Panels

Hurricane Boards w/ 2x4s or Clips

Is the backyard fenced in?

Yes

Other

Mailbox #:

Mailbox Location:

Is there a key to the mailbox?

Yes

When was the last time the home was treated for pest?

Who was the provider who treated the home? Please provide the Name, Phone Number, and Email (if available)

Do you allow short term rentals?

Yes

Other

What is the minimum # of months you'd allow for short term rental?

PETS

Per federal fair housing laws, landlords may not prohibit a service animal or emotional support animal from living in any rental unit. Landlords may not charge extra pet rent or pet security deposits or apply other pet policy rules such as breed and/or weight restrictions in this case.

Do you want to allow pets other than service animals?*

Yes

Other

Are Cats Allowed?

Yes

Are Dogs Allowed?

Yes

Is there a weight limit?

Yes

Weight limit:

Are there breed restrictions?

Yes

Other

Please list specific breeds to be excluded:

SMOKING OR VAPING

Will tenants be allowed to smoke or vape on the premises?

Yes

Check all that apply:

Smoking

Vaping

Check all that apply:

Inside the unit

Outside the unit

Designated smoking areas

APPLIANCES & UTILITIES

Furnishings:

Furnished

Unfurnished

Optional

Other

Range

Electric

Gas

Oven

Electric

Gas

Gas Oven Type:

Convection

Double

Check all appliances staying with the property:

Refrigerator

Dishwasher

Microwave

Garbage Disposal

Washing Machine

Dryer

Stackable W/D

Washer/Dryer Connections Only

Dryer type:

Electric

Gas

Location of Washer/Dryer Connections:

Water Heater:

Gas

Electric

Tankless

What Size (Gallons):

Where is the water heater located?

Air Conditioning:

Central

Dual Zone

Tri-Zone

Window Unit

Air Filter (size & location)

Heat:

Hot Water

Baseboard

Dual Zone

Tri-Zone

Forced Air

Other

Heat Pump Fuel Source:

Electric

Natural Gas

Propane

Oil

Sewer:

City Sewer

Septic Tank

Other

Date last time septic was cleaned out?

Water:

City Water

County Water

Individual Well

Other

Location of Water Shut Off to House:

Location of Electrical Panel:

UTILITY COMPANIES AND VENDORS

Please List Service Providers

Electric Provider Name

Electric Provider Phone:

Average Monthly Cost:

Electric Paid By:

Tenant

Landlord

Other

Is the electric currently active at the property?

Yes

Location of the Meter

Water Provider Name

Water Provider Phone:

Average Monthly Cost:

Water Paid By:

Tenant

Landlord

HOA

Other

Is the water currently active at the property?

Yes

Location of Main Water Valve / Meter:

Location of Emergency Shut-off Water Valve:

Gas Provider Name

Gas Provider Phone:

Location of Main Gas Valve:

Gas Paid By:

Tenant

Landlord

Other

Is the Gas currently active at the property?

Yes

Propane Provider Name

Propane Provider Phone:

Location of the Propane tank:

Propane Paid By:

Tenant

Landlord

Other

Size of the Propane Tank:

Location of the Propane Shut-Off Valve:

Trash Provider Name

Trash Provider Phone:

Monthly Cost:

Trash Paid By:

Tenant

Landlord

HOA

Other

Service Days

Are canisters provided?

Pick up location:

Curb Side

Valet Pick up

Dumpster

Other

Recycling Provider Name

Recycling Provider Phone:

Monthly Cost:

Recycling Paid By:

Tenant

Landlord

HOA

Other

Service Days

Are canisters provided?

Pick up location:

Curb Side

Valet Pick up

Dumpster

Other

Internet Provider Name

Internet Provider Phone:

Average Monthly Cost:

Internet Paid By:

Tenant

Landlord

HOA

Other

How will tenant access the Internet/Wifi:*

Service Days

Cable Provider Name

Cable Provider Phone:

Average Monthly Cost:

Cable Paid By:

Tenant

Landlord

HOA

Other

Service Days

Satellite Provider Name

Satellite Provider Phone:

Average Monthly Cost:

Satellite Paid By:

Tenant

Landlord

Other

Service Days

Is there an alarm system?

Yes

Is it currently monitored? ?

Yes

Cost to Monitor?

Alarm Provider Name

Alarm Provider Phone:

Average Monthly Cost:

Alarm Paid By:

Tenant

Landlord

Other

Service Days

Provide Access Information and Instructions for reprogramming

Pest Control Provider Name

Pest Control Provider Phone:

Average Monthly Cost:

Pest Control Paid By:

Tenant

Landlord

HOA

Other

Service Days

Pest Control - Last Treatment Date

Do you have a contract for pest treatment?

Yes

How often are the treatments?

Lawn Cutting Provider Name

Lawn Cutting Provider Phone:

Average Monthly Cost:

Lawn Cutting Paid By:

Tenant

Landlord

HOA

Other

Service Days

Lawn Treatment Provider Name

Lawn Treatment Provider Phone:

Average Monthly Cost:

Lawn Treatment Paid By:

Tenant

Landlord

HOA

Other

Service Days

Does the property have a private pool?

Yes

Does the property have a pool service provider?

Yes

Pool Service Provider Name

Pool Service Provider Phone:

Monthly Cost:

Pool Service Paid By:

Tenant

Landlord

Other

Service Days

Water Softener Provider Name

Water Softener Provider Phone:

Water Softener Monthly Cost:

Water Softener Paid By:

Tenant

Landlord

HOA

Other

Service Days

Other Provider Name

Other Provider Phone:

Average Monthly Cost:

Paid By:

Tenant

Landlord

HOA

Other

Service Days

HOME WARRANTY

Do you have a home warranty in place?

Yes

Company Name:

Company Phone:

Account Number:

Service Call Charge Amount:

Website for Work Orders

Website for Warranty Request

*You will need to add us on to this policy so we can call in warranty requests.

PREFERRED CONTRACTORS

Do you have any preferred contractors?

Yes

Please provide their company name, phone number, email address, and the service they provide:

Do you have any annual services for this property?

Yes

If there are any annual services, please list them down below:

Please include The Vendor's Name, Phone Number, Email Address

ADDITIONAL INFORMATION:( Is there anything else we should know? Please add additional information below:)

Form Completed By:

First Last

Click the SUBMIT button below to complete the Property Owner Intake.

Untitled

Property Owner Intake

Please answer only the questions that apply to your home. Leave blank any questions that do not apply or you don’t know the answer.

Please complete the form on a computer and avoid using a mobile device. Please Make sure to click the Submit Button on Last Page (page 9)

HOA

HOA COMMUNITY AMENITIES INFORMATION

HOA TENANT AND PET APPROVAL PROCESS

PROPERTY MANAGEMENT INFORMATION

PROPERTY DETAILS

PETS

SMOKING OR VAPING

APPLIANCES & UTILITIES

UTILITY COMPANIES AND VENDORS

HOME WARRANTY

PREFERRED CONTRACTORS

Please answer only the questions that apply to your home.
Leave blank any questions that do not apply or you don’t know the answer.

Please complete the form on a computer and avoid using a mobile device.
Please Make sure to click the Submit Button on Last Page (page 9)