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Start Up Management Service

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. We will bring a copy of this application to our initial visit to ensure the accuracy of the information provided. 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. Any fields with an asterisk (*) requires an answer or check mark.

The following attachments are available for download. Depending on the type of service, they will be required to complete your application in order to start services. Please download and fill them out. Then, sign and upload them at the bottom of this page or email them to your account manager.

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OWNER INFORMATION

*First Name

Middle Name

*Last Name

Name of LLC or LLP (If Applicable):

*Date of Birth

*I.D./Driver's License

Social Security

*Email

*Cell Number

*Home Number

*WorkNumber

*Owner's Home Address

*City

*State

*Zip Code

We communicate with you at the level at which you wish to be involved.

Turn Key Owner

We will handle every aspect of the rental unit. We will only involve you if it’s absolutely necessary and/or because of needed repairs/maintenance in excess of the management agreement mandated $250.

NOTE: Regardless of type, property specific information, rent, expenses, and etc. are always fully accessible within the owner’s portal/account 24/7.

Property Maintenance/Repairs

I want Management to schedule/handle all work performed.

I want Management to schedule/handle all the work but request My Vendors be used (list in OTHER VENDORS section below).

I will do the work myself and/or schedule my vendors do the work on my behalf.

SPOUSE/PARTNER INFORMATION

Name

Middle Name

Last Name

Date of Birth

Social Security

Driver's License

*Email

Cell Phone Number

Home Phone Number

Work Number

OWNER #2 INFORMATION

First Name

Middle Name

Last Name

Name of LLC or LLP (If Applicable):

Date of Birth

Driver's License

Social Security

Last Name

Cell Number

Home Number

WorkNumber

Owner's 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 2 INFORMATION

PROPERTY INFORMATION

Subdivision/Complex Name

Street Address

Unit #

City

State

Zip Code

Property Type

Built (year)

Square Feet

Lot Size

Utilities

Public

Private

Sewer

Public Connection

Septic

How Many Stories is the Unit?

Is the Unit Attached/Detached?

Is the property currently for sale?

Do you have a website for this property?

Is the Unit Upstairs/Downstairs?

School District

If so, listing agent's phone?

If so, what is the address?

Has a death occurred at this property in the past 3 years? Explain.

What are your long term plans for this property?

Rooms

Bedrooms

Bathrooms

Additional Rooms (select all that apply)

Living Room

Family Room

Loft

Den

Sitting Room

Bonus Room

Office

Great Room

Sunroom

Wine Cellar

Laundry Room

Other

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

Wet bar

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

Park/Playground

Clubhouse

Fitness Center

Walking Trails

Golf Course

Spa/Jacuzzi

Sauna

Pool

Tennis Court

BBQ

Laundry Facilities

Garage/Parking/Driveway

Is there a garage?

Type of garage

What size garage?

Is there a carport?

Is carport covered?

Is there RV parking?

Any assigned parking spaces?

Are they covered?

How many?

Driveway:

Parking in driveway allowed?

Additional info, notes, or discriptions

REMOTES/CODES/KEYS

KeysKeys needed for (chek all that apply)

Property

Mail Box

Pool

Storage

Other

Security System

Security System Name

Company Name

If alarm goes off is Alarm Company Alerted?

Security Code

Phone Number

If Yes, what is the password or codeword?

Garage Door/Opener

Is there a garage door opener?

Yes

Number of Openers?

Keypad on outside of garage?

Yes

If yes, what brand?

Number of Remotes

Keypad Code

Security Gate

Is Property in Gated Community

Yes

Gate Code

Number of Remotes

Mailbox

Mailbox Location

Mailbox #

Garage/Parking/Driveway

Is there a garage?

Yes

What size garage?

1 car

2 car

3 car

4 car

Is the garage attached?

Yes

Are there any remote door openers?

Yes

If so, how many?

Is there a carport?

Yes

Is carport covered?

Yes

Is there RV parking?

Yes

Are there any assigned parking spaces?

Yes

Covered?

Yes

How Many?

Driveway

Paved

Unpaved

Gravel

Combination

Is parking in driveway allowed

Yes

Additional Parking Info:

Rooms

Bedrooms

Bathrooms

1.5

2.5

3.5

Additional RoomsCheck all that apply

Living Room

Family Room

Loft

Den

Sitting Room

Bonus Room

Office

Great Room

Sun Room

Wine Cellar

Laundry Room

Dining InfoCheck all that apply

Dining Room

Formal Dining

Breakfast Nook

Kitchen

Included in rentalCheck all that apply

Refrigerator

Microwave

Dishwasher

Garbage Disposal

Stove Top

Oven

Range

Island

Trash Compactor

Granite Counter Tops

Additional Kitchen Info:

Property Amenities/Attributes

Property AmenitiesCheck all that apply

Patio

Deck

Balcony

Fireplace

Dock

Wetbar

Skylights

Newly Remodeled

Blinds/Drapes

Ceiling Fan

Wine Cellar

Laundry Room

Vaulted Ceiling

Media Center

Whirlpool Tub

Spa/Jacuzzi

Sauna

Pool

Alarm System

Air Conditioner

Water Softner

Community AmenitiesCheck all that apply

Park/Playground

Clubhouse

Fitness Center

Walking Trails

Golf Course

Jacuzzi

Pool/Spa

Sauna

Tennis Court

BBQ

Laundry Facilities

LocationCheck all that apply

Mountain Views

Ocean Views

Historic District

Lake Front

Ocean Front

Gated Community

Exterior WallsCheck all that apply

Stucco

Aluminum Siding

Wood Siding

Other

Roof Composition:

Asphalt Shingles

Wood Shake

Clay Tile

Slate

Concrete Tile

Metal Roof

Hot Mop

Basement

Yes

Type

Finished

Un-Finished

Crawl Space

Yes

Fireplace

Yes

Type

Gas

Electric

Wood Burning

FP Location

Washer Dryer Hookups?

Yes

Type

Gas

Electric

Laundry Location

Washer and Dryer in unit?

Yes

Who is responsible for maintaining?

Owner

Tenant

Handycap Accessible?

Yes

Security System?

Yes

Smoke Detectors?

Yes

Carbon Monoxide Detector?

Yes

Automatic Sprinklers?

Yes

Where is control panel located?

Flooring

Carpet

Location

Vinyl

Location

Laminate

Location

Tile

Location

Hardwood

Location

Concrete

Location

Travertine

Location

Cooling/Heating

Cooling

Central

Wall/Window

Other

Other Details:

Heater

Central

Wall Heater

Other

Other Details:

Yard Outside

Backyard

Yes

Fenced

Yes

Front Yard

Yes

Fenced

Yes

Automatic Sprinklers

Yes

Location of Control Pannel

Utilities/Appliances/Vendors

Appliances included for tenant useCheck all that apply

Washer

Refrigerator

Microwave

Dishwasher

Garbage Disposal

Stove Top

Oven

Range

Water

To be paid by

Owner

Tenant

Water Source

Public

Private Well

Billing is currently in

Main Shut Off Location

Is water currently on?

Yes

Name of Water Company

Payment Address

Payment Amount

Payment Due Date

Account Number:

Sewere/Septic

Service paid by:

Owner

Tenant

Last Service (pumped out) Date

Septic Company's Name

*Phone Number

Power (Electricity/Gas)

Power paid by:

Owner

Tenant

Billing is in

Fuse Box Location

Is the power currently on?

Yes

Main Gas Shut Off Location

Is the gas currently on?

Yes

Power Company Name

Power Co Phone Number

Payment Address

Payment Amount

Payment Due Date

Account Number:

Trash

Services paid by:

Trash is picked up on:

TypeCheck all that apply

Trash

Recycle

Green/Yard Pick-up

Trash Cans

Trash Company Supplied

Owner Supplied

Tenant Supplied

Trash Company Name

Trash Phone Number

Payment Address

Payment Amount

Payment Due Date:

Account Number:

Landscaper (coming soon)

Paid by:

Owner

Tenant

What day does gardner come?

Gardener/Company name

*Phone Number

Frequency

Weekly

Bi-Weekly

Monthly

Payment Address:

Payment Amount

Payment Due Date

Account Number:

Pool Service

Paid By

Owner

Tenant

What day does pool service come?

Pool Service Name?

Pool Service Phone Number

Payment Address

Payment Amount

Date

Account Number

Other Vendors

Do you have any other longtime vendors you would like us to use? NOTE: They have to be licensed, insured, and bonded prior to us working with them.

Yes

Vendor 1 (Name/Type/Phone):

Vendor 2 (Name/Type/Phone):

Vendor 3 (Name/Type/Phone):

Vendor 4 (Name/Type/Phone):

Vendor 5 (Name/Type/Phone):

Insurance/Warranties

Home Owners Insurance Policy?

Yes

Home Owner's Insurance Name

Phone Number

Fax Number

Policy Number:

Builder's Warranty Policy

Builder's Warranty?

Yes

Company Name

Builder's Warranty Phone

Account Number

Home Owner's Warranty Policy

Home Owner's Warranty Policy?

Yes

Company Name

Home Owner's Warranty Phone Number

Account Number:

Appliance Warranty

Are Appliances warrantied?

Yes

Washer

Company Name

Phone Number

Dryer

Company Name

Phone Number

Refridgerator

Company Name

Phone Number

Dishwasher

Company Name

Phone Number

Oven Range

Company Name

Phone Number

Microwave

Company Name

Phone Number

Present Property Condition

Is property in rent ready condition?

Yes

Please explain what needs to be fixed, cleaned, or replaced in order to have the place Rent Ready by the above listed day.

Date Interior last painted?

Date Exterior Last Painted

Age of Carpet?

Air Conditioner/Furnace Filter last replaced?

Smoke Detectors?

Yes

Working?

Yes

Carbon Monoxide Detector

Yes

Working?

Yes

Property Description

Discription of Property

Special Instructions

Instructions

Association (HOA) Information

HOA Association Name

Name of Management Company for HOA

Street Address

City

State

Zip Code

*Phone Number

Fax Number

*Name

*Phone Number

Account Number

Monthly HOA Fee

Are For Rent Signs Allowed?

Yes

Utilities Included in HOA Dues

Water

Trash

Gas

Electric

Cable

Other

Other (specify)

Services Included in HOA Dues

Gardening

Front Only

Other

Other (specify)

Roof

Exterior Building Maintenance

Plumbing

Other

Text Field

Amenities Included in HOA Dues

Pool

Spa/Jacuzzi

Clubhouse

Tennis Court

Basketball

Park Playground

Other...

Leasing/Tenant Information

*Is property currently leased?

Yes

Tenant's Name:

Email Address:

Phone#:

Minors Names (Under 18)

Lease Term

12 Month

6 Month

Month to Month

None

Verbal

Lease Type

Occupancy Start Date

Date Lease Will Expire

Is There A Co-Signer

Yes

Co-Signer's Name

Co-Signer's Phone

Do you have a move-in inspection for this property?

Yes

Please forward or upload a copy

Monthly Rent

Security Deposit

Pet Deposit

Does tenant have a pet?

Yes

What type?

Additional Pet Info

Are you happy with the current tenancy?

Yes

Does tenant pay rent on time?

Yes

Is tenant current on the rent payment?

Yes

Provide amount due and explanation

Is there anything that you would like for us to address with the current tenant once new management is in place?

Desired Leasing Policies

Desired Lease Term

12 months

6 months

Month to Month

Desired Monthly Rent

Desired Security Deposit

What date will property be available for tenant move-in?

Pets Allowed?

Yes

Desired Pet Minimum

Permitted?

Dog

Small Dog

Medium Dog

Large Dog

Cat

Bird

Fish

Snake/Reptile

Rabbit

Hamster/Mouse/Rat

Spider/Tarantula/Scorpion

Additional Pet Info:

Will you accept a Cosigner if necessary because of primary tenant’s bad credit or lack of?

Yes

Is smoking allowed on property?

Yes

Inside Premises?

Yes

On patio/balcony?

Yes

In designated area?

Yes

If "Yes", what area?

Owner(s) authorize management to re-key locks between tenants at owner’s expense?

Yes

Owner(s) authorize management to place a For Rent sign on the property?

Yes

Once new management is in place, is there anything special you would like us to change, address, or focus on in regards to the tenants or property?

Interested in an annual free tax review and insurance review to find ways to save on taxes?

Yes

Provide copies of all insurance policies and 3 years of tax returns for review by tax and insurance professionals.

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SignatureBy signing below, I understand that this is not a binding contract and that the information and documentation I am submitting is recent and accurate to the best of my knowledge. I understand that the information submitted will be used for the purpose of qualifying the porperty(ies) for Property Management Service(s). I have read and agree to the PRIVACY POLICY and TERMS AND CONDITIONS of this site found at the bottom of this website.

Start Up Management Service

Security System

Garage Door/Opener

Security Gate

Mailbox

Water

Sewere/Septic

Power (Electricity/Gas)

Trash

Landscaper (coming soon)

Pool Service

Other Vendors

Builder's Warranty Policy

Home Owner's Warranty Policy

Appliance Warranty

Utilities Included in HOA Dues

Services Included in HOA Dues

Amenities Included in HOA Dues

Please forward or upload a copy

Desired Leasing Policies

Provide copies of all insurance policies and 3 years of tax returns for review by tax and insurance professionals.

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