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.

Attachments

File	Description	File size
OWNER CHECKLIST AND STARTUP COSTS	Used as a checklist to cover required items	104 KB
Owner's Obligations	For owner review to understand obligations	160 KB
W-9	Used to report rental income to IRS.	59 KB
Rental Under New Management	Used to notify current tenants of new management.	93 KB
Remodels Large Scale Renovations Policy	Disclosure to Landlords/Owners about remodels.	70 KB
ACH Authorization Form	For ACH transactions to owner/landlord	43 KB

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?

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

Property Description

Discription of Property

Special Instructions

Instructions

Upload Required Forms

Multi-Upload

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.

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Start Up Management Service

Attachments

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.

Contact Us

Compare Listings

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Register

Reset Password

Start Up Management Service

Attachments

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.

Contact Us

Compare Listings