RELY PROPERTY MANAGEMENT

New Client Information Form

(This form will take approximately 10 minutes to complete)

Name

Name of Company

Email

Mailing Address

City

State

ZIP / Postal Code:

How did you hear about us?

Search Engine (ex: Google) My Realtor Referred by Someone At an Event Other

Preferred method of communication (select all that apply)

Phone Text Message Email In Person

Is the property owned by

Individual Corporation Partnership Other

Do you have 100% ownership in the property?

Yes No Other

Will you allow pets?

Yes No Other

If yes, type of animals you will allow (select all that apply)

Dog Cat Other

Do you have a weight or size limitation?

Yes No Other

Do you have any specific breed restrictions?

Yes No

If YES, please list the restricted breeds:

Our standard pet policy is to collect a $500 refundable deposit and $25 pet rent per month for each pet. Do you agree to these terms?

Yes No

If NO, please list the amount(s) and/or terms that you would prefer.

Property Address

Enter any known enabled entry Gate Code(s):

Year Built:

Square Footage:

Lot Size/Acres:

Sprinkler System:

Yes No

Number of Bedrooms

Number of Garage Space

Enter any known outside Garage Keypad Code:

Enter any known outside garage keypad code:

Washer/Dryer Connections:

Yes No

Gas or Electric (please select all that apply)

Gas Electric Propane Other

Is there an extended or limited warranty on the appliances?

Extended Warranty Limited Warranty None Not Sure

If there's a warranty on the appliances, please list policy numbers or model numbers.

Does the property belong to an HOA?

Yes No

If yes, name of HOA or enter n/a:

HOA Email or enter n/a:*

Phone or enter n/a

Will you accept Section 8?*

Yes No Other

Does the property have a home warranty?

Yes No Other

If YES, provide Policy Number:

Name of Home Warranty Company:

Phone

Amount of Service Fee for Home Warranty Repairs? (this amount is usually between $50-$75)

Name of Homeowner's Insurance

Phone

Has or is the property being managed by another company/person?

Yes No Other

If Yes, Name:

City

State / Province / Region

ZIP / Postal Code

Country

Email

Phone

Would you like to maintain an annual AC Maintenance Service for the Property

Yes, provide me a quote Yes, but I have my own provider No Other

Security Deposits are generally equal to 100% of one month's rent. Is this ok for you?

Yes No

If NO, please list the amount you would like to require and reason

Does the property use Natural Gas?

Yes No Other

Do you have preferred vendors or contractors?

Yes No Other

Are there any utilities or fees outside of electricity, water, trash, and gas that should be passed through to the tenant (for example, solar panel fees)?

List any preferred providers

Name of Utility Electricity provider(s)

Phone

Name of Utility Gas or Propane provider

Phone

Name of utility Water/Sewer company

Is the property currently occupied?

Yes No

Name of at least one Primary tenant:

Tenant Email

Tenant Phone

Is there currently a Lease Agreement? (Includes Month to Month).

Yes No Not Sure Other

Upload copy of Lease Agreement if you have it. (Include any pet agreements)

Upload copy of Tenant Application forms if you have it.

Message

New Client Information Form

(This form will take approximately 10 minutes to complete)

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