Client and Property Onboarding Form

Client and Property Onboarding Form

Maintenance Program
Name of Service Provider
(HSP, Centerpoint or other 3rd party warranty program)
Policy/Account #
Coverage Includes:

Insurance
Do you have property and liability insurance?*
YesNoI'm in the process of obtaining insurance
Insurance Carrier*
Agent Name*
First NameLast Name
Have you had Real-Time Leasing added to your insurance policy as "additionally insured"?*
Yes.No.
If 'Yes' to both, please upload the declaration page of the policy.
Browse Files
NOTE: Real-Time Leasing must be added to your policy as additionally insured per the terms of your Property Management Agreement.Cancelof

Utilities, Bills, and Services
Are there any bills you would like RTL to pay on your behalf?*
Yes No Notes
Property Taxes
Mortgage
HOA Dues
Other
Please describe any 'Other' bills and accounts as needed.

Document Checklist

Please check and upload all applicable documents that you can provide.*

	Attached	NA	I'll send later
Proof of ownership (recorded deed and title policy)	18	19	20
HUD or closing statement (if this is a new purchase)	21	22	23
EIN / TIN letter	24	25	26
Leases for all current tenants	27	28	29
Insurance Declaration (listing RTL as additional insured)	30	31	32
Current eviction orders and filings (if applicable)	33	34	35
Section 8 or any other subsidy contracts and statements	36	37	38
Most recent property tax bill	39	40	41
HOA declarations, rules and regs, and bylaws (if applicable)	42	43	44
Most recent HOA dues invoice (if applicable)	45	46	47
Other service contracts	48	49	50
Rental License (if applicable)	51	52	53

Upload Documents
Browse Files
You do not need to upload files you've already attached in earlier parts to this form.Cancelof
Rent Ready Condition
The following items are some of the areas expected to be cleaned prior to moving in a tenant. If you need assistance, please let us know. Any contracted work will be billed to Owner prior to Tenant moving in.
- All appliances inside and out, behind, and underneath.
- All cabinets and drawers inside and out.
- All light ﬁxtures, all bulbs must be present and working.
- All baseboards, door casings, and trim.
- All window coverings and blinds.
- All ceilings and walls as needed.
- All heating units; vacuumed as necessary.
- Filters cleaned and or replaced.
- Fireplace, woodstove and hearth area.
- All plumbing ﬁxtures (sinks, tubs, showers, toilets, and faucets).
- All shower tiles, tubs, and enclosures including tracks and doors.
- All windows inside including window sills and tracks.
- All interior and exterior doors inside and out including tracks.
- All porches, decks, patios, walkways, and garage swept and cleaned.
- All ﬂoors swept and mopped (waxed if necessary).
- Professional carpet cleaning (no handheld devices)
The following must be completed:
- Lawn and grounds trimmed, mowed, and beds weeded if applicable.
- Any satellite dishes removed from the exterior of the property.
- Batteries must be present and working in smoke and carbon monoxide alarms.
Please Indicate if your would like RTL to help prep the property for Rent Ready Condition
YesNoLet's Discuss
Signature
Clear
DateTime

SBT
Should be Empty:

	Yes	No	Property Manager can decide	How many will you allow per household
Dogs
Cats
Other small animals

	Yes	No	Notes
Property Taxes
Mortgage
HOA Dues
Other