Landlord and Property Questionnaire

Rental Property Ownership Classification

If you would like ust ot manage more than one unit for you, please fill in a separate questionnaire for each unit.

Is this property owned by a corporation, such as an LLC?(Required)

Corporate Information

Name of the Corporation

Primary Responsible Party for the Corporation

First Middle Last

Corporate Email Address

Corporate Phone

Corporate Street Address

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

Primary Property Owner Information

Enter the contact information for the primary contact for this property. You will be given an opportunity to provide contact information for multiple property owners.

Primary Owner

First Middle Last

Primary Owner Home Address

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

Primary Owner Email

Primary Owner Mobile Phone

Primary Owner Home Phone

Are you the sole owner of this property?(Required)

Second Property Owner Information

Secondary Owner

First Middle Last

Secondary Owner Home Address

Leave blank if same as primary owner home address.

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

Secondary Owner Email

Secondary Owner Mobile Phone

Secondary Owner Home Phone

Third Property Owner Information

Third Owner

First Middle Last

Third Owner Home Address

Leave blank if same as primary owner home address.

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

Third Owner Email

Third Owner Mobile Phone

Third Owner Home Phone

Additional Owner Information

Additional contact who is not an owner?

Is there an additional contact that you would like us to communicate with about your property but is not actually a property owner?

Additional Contact who is not an owner

Additional Contact Name

First Middle Last

Additional Contact Email

Additional Contact Mobile Phone

Additional Contact Home Phone

Previous Property Management Company(Required)

Did you have your property under management with a property management company prior to applying with HomeVault Property Management?

Please provide the name and contact details for the previous property management company in the box below

Rental Property Information

Enter the requested information regarding your rental property.

Rental Property Address(Required)

Street Address Address Line 2 City State ZIP Code

What is the name of the neighborhood or building this unit is in?

Year Built(Required)

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Property Type(Required)

Number of bedrooms(Required)

Are there any extra rooms?

Please list below (Bonus room, exercised room, movie room, sun room etc.)

Number of bathrooms(Required)

Number of half bathrooms(Required)

Square footage

(Leave blank if unsure and we will obtain the correct info)

Parking Type(Required)

Enter the Type of parking provided with this property

How Many Parking Spaces?(Required)

Or number of cars for garage or carport

Assigned Parking Space Numbers(Required)

Enter the assigned parking spot numbers/identifiers that are available with this property.

Storage Spaces(Required)

What type of additional storage spaces are included with this property?

Assigned Storage Spaces

Enter the assigned storage space numbers that are included with this property.

HVAC systems

What type of heating and cooling systems are in place?

Does the HVAC system need to be winterized?

Keys

Please note that if the unit is vacant we will be removing the lock on the front door and replacing it with a keyless system (unless any HOA rules prohibit that). The existing lock on the front door will be discarded (we do not store the locks) and all other locks will be replaced with smart locks keyed to our master key system.

Which keys and passes will you provide?(Required)

Mailbox key information(Required)

Garage keypad code information

Gate code information

Building code information(Required)

Is the property a part of a Home Owner's or Condo Association?(Required)

HOA or Owners Association Information

If the property is a part of an HOA or an Owners Association complete this section. Providing this information will allow us to provide better care for your property.

Name of Association(Required)

Association Management Company(Required)

Primary contact at Management Company

First Last

Association Management Company Phone

Association Management Company Email

Does the HOA cover any services?

Please list any included services or utilities below (lawn care, pool maintenance, any utilities, cable/internet service, other)

Please upload here any HOA documentation, such as House Rules, By-Laws, CC&Rs etc.

Drop files here or

Max. file size: 450 MB.

Current Occupancy Status

What is the current occupancy status of the property?(Required)

If Owner Occupied - when will the unit become vacant?

If Tenant occupied - please upload here the lease, application file, ledger, move in inspection and any other applicable documents

Drop files here or

Max. file size: 450 MB.

Utilities

Electricity(Required)

(paid by LANDLORD) Included in HOA

(paid by LANDLORD) NOT included in HOA

(paid by TENANT) Not included in HOA

Not Applicable

Other

Electricity Company(Required)

Gas(Required)

(paid by LANDLORD) Included in HOA

(paid by LANDLORD) NOT included in HOA

(paid by TENANT) Not included in HOA

Not Applicable

Other

Gas Company(Required)

Heat(Required)

(paid by LANDLORD) Included in HOA

(paid by LANDLORD) NOT included in HOA

(paid by TENANT) Not included in HOA

Not Applicable

Other

Water / Sewer(Required)

(paid by LANDLORD) Included in HOA

(paid by LANDLORD) NOT included in HOA

(paid by TENANT) Not included in HOA

Not Applicable

Other

Water Company(Required)

Trash(Required)

(paid by LANDLORD) Included in HOA

(paid by LANDLORD) NOT included in HOA

(paid by TENANT) Not included in HOA

Not Applicable

Other

Garbage collection schedule(Required)

Please provide details about trash collection day(s) and frequency, as well as any other useful information. For example: weekly on Mondays, recyclables every other Tuesday, trash bin located behind neighboring building etc.

Trash Company(Required)

Cable Television(Required)

(paid by LANDLORD) Included in HOA

(paid by LANDLORD) NOT included in HOA

(paid by TENANT) Not included in HOA

Not Applicable

Other

Satellite Television(Required)

(paid by LANDLORD) Included in HOA

(paid by LANDLORD) NOT included in HOA

(paid by TENANT) Not included in HOA

Not Applicable

Other

Internet(Required)

(paid by LANDLORD) Included in HOA

(paid by LANDLORD) NOT included in HOA

(paid by TENANT) Not included in HOA

Not Applicable

Other

Pets

Are there any HOA restrictions on the number and size of pets? Please select below. If not HOA restrictions, we will accept up to 3 pets per unit.

Dogs allowed(Required)

Small dogs only

Large and small

No dogs allowed

Cats allowed(Required)

Yes

No cats allowed

Comments regarding pets

Amenities

Unit amenities

Community amenities

Community Fitness Center

Community Golf Course

Community Lawncare Included

Community Playground

Community Pool

Community Tennis Court

Other

What other community amenities are available?

Any special features or amenities?

Please provide any other amenities or attractive features here, like new appliances provided, details about the kitchen (whether it's updated, has granite countertops, island etc.), a patio or deck, a fenced backyard, recent exterior or interior building upgrades, or other notable feature.

What are the top 2-3 features that you would like us to advertise?

What are the floor coverings?

Wood (what type?), laminate, vinyl, carpet, ceramic tile, slate, parquet etc.

Mortgage Information

Is there a mortgage on the property?(Required)

Yes

FHA Mortgage?(Required)

Yes

I don't know

Mortgage Details(Required)

Please provide mortgage details here: mortgage company, original year of purchase, original mortgage amount, current mortgage balance, current mortgage monthly payment.

Property Insurance Information

You are required to obtain an insurance policy specifically for rental property, which is different than a policy for homeowners. We have licensed insurance agents on staff that exclusively focus on landlord insurance, just let us know if we can help! If you would prefer to provide your own insurance, please ask your agent to add us HomeVault Property Management, LLC an "Additional Insured" to your policy and answer the following questions.

Do you have your property insurance information available?(Required)

Upload Insurance Policy(Required)

Drop files here or

Max. file size: 450 MB.

Maintenance Information

Please provide as much of this maintenance information as possible so that we can better care for your property.

Air Filters(Required)

How many air filters and what sizes? For example: "2 filters. 20x20x1 and 20x30x1

Main Water Shut-off

Where is the main water shut-off location

Plumbing Clean-Out Location

Do you have a pest control or termite services contract on this property?

Yes

Pest control or termite services contract details

Pest Company Name, Phone/Email address, Next Service date, Service Frequency

Do you have an irrigation system service contract on this property?

Yes

Irrigation system service contract details

Irrigation Company Name, Phone/Email address, Next Service date, Service Frequency

Any Immediate Needs?

Any repairs or improvements that you would like HomeVault Property Management to coordinate right away or especially prior to marketing the property?

Does the property have an alarm system?(Required)

Alarm Information

Alarm Location

Arm Code

Disarm Code

Is the Alarm Monitored?

If monitored please provide the name of the service provider

Phone Number of Service Provider

If monitored, what is the security word, in case the alarm is triggered?

Property Preservation

Gutter Cleaning Service & Annual Exterior Inspection(Required)

My property is a townhouse or condo and the roof, gutters and the exterior are not my responsibility.

My property does not need gutter cleanings either because I have no gutters, no trees or gutter guards.

My property has gutters I am responsible to maintain and I understand HomeVault Property Management will coordinate this service on my behalf annually.

HVAC Coil Cleanings(Required)

Annual or semi-annual HVAC coil cleaning will add years to your HVAC system (paying for itself). Proactive service is cheaper than reactive and also keeps your tenants happy and ready to renew.

I see the value in this service and would like more information.

I understand the risks of shortening the life of my HVAC but would still like to decline this service.

Full Service Lawn Package(Required)

Tenants are responsible to mow the lawn, but they only do the bare minimum. Over time, weeds take over the lawn and shrubs and ornamental trees become overgrown and unsightly. Utilizing a full service lawn package preserves the excellent curb-appeal you need when it is time to re-rent or sell.

I see the value in preserving my curb appeal and would like more information.

I understand the risk in my property losing value but would still like to decline this service.

My HOA maintains my lawn.

My property is in a condo building and/or has no lawn.

Sprinkler system(Required)

This property has a yard / lawn sprinkler system that needs to be winterized and turned back on in the spring. I would like HomeVault to coordinate this activity for me.

This property has no yard / lawn sprinkler system.

How did you hear about us?(Required)

Please enter how you heard about HomeVault Property Management.

Who referred us to you?(Required)

Please let us know who referred us to you so that we may properly thank them.

Which broker referred us to you?(Required)

Please let us know what real estate broker referred us to you so that we may properly thank them and send them our broker referral package.

Thank you for taking the time to complete this form. The information you provided will help us properly manage your property in accordance with our two guiding principles: 1. Assist you with minimizing the risks associated with being an investment property owner and 2. Assist you with maximizing the long term returns associated with being an investment property owner. We will use this information to prepare your management agreement and associated documents. If your property is, or will soon be, vacant, we will schedule a time for us to conduct a comprehensive evaluation of your property, install a keyless smart lock if allowed, and have our professional photographer shoot photos and video and roll out the marketing on your property. We look forward to working with you and you will hear from us very soon!