Owner and authority Owner / authorized representative full name * Representative first name (optional)
Owner and authority Representative last name (optional) Email address *
Owner and authority Phone number * Owner mailing address
Owner and authority Legal owner name; individual, trust, LLC, or other entity Your role and authority to request management *
Owner and authority Other owners / decision makers and who must approve a management agreement Preferred contact method, availability, and alternate contact
Property overview Full property address, including unit and ZIP code * Property street address (optional separate field)
Property overview Property unit (optional) Property city (optional separate field)
Property overview Property state (optional separate field) Property ZIP / postal code (optional separate field)
Property overview Property type; house, condo, duplex, manufactured home, or other Number of units to manage; bedrooms and bathrooms in each
Property overview Approximate square footage, lot size, and year built Stories, stairs, entrances, parking, garage, storage, and outbuildings
Property overview Vacant, owner-occupied, tenant-occupied, or partly occupied * Target management start and desired marketing / move-in dates
Property overview Appliances, laundry, heating/cooling, yard, fencing, and notable features
Repairs and readiness to market Are repairs, cleaning, or safety corrections needed before marketing? Describe or state none / unknown. * Urgent safety or habitability concerns; leaks, electrical hazards, structural movement, mold, pests, or unsafe access
Repairs and readiness to market For each repair: location, symptoms, severity, cause if known, and proposed work Existing inspections, bids, estimates, contractors, and scheduled work
Repairs and readiness to market Budget available for initial repairs; funding readiness and approval limits Permits, inspections, approvals, or sign-offs needed or pending for the work
Repairs and readiness to market Who will arrange / pay for work? May the manager obtain estimates? Expected completion dates; cleaning, landscaping, debris removal, and photos needed
Condition and property systems Roof age/condition; gutters, drainage, leaks, water intrusion, and prior repairs Foundation, walls, flooring, settling, cracks, decks, balconies, stairs, railings
Condition and property systems Electrical panel, wiring, outlets, lighting, known faults, solar/battery/EV equipment Plumbing, water heater, water pressure, leaks, shutoffs, and sewer/septic condition
Condition and property systems Heating, cooling, ventilation, fireplaces/wood stoves, and last service dates Kitchen, bathrooms, windows, doors, locks, appliances, and finishes
Condition and property systems Smoke/CO alarms, fire sprinklers, extinguishers, pests, moisture/mold, and other known hazards Fences, trees, landscaping, irrigation, retaining walls, pools/spas, and trip hazards
Occupants and existing tenancies If occupied: number of households / units and lease start/end dates; omit sensitive tenant identifiers Written or oral agreements; fixed term or month-to-month; copies available?
Occupants and existing tenancies Current rent per unit, due dates, concessions, utilities included, and last increase Deposit amount per unit, who holds it, and records / transfer arrangements
Occupants and existing tenancies Any unpaid rent, payment plans, disputed charges, or incomplete rent records? Open maintenance requests, complaints, disputes, notices, or pending legal matters
Occupants and existing tenancies Housing vouchers, subsidized tenancies, program contacts, and inspections if applicable Existing accommodation commitments, pets/animal agreements, promised work, and move-out plans; omit medical details
Rules, records, and known restrictions HOA/condo association name, contact, dues, rules, rental limits, and approval requirements Known restrictions on rental term, occupancy, parking, or leasing from lenders, deed, or other agreements
Rules, records, and known restrictions Occupancy approval, rental registration/license if applicable, permits, and unpermitted work Open code enforcement, correction notices, violations, inspections, or deadlines
Rules, records, and known restrictions Known lead/asbestos concerns, environmental reports, flood/fire history, or other conditions needing review Insurer/agent, landlord coverage status, renewal date, exclusions, and open claims; omit policy/account numbers
Rules, records, and known restrictions Ownership disputes, foreclosure/bankruptcy proceedings, liens, or litigation affecting management Available title/authority records, plans, surveys, warranties, manuals, inspections, and disclosure documents
Utilities, access, and maintenance Electric, gas/propane, water, sewer/septic, trash, internet: providers, active status, and intended payer Well/septic details, last tests/pumping, shared systems, service contracts, and known issues
Utilities, access, and maintenance Showing / inspection access: who can coordinate keys and appointments? Do not enter access codes. Appliances/equipment included or excluded; owned/leased, ages, warranties, and manuals
Utilities, access, and maintenance Preferred vendors, existing service contracts, landscaper, pool service, and pest service Local emergency contact and who can authorize urgent repairs
Utilities, access, and maintenance Proposed ongoing maintenance reserve and non-emergency approval limit Owner belongings to remove, locked areas, exclusions, and storage arrangements
Marketing and management goals Services requested: leasing only, full management, turnover, inspections, maintenance coordination, or other * Desired rent and basis; minimum acceptable amount if any; open to a market rent analysis?
Marketing and management goals Preferred lease length, target start date, and long-term plans to sell or move back Existing listings/agents/management agreements; photos/floor plans and permission to use them
Marketing and management goals Showing availability, notice requirements, occupancy constraints, and photography readiness Proposed property-use policies, parking, smoking, pets, and furnished/unfurnished preference; subject to legal review
Marketing and management goals Preferred owner reporting, statement delivery, inspection frequency, and communication cadence Additional concerns, goals, service expectations, or questions for Bruce
Review and next steps List documents you can provide after Bruce contacts you; leases, ledger, bids, photos, insurance, HOA rules Top three priorities and any deadlines that could affect accepting management
Review and next steps Questions you could not answer or conditions requiring an onsite assessment Preferred dates/times for a property walkthrough or written follow-up
Review and next steps Name of person completing this questionnaire * Date completed *
Review & submit
Owner and authority Edit
Owner / authorized representative full name Not provided
Representative first name (optional) Not provided
Representative last name (optional) Not provided
Email address Not provided
Phone number Not provided
Owner mailing address Not provided
Legal owner name; individual, trust, LLC, or other entity Not provided
Your role and authority to request management Not provided
Other owners / decision makers and who must approve a management agreement Not provided
Preferred contact method, availability, and alternate contact Not provided
Property overview Edit
Full property address, including unit and ZIP code Not provided
Property street address (optional separate field) Not provided
Property unit (optional) Not provided
Property city (optional separate field) Not provided
Property state (optional separate field) Not provided
Property ZIP / postal code (optional separate field) Not provided
Property type; house, condo, duplex, manufactured home, or other Not provided
Number of units to manage; bedrooms and bathrooms in each Not provided
Approximate square footage, lot size, and year built Not provided
Stories, stairs, entrances, parking, garage, storage, and outbuildings Not provided
Vacant, owner-occupied, tenant-occupied, or partly occupied Not provided
Target management start and desired marketing / move-in dates Not provided
Appliances, laundry, heating/cooling, yard, fencing, and notable features Not provided
Repairs and readiness to market Edit
Are repairs, cleaning, or safety corrections needed before marketing? Describe or state none / unknown. Not provided
Urgent safety or habitability concerns; leaks, electrical hazards, structural movement, mold, pests, or unsafe access Not provided
For each repair: location, symptoms, severity, cause if known, and proposed work Not provided
Existing inspections, bids, estimates, contractors, and scheduled work Not provided
Budget available for initial repairs; funding readiness and approval limits Not provided
Permits, inspections, approvals, or sign-offs needed or pending for the work Not provided
Who will arrange / pay for work? May the manager obtain estimates? Not provided
Expected completion dates; cleaning, landscaping, debris removal, and photos needed Not provided
Condition and property systems Edit
Roof age/condition; gutters, drainage, leaks, water intrusion, and prior repairs Not provided
Foundation, walls, flooring, settling, cracks, decks, balconies, stairs, railings Not provided
Electrical panel, wiring, outlets, lighting, known faults, solar/battery/EV equipment Not provided
Plumbing, water heater, water pressure, leaks, shutoffs, and sewer/septic condition Not provided
Heating, cooling, ventilation, fireplaces/wood stoves, and last service dates Not provided
Kitchen, bathrooms, windows, doors, locks, appliances, and finishes Not provided
Smoke/CO alarms, fire sprinklers, extinguishers, pests, moisture/mold, and other known hazards Not provided
Fences, trees, landscaping, irrigation, retaining walls, pools/spas, and trip hazards Not provided
Occupants and existing tenancies Edit
If occupied: number of households / units and lease start/end dates; omit sensitive tenant identifiers Not provided
Written or oral agreements; fixed term or month-to-month; copies available? Not provided
Current rent per unit, due dates, concessions, utilities included, and last increase Not provided
Deposit amount per unit, who holds it, and records / transfer arrangements Not provided
Any unpaid rent, payment plans, disputed charges, or incomplete rent records? Not provided
Open maintenance requests, complaints, disputes, notices, or pending legal matters Not provided
Housing vouchers, subsidized tenancies, program contacts, and inspections if applicable Not provided
Existing accommodation commitments, pets/animal agreements, promised work, and move-out plans; omit medical details Not provided
Rules, records, and known restrictions Edit
HOA/condo association name, contact, dues, rules, rental limits, and approval requirements Not provided
Known restrictions on rental term, occupancy, parking, or leasing from lenders, deed, or other agreements Not provided
Occupancy approval, rental registration/license if applicable, permits, and unpermitted work Not provided
Open code enforcement, correction notices, violations, inspections, or deadlines Not provided
Known lead/asbestos concerns, environmental reports, flood/fire history, or other conditions needing review Not provided
Insurer/agent, landlord coverage status, renewal date, exclusions, and open claims; omit policy/account numbers Not provided
Ownership disputes, foreclosure/bankruptcy proceedings, liens, or litigation affecting management Not provided
Available title/authority records, plans, surveys, warranties, manuals, inspections, and disclosure documents Not provided
Utilities, access, and maintenance Edit
Electric, gas/propane, water, sewer/septic, trash, internet: providers, active status, and intended payer Not provided
Well/septic details, last tests/pumping, shared systems, service contracts, and known issues Not provided
Showing / inspection access: who can coordinate keys and appointments? Do not enter access codes. Not provided
Appliances/equipment included or excluded; owned/leased, ages, warranties, and manuals Not provided
Preferred vendors, existing service contracts, landscaper, pool service, and pest service Not provided
Local emergency contact and who can authorize urgent repairs Not provided
Proposed ongoing maintenance reserve and non-emergency approval limit Not provided
Owner belongings to remove, locked areas, exclusions, and storage arrangements Not provided
Marketing and management goals Edit
Services requested: leasing only, full management, turnover, inspections, maintenance coordination, or other Not provided
Desired rent and basis; minimum acceptable amount if any; open to a market rent analysis? Not provided
Preferred lease length, target start date, and long-term plans to sell or move back Not provided
Existing listings/agents/management agreements; photos/floor plans and permission to use them Not provided
Showing availability, notice requirements, occupancy constraints, and photography readiness Not provided
Proposed property-use policies, parking, smoking, pets, and furnished/unfurnished preference; subject to legal review Not provided
Preferred owner reporting, statement delivery, inspection frequency, and communication cadence Not provided
Additional concerns, goals, service expectations, or questions for Bruce Not provided
Review and next steps Edit
List documents you can provide after Bruce contacts you; leases, ledger, bids, photos, insurance, HOA rules Not provided
Top three priorities and any deadlines that could affect accepting management Not provided
Questions you could not answer or conditions requiring an onsite assessment Not provided
Preferred dates/times for a property walkthrough or written follow-up Not provided
Name of person completing this questionnaire Not provided
Date completed Not provided I am an owner or authorized representative, and the information is accurate to the best of my knowledge. I request follow-up about management services. I accept the Terms of Service and acknowledge the Privacy Policy and owner inquiry notice . This is not a management agreement or authority to market, enter, spend money, or perform repairs. No fee is collected here. Management services and pricing require a separate agreement. Your progress saves automatically. A secure return link is emailed after you enter your email.