Commercial Property Management Intake Form

SECTION 1: BASIC PROPERTY INFORMATION

Used for communication, reporting, and contract setup.

Enter the name of the property.
This field is required.
Property Address
Full address of the property including street, city, state, and zip code.
This field is required.
This field is required.
This field is required.
This field is required.
This field is required.
Country
Property Type
Select the type of property.
This field is required.
Enter the year the property was built.
This field is required.
Enter the total number of buildings on the property.
This field is required.
Enter the total square footage of the property per your phyiscal inspection of the property with your property condition assessment (PCA) report
This field is required.
Enter the rentable square footage of the property. With the offices, you may be using BOMA Standards that differ from the Usable Square Footage (USF) vs Rentable Square Footage (RSF.
This field is required.
Number of parking spaces available.
Parking Type
Select the types of parking available.
Does the property have elevators?
This field is required.
Does the property have fire sprinklers installed?
This field is required.
Current Management Structure
Select current management structure.
This field is required.

SECTION 2: OWNERSHIP INFORMATION

Used for communication, reporting, and contract setup.

Legal Ownership Entity
Select the legal ownership entity.
This field is required.
Ownership Structure
This field is required.
Describe your financial goals for the property.

SECTION 3: QUESTIONS FOR MANAGEMENT EVALUATION

Your answers help us understand the current setup and where we can help most.

What are the biggest challenges you’re facing right now with this property?
This field is required.
Why are you considering hiring a property manager now?
This field is required.
What are your financial goals for this property over the next 3–5 years?
This field is required.
Do you plan to refinance or sell this property in the near future?
This field is required.
Are there any outstanding issues we should know about?
This field is required.

SECTION 4: DOCUMENTATION REQUEST

Please upload or email the following documents to us for review. If not available, indicate below.
This field is required.

Deed or Evidence of Ownership
Current Rent Roll
All Active Lease Agreements and Amendments
CAM Reconciliation Statements (Last 2 Years)
Operating Budget (Current Year)
Utility Bills (Last 12 Months)
Vendor Contracts (e.g., Landscaping, Fire Safety, Electrical, Plumbing, HVAC, Janitorial)
Certificates of Insurance (Tenants and Owner)
Roof, HVAC, Elevator Warranties (if any)
Site Plan / Survey
Certificate of Occupancy
Tenant Contact List
Move-in / Move-out Forms or Tenant Welcome Package

SECTION 5: SERVICE NEEDS CHECKLIST

Check the boxes for services you’d like us to provide or discuss further.

Core Management Services

This field is required.

Add-On Services

This field is required.

Technology and Reporting

This field is required.