Property Management Client Onboarding Step 1 of 20 5% Palm Tree Properties Welcome to Palm Tree Properties! We are very excited to get started managing your property. In order to ensure a smooth onboarding process, we will need to gather information about you and your property. The following questionnaire will take approximately 15 minutes to complete. Tell Us a Bit About Yourself… First Name Last Name Your Email(Required) Your Phone Number Please Tell Us About the PropertyProperty TypeCondoSingle Family HomeTownhouseDuplexMultiplexWhere is your property located? Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Multiple unitsI own multiple unitsHow many units do you own?234 Please provide the following property detailsNo. of BedroomsNo. of BathroomsEstimated Sq. Ft 1st Unit Address1st Unit Address Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code No. of BedroomsNo. of BathroomsEstimated Sq. FtWhat is the Occupancy Status?VacantTenant OccupiedOwner OccupiedWhen will the property be available? MM slash DD slash YYYY Tell us about the Main Tenant…Name First Last Email PhoneRent AmountLease Expiration:(Required) MM slash DD slash YYYY Would you like to share any more information about the tenant?Tell us about the Current Lease…Please upload a copy of the leaseMax. file size: 512 MB.If needed, upload additional files (e.g., addendum, supporting documents)Drop files here or Select filesMax. file size: 512 MB. Tell us about security deposit…Does the Owner or previous PM company hold the tenant’s Security Deposit?YesNoWho is holding the Security Deposit?OwnerPrevious Property Management CompanyOtherHow much is the Security Deposit?2nd Unit Address2nd Unit Address Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code No. of BedroomsNo. of BathroomsEstimated Sq. FtWhat is the Occupancy Status?VacantTenant OccupiedOwner OccupiedWhen will the property be available? MM slash DD slash YYYY Tell us about the Main Tenant…Name First Last Email PhoneTell us about the Current Lease…Rent AmountLease Expiration:(Required) MM slash DD slash YYYY Would you like to share any more information about the tenant?Please upload a copy of the leaseMax. file size: 512 MB.If needed, upload additional files (e.g., addendum, supporting documents)Drop files here or Select filesMax. file size: 512 MB. Tell us about security deposit…Does the Owner or previous PM company hold the tenant’s Security Deposit?YesNoWho is holding the Security Deposit?OwnerPrevious Property Management CompanyOtherHow much is the Security Deposit? Is the property in an HOA?(Required)YesNoWhat bills would you like us to pay for you?HOAProperty TaxesProperty InsuranceWhat bills would you like us to pay for you?Property TaxesProperty Insurance Tell us about the HOA…HOA Name:HOA Mgmt. Company:HOA Phone Number:HOA Email: Add another HOAAdd another HOAHOA Name:HOA Mgmt. Company:HOA Phone Number:HOA Email: Does HOA have a portal?YesNoWhat are the login details?HOA Portal Link:Login:Password: What are the HOA amenities?JacuzziHot tub or SpaSwimming PoolTennis CourtsPlaygroundGame RoomGYMOther amenitiesAdd other amentitiesOther amenities Add Remove Tell us About the Parking…Attached GarageDetached GarageCarpotOn StreetOff StreetOtherWhat are the space numbers?Is a parking permit required?YesNoWhat is the mailbox number and location? Who are the utility providers?Gas & Electric:Water:Sewer:Landscaping(if applicable):Trash Pick Up:Other(pool, spa, etc):Who pays which utilities?Gas & Electric:TenantLandlordHOANot ApplicableWater:TenantLandlordHOANot ApplicableSewer:TenantLandlordHOANot ApplicableTrash Pick Up:TenantLandlordHOANot ApplicableLandscaping (if applicable):TenantLandlordHOANot ApplicableOther (pool, spa, etc):TenantLandlordHOANot ApplicableWho pays which utilities?Gas & Electric:TenantLandlordNot ApplicableWater:TenantLandlordNot ApplicableSewer:TenantLandlordNot ApplicableTrash Pick Up:TenantLandlordNot ApplicableLandscaping (if applicable):TenantLandlordNot ApplicableOther (pool, spa, etc):TenantLandlordNot ApplicableAre the utilities turned on?YesNo Who is the current utility account holder?OwnerTenantPrevious Property Manager Tell us about the appliances…Which appliances are included:DishwasherWasherDryerMicrowaveFridgeOven/Stovetop – GASOven/Stovetop – ELECTRICOther appliancesI have other appliances not currently listedOther Appliances Add RemoveTell us about the heating and cooling…Heating Source:GasElectricNo heating availableHeating Equipment:Central AirWall UnitAC Source:GasElectricNo AC availableAC Equipment:Central AirAttic FanSwamp CoolerWall UnitDoes the property have laundry machines? (if laundry is shared with the HOA, select NO)YesNo Tell us about the laundry facilities…Dryer Hookups:GasElectricWasher Hookups:GasElectricWhat machines are provided:Washer ProvidedDryer ProvidedWasher and Dryer ProvidedNo machines provided, hook ups only What is the Occupancy Status?VacantTenant OccupiedOwner Occupied Tell us about the Main Tenant…Name First Last Email PhoneTell us about the Current Lease…Rent AmountLease Expiration: MM slash DD slash YYYY Would you like to share any more information about the tenant?Please upload a copy of the leaseMax. file size: 512 MB.If needed, upload additional files (e.g., addendum, supporting documents)Drop files here or Select filesMax. file size: 512 MB. Tell us about security deposit…Does the Owner or previous PM company hold the tenant’s Security Deposit?YesNoWho is holding the Security Deposit?OwnerPrevious Property Management CompanyOtherHow much is the Security Deposit? When will the property be available? MM slash DD slash YYYY Please list all available keysFront Door Key:Mail Key:Pool Key:Garage Door Remote:Other Key:Any other notes on the keys? Are there any issues or necessary repairs you would like us to know about?Is there anything else about the property you would like us to know about? Onboarding Questionnaire Thank you for your time! Please click ‘Submit’ below to complete the onboarding questionnaire.You will receive an email shortly with next steps. We are excited to be working with you! Δ
