Property Management Client Onboarding Step 1 of 23 4% 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 Your Phone Number Where 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 Please Tell Us About the PropertyProperty TypeCondoSingle FamilyTownhomeDuplexMultifamilyNo. of BedroomsNo. of BathroomsEstimated Sq. Ft Is the property in a HOA?YesNoWhat bills would you like us to pay for you?HOAProperty TaxesProperty Insurance Tell us about the HOA…HOA Name:HOA Mgmt. Company:HOA Phone Number:HOA Email: Does HOA have a portal?YesNoWhat are the login details?Login:Password: What are the HOA amenities?Swimming PoolJacuzzi/SpaTennis CourtsPlaygroundGame RoomGYM Tell us About the Parking…Garage ParkingAssigned ParkingCovered Assigned ParkingUnassigned parkingWhat 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:Trash Pick Up:Landscaping(if applicable):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 Applicable Are the utilities turned on?YesNoWho is the current utility account holder?OwnerTenantPrevious Property Manager Tell us about the appliances…Which appliances are included:DishwasherWasherDryerMicrowaveFridgeOven/Stovetop – GASOven/Stovetop – ELECTRIC Does the property have laundry machines? (if laundry is shared with the HOA, select NO)YesNoTell us about the laundry facilities…Dryer Hookups:GasElectricWasher Hookups:GasElectricWhat machines are provided:Washer ProvidedDryer ProvidedWasher and Dryer ProvidedNo machines provided, hook ups only Tell us about the heating and cooling…Heating Source:GasElectricNo heating availableHeating Equipment:Central AirWall UnitAC Source:GasElectricNo AC availableAC Equipment:Central AirAttic FanSwamp CoolerWall Unit What is the Occupancy Status?VacantTenant OccupiedOwner Occupied Tell us about the Tenant…Name First Last Email Phone Tell 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: 100 MB. 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:Garage Door Remote:Pool Key:Other Key:Any other notes on the keys? Are there any issues or necessary repairs you would like us to know about?Are there anything else about the property you would like us to know about? 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
