Intake Form

Thank you for choosing to work with us at Tenant Planet, Inc. The following is our Property Questionnaire—We appreciate you helping us help you by providing the most accurate information as possible for us to be able to assume effective management of the property.

Please note—if you don’t have requested pieces of this information, it is ok to skip, but the more information we have the better, especially in regards to property specific attachments (Rental Agreements, Increases, Notices, and Property related bills).

Your Leasing Agent

Select your leasing agent *

Contact Info

Legal Owner(s)’s Full Name(s) *

Preferred Contact Number *

Alternate Contact Number *

Email Address (of all owners) *

Mailing Address (of all owners) *

Further Comments

Ongoing Property Services

Who Pays water? *

Please Explain

URL to your most recent Water bill
Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Does the Tenant have an outstanding balance? If yes, How much?

Who Pays Gas & Electric? *

Please Explain

URL to your most recent Gas & Electric bill
Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Does the Tenant have an outstanding balance? If yes, How much?

Who Pays Trash? *

Please Explain

URL to your most recent Trash bill
Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Does the Tenant have an outstanding balance? If yes, How much?

Who pays the Sewer bill? *

Please Explain

URL to your most recent Sewer bill
Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Does the Tenant have an outstanding balance? If yes, How much?

If there is recurring Pest Control Service, who pays for it? *

Please Explain

URL to your most recent Pest Control bill
Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Does the Tenant have an outstanding balance? If yes, How much?

Does the Property Have Recurring Pool Service? *

If there is recurring Lawn or Landscaping Service, who pays for it? *

Please Explain

URL to your most recent Landscaping bill
Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Does the Tenant have an outstanding balance? If yes, How much?

Please provide the Landscaper’s name and contact information below:

Is the Property part of an HOA? *

HOA Details

Additional comments regarding ongoing property services

Safety & Habitability

Are there Operable Smoke Alarms in Each Sleeping Area? *

Are there Operable Carbon Monoxide Alarms on Each Floor within 15ft of sleeping areas? *

Is the water heater properly strapped? *

Where is the water shutoff valve for the property located?

Where is the Electric Panel(s) for the Property Located?

Are there any pending problems, ongoing maintenance issues…etc that require attention? *

Please explain

What day is trash day? *

Additional comments regarding safety and Habitability:

Property Warranty Info

Warranty Company Name

Warranty Policy Number

Warranty Company Contact Information

URL to Warranty Declarations Page
Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Maintenance Report

What year was the last time the unit was fully painted?

What year was the unit’s flooring last installed?

Exterior Paint Color
Be as specific as possible, include supplier name & color code

Interior Paint Color
Be as specific as possible, include supplier name & color code

Interior Paint Sheen

Additional comments regarding maintenance reports

Fixtures

Within the last year, have you replaced appliances, water heaters, major plumbing?

Please Explain

What Appliances are owned by the property owner

What Appliances are owned by the tenant

Is there Laundry Equipment At the Property?

Are there Laundry Hook Ups?

What Type?

Please explain

Additional Comments

Other Maintenance Items

Have you had any problems with any drains? *

Please Explain

Do you have trash cans/bins on the property? *

Does the property have any assigned parking spaces? *

What is the assigned Parking Number? (Write n/a if not applicable)

How Many? Where are the located? Are there any guest spaces?‍

Does the property have a shared mail box group with other properties? *

How do you identify your mailbox? Where is it located?

What is the assigned mailbox Number? (Write n/a if not applicable)

Does the Property come with any exclusive residence amenities? *

Please explain

Do you allow pets to be included on the lease? *

Any comments about pets

Additional Comments regarding maintenance items

Property Insurance

URL to your property insurance policy’s declarations page
Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Insurance Company Name *

Insurance Company Name *

Keys and Openers

What keys, fobs or openers, are necessary for full use and enjoyment of the property? *

How would you like to provide Tenant Planet access keys/remotes? *

Please note, if mailing keys, they must be mailed in a PACKAGE NOT ENVELOPE. If mailed via envelope, they will be lost during the post office’s sorting process.

‍For San Diego Area Properties: Mail to 35 Third Ave Chula Vista, CA 91910

For Bay Area Properties: Mail to 2033 Gateway Pl #550 San Jose, CA 95110

Additional comments

Owner Distributions
Please note, you will be able to securely enter your bank account information into our system via your owner portal to enable direct deposit distributions

Should your property produce positive cash flow you instruct Tenant Planet to *

How much would you like as your flat distribution?

Federal Tax Reporting Disclosure (Excludes Corporate Owners)
We will use your TIN (Taxpayer Identification Number) at the end of each calendar year to provide you and applicable tax reporting agencies with IRS 1099 (Misc. Income) for rents we collect for you (except for corporate owners). In additions we will use your TIN for Section 8 and other rental assistance programs and Welfare Vendor Payment Agreements which require the TIN of the property owner. We will use the legal name and TIN you provide on the attached property management agreement.

Additional comments *

Tenant(s)

Please attach Rental Agreement(s), any previous/current: 3 Day Notices, 30 Day Notices, Rent Increase Notices, Vendor Payment Agreements, or other written changes to the rental agreements
Upload scanned image(s) to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Unit

Deposit

Tenant(s) Name

Telephone Number

Initial Rent

Current Rent

Unit BD Count

Unit Bathroom Count

Stove Provided

Refrigerator Provided

Current Property Manager Info

Do you currently have an existing property manager for this property?

Please provide details

Have you served them a termination notice?

Please provide details

Please provide details

Additional comments

Mortgage and Taxes

Do you want Tenant Planet to pay your mortgage

URL to Mortgage statement below
Upload scanned image(s) to a cloud (i.e. Google drive, one drive, dropbox etc) and share url hereFurther Comments

Do you want Tenant Planet to pay your property Taxes?

URL to your property tax bill
Upload scanned image(s) to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Are your Property taxes in an impound account?

Further comments

Do you reside outside the state of CA?

Per CA Law, we are required to report and remit funds on your behalf to the CA Franchise Tax Board four times per year.

Are you exempt from CA Franchise Tax Board Withholding?

URL to your exemption certificate
Upload scanned image(s) to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Further comments

Thank you! Your submission has been received!

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Trusted & Loved Lets
Hear from our customers

I highly recommend Tenant Planet, Inc. for your property management needs. The entire staff is very professional and attentive to all our questions and concerns. Alaina met us at the property and did a full assessment, provided us a full marketing plan and went to work for us in getting a fully qualified renter in a very short time.

BRIAN D.

Tenant Planet, Inc. helped my family rent out our condo in East county a year ago. Not only did they do a fantastic job getting our property rented quickly with super high-quality tenants, but this year our plans changed and my mom has moved back into the property. They helped navigate that process and made it super simple.

ALLIE G.

Our job is to protect you from the headaches that come with rental management and give you peace of mind and time to enjoy the things you love.

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