Intake Form

Client First Name*
Client Last Name*
Client Phone Number*
Client Email
Alternate Phone Number
Client Fax Number
Client Address
Client Address Line 2
City of Client Address
State of Client Address
Zip Code of Client Address
Owner Information
First Name of Owner
Last Name of Owner
Phone Number of Owner
First Name of Owner's Spouse
Last Name of Owner's Spouse
Owner Information
- LLC
- LLP
- Corporation
- Trust
- Single Person
- Married Separate Property
- Married Marital Community Property
Tenant Information
First Name of Tenant
Last Name of Tenant
Marital Status of Tenant
Marital Status of Tenant
First Name of Tenant's Spouse
Last Name of Tenant's Spouse
Date of Birth of Tenant
SSN of Tenant
Is Tenant or Any Dependent of the Tenant in Active Duty or Reserved Military Services?
- Yes
- No
Lease Information
Address of Lease
Address Line 2 of Lease
Unit Number of Lease Address
City of Lease Address
State of Lease Address
Lease Enter Date
Lease End Date
Are There Multiple Residences at the Property?
- Yes
- No
Explain
Deposit Amount
Deposit
- Security
- Damage
- Cleaning
Monthly Rent Amount
Rent Due Date
Rent Late After
Late Fee
Rental Arrears Date 1
Rental Arrears Amount 1
Rental Arrears Date 2
Rental Arrears Amount 2
Rental Arrears Date 3
Rental Arrears Amount 3
Rental Arrears Date 4
Rental Arrears Amount 4
Rental Arrears Total Amount
Tenant Default(s)/ Basis for Action (Non Payment, Etc.)
Notice Served
Notice Issue Date
Manner of Service (Hand Delivered, Post, or Mail)
Name of Client Contact Completing the Form
Date

Owner Information