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Owner Intake

Let's get you set up properly.

This tells us who you are and how you want to work with us. It takes about five minutes. We will ask about each individual property separately.

Only fields marked with a gold star are required. Skip anything you do not know.

Owners

Please give a mailing address for each owner, even if they are the same.

Owner 1

Legal name as it appears on title *

Phone

Email *

Mailing address

Which properties are you bringing in?

List each one. We will send a short property form for each address.

Property 1

Street address *

Unit

City

ZIP

How your properties are held

We ask because the management agreement has to name the owner exactly as title reads.

How are your properties held? * In my or our personal names In an entity In a trust Varies by property

Entity or trust legal name, type, and state of formation

Who is authorized to sign on its behalf?

The managing member, trustee, or officer who will sign the management agreement. Name and title.

If ownership or the entity holding a property changes, I will notify CORE Residential Property Management immediately, so insurance can be modified and the management agreement amended. *

Reaching you

How we get hold of you

Who is our primary contact for day to day decisions?

Preferred method of contact Call Text Email

If we cannot reach the primary contact, who should we call?

Their phone

Emergency contact number

For urgent after-hours matters, a burst pipe or a fire. Leave blank if it is the same as above.

Who else can decide

If someone other than the owners can authorize repairs or leasing decisions, tell us now. Otherwise we will only act on instructions from the owners named above.

Is anyone else authorized to make decisions on this account? Yes No

Authorized person 1

Name

Relationship to you

Phone

What may they authorize?

Maintenance

How you want repairs handled

This is the single biggest driver of how your properties run day to day. We will confirm the specifics for each property separately.

Who handles maintenance? * CORE Residential Property Management handles everything I handle everything myself I handle specific items, CORE handles the rest

Prefer to handle some things yourself? That works.

Whatever you take on, please take on completely: ordering, scheduling, delivery, installation, and confirming it is done. We will get your vendor access to the property.

We split by task, not by moment. If a task is yours, it is yours start to finish. If it is ours, it is ours. A task changing hands halfway through is where things go wrong.

We do not mark up maintenance, so coordinating vendors we did not hire is not something we can absorb. We also cannot track their billing or hold them to a timeline the way we can with our own.

We will ask which specific items you want to handle when we set up each property.

One exception, and it protects you as much as the tenant.

If something on your list affects habitability, heat, water, or essential services, we stay responsible to the tenant under Colorado law no matter who agreed to fix it. If it is not resolved in the time the law allows, we will arrange the repair and bill your account.

Maintenance approval threshold *

The amount we may spend on a repair without calling you first. The minimum is $500. We have entered our recommendation of $1,000, because almost any appliance repair now costs more than that, so a lower threshold means a phone call on nearly every job. Change it if you prefer.

Our minimum is $500.

Contractors and vendors will be given unattended access to the property for repairs and service. *

Your vendors

Are there vendors you would like us to keep using? Yes No

Vendor 1

Trade

Company or name

Phone

Any vendor you would rather we did not use?

We use our own vetted vendors by default. A vendor you prefer still needs to meet our insurance and licensing requirements.

Almost done

A little context

How did you hear about us? *

Who should we thank?

What brings you to a property manager now?

Optional. It helps us know where to put our attention in the first month.

Is there anything else we should know?

The information I have provided is accurate and complete to the best of my knowledge, and I will notify CORE Residential Property Management of any material changes. *

What happens next

A short Property Intake form for each property you listed with us.
Your management agreement and the necessary disclosures.
A secure envelope for your W-9 and banking authorization.
An email about your insurance, written so you can forward it straight to your agent.

For the banking envelope, have your tax ID ready, whether that is a Social Security number or an EIN, along with your bank routing and account numbers and a voided check. We ask for the check as a second source, so a transposed digit never sends your money to the wrong account. None of that is collected on this form. It travels through a signed, encrypted envelope instead.