Owner Intake Form - Leasing Agent Only - Nestwell Property Management

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LEASING AGENT ONLY - OWNER INTAKE FORM

We are very excited to assist you with finding some great new tenants for your rental. To get started, we need your help with a few things by filling out this form. It will take a little work initially, but this information is important for us to make sure things are done right.

We recommend you scroll through to ensure you have everything before proceeding. Set aside 15+ minutes to fill out this form and be prepared to provide all the required info.

We are glad to assist at any time feel free to call your agent.

Form and Sign-up Checklist

Below is a list of items that are required on this form (in addition to others, please click next to view the full form). There are also additional items you will provide throughout the sign-up process, so please prepare the appropriate documents and information before proceeding. WE WILL NOT BE ABLE TO BEGIN MARKETING UNTIL THIS OWNER INTAKE FORM IS COMPLETED.

Items completed through this form:

1) Completed online Owner Intake Form (you will fill this out by clicking next)
a) This form will ask you to provide owner information (for all owners), business/trust information (if owned by business/trust), building and unit information and amenities, advertising guidelines, utility company information, maintenance information, and other supporting information.

Items completed outside of this form:

2) Provide at least 2 sets of keys to the property, mailbox keys, amenity keys/cards, etc.

3) Provide all garage door remotes (at least 1 per garage stall. E.g a 2-car garage, we will need 2 remotes).

Things You Should Know

Since we truly want our working relationship to be successful, below are a list of items you should know. These expectations and guidelines are also described in our Property Owner Manual on our resource site. CLICK HERE

Many of the notifications and ways you are informed are automated and sent via email. Please make sure you have given us the best email to reach you and that you check it regularly.

You can expect to receive a showing and lead activity report each Tuesday Morning. We will reach out with any noteworthy feedback or updates on applications as necessary

You will have the opportunity to review and select some additional services like help with coordinating cleaning, carpet cleaning, inspections, and more.
Acknowledgement*
- I acknowledge having read this section "Things You Should Know"

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INVESTMENT GOALS
Rental Property Address*
Street Address Address Line 2 City State ZIP Code
Owner Confirmation of Legal Rental*
- I, the owner or legal representative of the owner of this rental property, acknowledge it is my responsibility to confirm it is legal and allowed to rent this property. I have confirmed with the city, HOA, or any other organization involved with this property it is legal and allowable to rent this property. Nestwell Property Management nor any of its agents, team members, etc. will not be held responsible in any way for leases that are signed if it is determined after the property is not legal or allowed to be rented.
Is this property currently occupied?*
Are you interested in purchasing more rental properties?*
Describe your investment interests?*
What investments might you be interested in?*
How did you hear about us?*
Please list the name of the person or company that referred you (not required but appreciated)*
Which search engine, website, tv show, radio show, trade show, or other?*
OWNER INFORMATION
Property Owner Type*
Number of Owners (of property or business)*
These are individuals or entities on title and recorded as owners of the property, or owners of the business or trust which own the property.
BUSINESS or TRUST
Full Business/Trust Name*
Entity Type*
EIN or TaxID*
Owner #1 (Primary Owner)
The primary owner is the first point of contact for maintenance items, leasing and other items.
Primary Owner*
First Last
Address (residence or mailing, not rental property)*
Street Address Address Line 2 City State ZIP Code
Email*
Enter Email Confirm Email

We communicate primarily via email. Please put the BEST email address for you, otherwise you may miss valuable information.
Cell Phone*
Primary phone you use. (Should be able to receive text)
Other Phone
Preferred Method of Contact
Date of Birth*
What percentage of rent payments will Primary Owner receive?*
Select 100% if all payments will go to this owner. A W-9 will be required for each owner. (If you are spouses that file taxes jointly, please select 100% of payment to go to only one owner)
Owner #2
This section is for the information of a 2nd owner.
Owner #2*
First Last
Address same as Owner #1 (residence or mailing, not rental property)*
Address (residence or mailing, not rental property)
Street Address Address Line 2 City State ZIP Code
Email*
Enter Email Confirm Email

We communicate primarily via email. Please put the BEST email address for you, otherwise you may miss valuable information.
Cell Phone*
Primary phone you use. (Should receive text)
Preferred Method of Contact
What percentage of rent payments will Owner #2 receive?*
Select 100% if all payments will go to this owner. A W-9 will be required for each owner. (If you are spouses that file taxes jointly, please select 100% of payment to go to only one owner)
Owner #3
This section is for the information of a 3nd owner.
Owner #3*
First Last
Address same as Owner #1 (residence or mailing, not rental property)*
Address (residence or mailing, not rental property)
Street Address Address Line 2 City State ZIP Code
Email*
Enter Email Confirm Email

We communicate primarily via email. Please put the BEST email address for you, otherwise you may miss valuable information.
Cell Phone*
Primary Phone you use (Should receive text)
Preferred Method of Contact
What percentage of rent payments will this owner receive?*
Select 100% if all payments will go to this owner. A W-9 will be required for each owner.
RENTAL BUILDING INFORMATION
Building Type*
Building Architecture/Style*
Other Style Description*
Number of Bedrooms*
Number of Bathrooms*
UNIT AMENITIES - List those that apply to individual units*
- Animals (Friendly)
- Animals (Not Allowed)
- Assigned Covered Parking
- Assigned Parking
- Balcony
- Bangerter Highway Access
- Basement (Finished)
- Basement (Unfinished)
- Basketball
- Cable Ready
- Ceiling Fans
- Clubhouse/Fitness Center
- Cold Storage
- Cooling (Central Air)
- Cooling (Swamp Cooler)
- Countertops - Granite/Quartz
- Countertops - Solid Surface
- Courtyard/Common Yard
- Deck
- Dining Room
- Dishwasher
- Disposal
- Double Oven
- Double Vanity
- Family room
- Fireplace
- Floors (Carpet)
- Floors (Hardwood)
- Floors (Laminate/LVP)
- Floors (Tile)
- Furnished
- Furnished (Partially)
- Garage (1 Car)
- Garage (2 Car)
- Garage (2.5 Car)
- Garage (3 Car)
- Garage (4+)
- Garden Tub
- Gas Stove
- HOA Community
- Hot Tub
- I-15 Access
- I-215 Access
- Island Kitchen
- Lake
- Living Room
- Microwave
- Mountain View Corridor Access
- New Flooring
- New Paint
- New Property ( < 5 years)
- Office/Den
- One-Level Living
- Patio
- Playground
- Pool
- Porch
- Refrigerator
- RV Parking
- Separate Tub & Shower
- Shed/Out-Building
- Skylights
- Smoking (Not Allowed)
- Sprinklers (Auto)
- Sprinklers (Manual)
- Staggered Cabinets
- Stainless Steel Appliances
- Tennis Court
- Trax Station Access
- Upgraded Cabinets
- Vaulted Ceilings
- Views
- Volleyball
- Walk-In Closet
- Washer/Dryer (Included)
- Washer/Dryer (Coin-Op)
- Wahser/Dryer (Shared)
Number of Units in Building*
Please enter a number from 2 to 4.
Year Built*
Please enter a number from 1776 to 2050.
Estimation is ok
What is the total square feet?*
Estimation is ok
What is the finished square feet?*
Estimation is ok
Acres
Please enter a number from 0 to 999.
Estimation is ok
UNIT INFORMATION SECTION (for multi-unit properties only)
Unit #1 Info
Unit #
# of Levels (including any basement)
Please enter a number from 1 to 4.
Bedrooms
Please enter a number from 0 to 20.
Full Bathrooms
Please enter a number less than or equal to 20.
A full bathroom has a toilet, sink, and tub.
Three-Quarter Bathrooms
Please enter a number less than or equal to 20.
A 3/4 bathroom has a toilet, sink, and shower (no tub).
Half Bathrooms
Please enter a number less than or equal to 20.
A half bathroom has a toilet & sink (no tub or shower).
Parking
- Garage
- Carport
- Covered
- None
# of Stalls
Please enter a number less than or equal to 4.
Assigned Parking #s
Other Notes
Occupancy
- Tenant Occupied
- Vacant
Unit #2 Info
Unit #
# of Levels (including any basement)
Please enter a number from 1 to 4.
Bedrooms
Please enter a number from 0 to 20.
Full Bathrooms
Please enter a number less than or equal to 20.
A full bathroom has a toilet, sink, and tub.
Three-Quarter Bathrooms
Please enter a number less than or equal to 20.
A 3/4 bathroom has a toilet, sink, and shower (no tub).
Half Bathrooms
Please enter a number less than or equal to 20.
A half bathroom has a toilet & sink (no tub or shower).
Parking
- Garage
- Carport
- Covered
- None
# of Stalls
Please enter a number less than or equal to 4.
Assigned Parking #s
Other Notes
Occupancy
- Tenant Occupied
- Vacant
Unit #3 Info
Unit #
# of Levels (including any basement)
Please enter a number from 1 to 4.
Bedrooms
Please enter a number from 0 to 20.
Full Bathrooms
Please enter a number less than or equal to 20.
A full bathroom has a toilet, sink, and tub.
Three-Quarter Bathrooms
Please enter a number less than or equal to 20.
A 3/4 bathroom has a toilet, sink, and shower (no tub).
Half Bathrooms
Please enter a number less than or equal to 20.
A half bathroom has a toilet & sink (no tub or shower).
Parking
- Garage
- Carport
- Covered
- None
# of Stalls
Please enter a number less than or equal to 4.
Assigned Parking #s
Other Notes
Occupancy
- Tenant Occupied
- Vacant
Unit #4 Info
Unit #
# of Levels (including any basement)
Please enter a number from 1 to 4.
Bedrooms
Please enter a number from 0 to 20.
Full Bathrooms
Please enter a number less than or equal to 20.
A full bathroom has a toilet, sink, and tub.
Three-Quarter Bathrooms
Please enter a number less than or equal to 20.
A 3/4 bathroom has a toilet, sink, and shower (no tub).
Half Bathrooms *
Please enter a number less than or equal to 20.
A half bathroom has a toilet & sink (no tub or shower).
Parking
- Garage
- Carport
- Covered
- None
# of Stalls
Please enter a number less than or equal to 4.
Assigned Parking #s
Other Notes
Occupancy
- Tenant Occupied
- Vacant
MARKETING and ADVERTISING
The information in this section will assist us in effectively marketing and advertising your property for rent. With the right information our advertising makes it possible to rent your properties quickly.
What Are the Features of the Property You Love?

We are the experts at making advertising content to help create the description of your property, but we also want to hear from you about your favorite features and highlights.
Photos*
Our goal is to quickly have photos for your rental listings. This can often cause delays to wait for the property to be ready.You can provide photos or agree to pay $100 for professional photos. Please select the best option below
Date The Home Will Be Vacant*
MM slash DD slash YYYY

This is the date the person who currently lives in the home will be completely moved out and ALL personal property is removed from the home.
What date are you ready for us to start showing the property?*
MM slash DD slash YYYY

We are happy to show occupied homes, but we do not want to advertise until it is ready to show. When a home is occupied, this is the date you would be fine with prospective tenants coming through your home.
How will you get the keys to us?*
THE BEST WAY to get a key to us is to hide one key at the property and tell us the location. Leave all other keys, garage remotes, etc in a kitchen drawer.
Hidden Key Location

If you have hidden a key, please explain where the key is so we can pick it up and put a lockbox at the property.
Other Ways to Access the Property?
Please list any garage codes, community gate codes, security system codes, or electronic keypad codes available to enter the property.
Desired Lease Term/Structure (select all that apply)*
- Month-to-Month
- 3 months
- 6 months
- 12 months
- 2 years+
- Lease Option
- Lease to Purchase
- For rent and sale
- Other
Other Desired Lease Term
Will Pets Be Allowed?*
Special Pet info (If needed)

For example: Let us know if there are specific pet restrictions like size (under 40lbs.), type of pet (no cats), or anything you need to share. Community pet rules would go here.
How much rent would you expect for your property? (if multi-unit, list each unit)*
Does this property belong to an HOA?*
HOA Payment Info
As part of the rental price determination, you should have discussed with a Nestwell Agent the possibility of including the HOA in the rent, having the residents pay a portion, or residents pay all of the HOA each month.
HOA Information
HOA Community Name*
HOA Management Company Name*
HOA company Phone Number*
HOA company Email*
How much is the HOA? (EX: $365 billed quarterly)*
What does the HOA include? (be specific about amenities and services?)*

Please list all amenities and services included in the HOA. Ex: Access to pool, Internet, basic cable, snow removal, yardcare, fitness center, tennis courts, theater room, or any other inclusions.
Does this property also belong to a Secondary or Sub-HOA?*
There are many homes that belong to a Master Community HOA, but are also part of a secondary or Sub-HOA.
Sub-HOA Name*
Sub-HOA Management Company Name*
Sub-HOA company Phone Number*
Sub-HOA company Email*
If the internet is included, will it be left in the owners' name or if the tenants need to call for service.*
- Left in owners name
- Tenants need to call for service
Water / Sewage / Garbage / Mailbox Info
Exterior Water*
Sewer Type*
Garbage Collection Day
# of Garbage Cans & Recycle Bins
Mailbox # and location of the mailbox?*
Where is the assigned parking*
Who will be responsible to pay for these utilities during tenancy? *
Electric - Is Tenant Responsible to Pay?*
- Tenant pays full bill
- Tenant pays part of bill (multi-unit properties)
- Include in Rent
- Included in HOA
- N/A
More specifically, who will be responsible to pay for this Utility while tenants are living in the property?
Gas - Is Tenant Responsible to Pay?*
- Tenant pays full bill
- Tenant pays part of bill (multi-unit properties)
- Include in Rent
- Included in HOA
- N/A
More specifically, who will be responsible to pay for this Utility while tenants are living in the property?
Water - Is Tenant Responsible to Pay?*
- Tenant pays full bill
- Tenant pays part of bill (multi-unit properties)
- Include in Rent
- Included in HOA
- N/A
More specifically, who will be responsible to pay for this Utility while tenants are living in the property?
Sewer - Is Tenant Responsible to Pay?*
- Tenant pays full bill
- Tenant pays part of bill (multi-unit properties)
- Include in rent
- Included in HOA
- N/A
More specifically, who will be responsible to pay for this Utility while tenants are living in the property?
Garbage - Is Tenant Responsible to Pay?*
- Tenant pays full bill
- Tenant pays part of bill (multi-unit properties)
- Include in rent
- Included in HOA
- N/A
More specifically, who will be responsible to pay for this Utility while tenants are living in the property?
MAINTENANCE
This section will go over maintenance information, some add-on services, as well as criteria and condition standards we abide by for all of our properties.
By selecting our Leasing Agent Only Service, you understand you will coordinate all maintenance and repairs for this property. We expect the property to be clean and in good repair in order to be ready for the tenant move-in.
Who is responsible for the yardcare?*
Who will be responsible for standard mowing, trimming of regular bushes, weeding, etc (Tree trimming, extra large bushes, and some items will be the responsibility of the owner)
Smart Home Devices? Please share info:*
Do you have any smart home devices like a Ring doorbell, Nest thermostat, smart sprinkler timer, etc? Please tell us what you have and any instructions we will need for setup.
Cooling Type*
Heating Type*
Location of furnace filter*
Size of filter*
Sprinkler Type*
Recommended Maintenance Standards:
Nestwell Property Management has developed property standards to assist our clients in accomplishing the following:
1) Reduce their liability as investment property owners.
2) Help preserve their assets and reduce costs caused by deferred maintenance.
3) Give them a competitive advantage in an increasingly competitive rental market (higher rents, less vacancy time).
4) Provide a safe, clean environment for their tenants and encourage long-term residency.

The property standards which are outlined on the link below are guidelines to help standardize the process of getting investment properties into a rent-ready condition. Each investment property is unique and these standards are meant to serve as a guide to help our clients be as informed as possible about the recommended condition for a rental property.
To view Nestwell's property standards and guidelines, click here.
Minimum Property Standards:
In an effort to be successful in our role as your property manager, we require that your property be maintained at a minimum standard in order to avoid Fit Premises Act violations and/or other local and national regulations.
We will not be able to advertise your property for lease until your property is at this minimum standard and we will require that this standard be maintained while we are your property manager.
To view the minimum property standards, click here.
Special Maintenance or Upkeep Instructions for Tenants
This is not required, but we would like to give you the chance to list and/or describe any special or specific maintenance instructions you would like us to pass on to each set of tenants. You as the owner generally have a better idea of those unique maintenance tricks and tips related to your property. We would like to pass those items on to your tenants to make their stay easier, and to help keep your property well kept. You can list items such as running the sprinkler timer (if it's not standard), caring for the yard, maintaining the furnace or AC, caring for the floor, countertops, etc. Feel free to list or describe what you think would be helpful.
OPTIONAL SERVICES
Help! Rent-Ready Coordination*
Nestwell Offers to help with the coordination to get the home ready for $299. We can help coordinate cleaners, carpet cleaners, mechanical turnover, etc. (This does not include the cost of the actual work to be done for cleaning, carpet cleaning, repairs, etc.) Please select an option below if you would like the help of our maintenance team.
Comprehensive Property Evaluation Reports*
Nestwell Offers property evaluation services for $129/Report for a walk-through evaluation with photos and notes. Nestwell will schedule with the residents and complete an evaluation and send you the report.
Yard Assessments*
Nestwell Offers to do Yard Assessments in the Spring and Fall. This includes an assessment of the yard along with recommendations for what needs to be done to have the yard properly maintained.
VERIFICATION & DISCLAIMER
Verification of Information*
- Verification of Information * The information provided in this Owner Intake Form is correct and accurate to the best of my understanding.
Email & Contact Disclosure*
- Email & Contact Disclosure * I understand and opt-in to the company email campaigns which will be used to provide important information about the management of my property, maintenance information, market updates, and other information about the company services. I understand that my contact information may be used by the company and its affiliates to contact me about additional services related to the management of my property and other real estate related services.
Signature*

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Step 1 of 3

LEASING AGENT ONLY - OWNER INTAKE FORM

Form and Sign-up Checklist

Things You Should Know

INVESTMENT GOALS

OWNER INFORMATION

BUSINESS or TRUST

Owner #1 (Primary Owner)

Owner #2

Owner #3

RENTAL BUILDING INFORMATION

UNIT INFORMATION SECTION (for multi-unit properties only)

Unit #1 Info

Unit #2 Info

Unit #3 Info

Unit #4 Info

MARKETING and ADVERTISING

HOA Information

Water / Sewage / Garbage / Mailbox Info

Who will be responsible to pay for these utilities during tenancy? *

MAINTENANCE

Recommended Maintenance Standards:

Minimum Property Standards:

OPTIONAL SERVICES

VERIFICATION & DISCLAIMER

CONFIRMATION PAGE