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Nestwell Property Management
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    OWNER AND PROPERTY INFORMATION "OPI"

    We are very excited for you to be a part of Nestwell Property Management and thank you for choosing us. We have helped our clients become successful in owning and managing their rental homes and we hope the same for you! Before that can happen, we need your help with a few things by filling out this form. It will take a little work initially, but once setup things will be much easier for you.

    This form will give Nestwell the necessary information to better understand your needs.  The good thing is this will take the guess work out of what we do for you and we have a better understanding of your needs.  We are committed to your happiness.

    We recommend you scroll through to ensure you have everything before proceeding. Set aside 20+ 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.

    This site is SSL secured and all submitted data is encrypted for your protection.

    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 MANAGEMENT UNTIL THE FULL LIST OF ITEMS HAVE BEEN PROVIDED TO NESTWELL PROPERTY MANAGEMENT.

     

    Items completed through this form:

    1) Completed online Owner and Property Information "OPI" (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, tenant information (if occupied), and other supporting information.

    2) Proof of property liability and hazard insurance (submitted through this online form),

    3) If tenant occupied, upload all lease forms, rental applications, and a copy of the current tenant ledger.


    Items completed outside of this form:

    4) Completed and signed management agreement and W-9. These forms will be sent to you through Docusign to be signed electronically.

    5) If tenant occupied, transfer all held security deposits and liabilities (last month's rent, pet deposits, utility deposits, etc.) to our office.  If you would rather hold the deposits, then you will be responsible for the disposition of the deposit when the tenant vacates.

    6) Provide at least 2 sets of keys to the property.

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

    8) Set-up Landlord Agreements with corresponding utility companies (this is very important to avoid issues with utilities and potential damage caused by service disconnection).

    9) Property Insurance changed to include any available riders for rental property (often times there is a discount if it is managed by our company). Add as additionally insured "Nestwell Property Management"

     

    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

    • We have years of experience managing rental properties for clients and have continued to refine our processes. Our services are best suited to property owners that are wanting to step back from the day to day of managing properties. Through the management agreement you authorize us to act and make decisions on your behalf.
    • Because of this, many of the notifications and ways you are informed are automated and sent via email ( Click Here for list of auto notifications). However, you should expect to have involvement in the following situations:
      • Pricing of your rental.
      • We will want and need your involvement in maintenance and repair items exceeding the maximum listed in the agreement.
      • We will need to know if you plan not to renew any leases or list a unit for rent if a tenant moves out (e.g. you decide to sell through one of our agents).
      • We will need your involvement if there is ever a potential eviction situation (although very rare, we have a less than 1% eviction rate)
    • You should be aware of some expected on-going maintenance costs:
      • Rekey: To reduce your liability and increase tenant safety, we control the cuts to the keys and each new set of tenants will receive a fresh set of keys. The first time we rekey a unit, we will install new Smartlocks. Although this initial rekey is an investment, each rekey thereafter is very reasonable and you will save money. Click Here for rekey costs.
      • Wear & Tear: There are often some minor items that need to be completed between tenants that may not be charged to a tenant. There are also minor items we will see that need to be completed during a time of vacancy in preparation for a new tenant such as light bulbs, smoke detector batteries, minor cleaning. For more on Wear & Tear Click Here .
      • Service Requests: We do our absolute best to keep your financial interests in mind and will approve necessary work orders as they come in. You are notified via email when a new service request is submitted by the tenant or by our team. You are welcome to reply or call with any questions.
      • Other: We will maintain sprinkler systems and any other preventative maintenance you enroll in through this form.
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  • Watch First for Step-by-Step Owner Onboarding!

  • Address and Info

  • Please select the option that best describes the occupancy of the property.
  • OWNER INFORMATION

  • 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

  • Owner #1 (Primary Owner)

    The primary owner is the first point of contact for maintenance items, leasing and other items.
  • We communicate primarily via email. Please put the BEST email address for you, otherwise you may miss valuable information.
  • Primary phone you use. (Should be able to receive text)
  • 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.
  • We communicate primarily via email. Please put the BEST email address for you, otherwise you may miss valuable information.
  • Primary phone you use. (Should receive text)
  • 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.
  • We communicate primarily via email. Please put the BEST email address for you, otherwise you may miss valuable information.
  • Primary Phone you use (Should receive text)
  • Select 100% if all payments will go to this owner. A W-9 will be required for each owner.
  • Authorized Contact and/or Decision Maker?

  • An authorized contact or emergency contact if the owners are not available.
  • Authorized Emergency Contact Info

    Authorized Contact Info
  • We communicate primarily via email. Please put the BEST email address for you, otherwise you may miss valuable information.
  • Primary phone you use. (Should receive text)
  • RENTAL BUILDING INFORMATION

  • Please enter a number from 2 to 4.
  • Please enter a number from 1776 to 2050.
  • Estimation is ok
  • Estimation is ok
  • UNIT INFORMATION SECTION

  • Unit Info

  • Please enter a number from 1 to 4.
  • Please enter a number from 0 to 20.
  • Please enter a number less than or equal to 20.
    A full bathroom has a toilet, sink, and shower or tub.
  • Please enter a number less than or equal to 20.
    A half bathroom has a toilet & sink (no tub or shower).
  • Please enter a number less than or equal to 4.
  • Does the yard have a fence? Please select if it is fully fenced, partially fenced, or not fenced.
  • 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. PLEASE WATCH THE CORRECT VIDEO BELOW: Select "Occupied" if we will be showing your home while occupied and "Vacant" if the home will be vacant before showing.
  • Please read the options and information below very carefully. This will affect when your rental will be listed for rent and shown. If you as the owner or any of your assigned vendors will be working on the home, we WILL NOT start marketing the property until all of those items are complete and you have fully turned over the property to our maintenance team.
  • Are the views amazing? Is the location near mountains or water? Let us know the features you love.
  • Our goal is to have great professional photos for your rental listings. This can often cause delays to wait for the property to be ready. Please select the best option below ** If you provide photos, you MUST have permission to use the photos if they were not taken by you
  • MM slash DD slash YYYY
    This is the date that you the owner or the person who currently lives in the home will be completely moved out, ALL personal property is removed from the home and ANY and ALL maintenance work you will oversee or perform is FULLY COMPLETE.
  • 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.
  • THE BEST WAY to get keys to us is to leave all of the keys, garage remotes, etc inside a kitchen drawer, except for hiding one key at the property and letting us know the location.
  • We MUST have these codes if there are not keys.
  • Please leave all garage remotes in a kitchen drawer. We need 1 remote for each garage parking stall
  • Please list any community gate codes, security system codes required to enter the property.
  • The Zillow Group, which includes rental listing sites Zillow, Trulia, Hotpads, and others now charges for rental listings. The charge to you is $30/month (only while the property is listed) and Nestwell will be advertising on these sites unless you complete the form to opt-out. You can see more details by clicking the link below.
  • Additional Details for Zillow Group Advertising and the form to opt-out are here.
    Zillow Group Advertising Information
  • You will be enrolled in the Pet Damage Protection Program through Nestwell Property Management unless you complete the form to opt-out. You can see the details of this great program by clicking the link below. By allowing Nestwell Property Management to approve a pet, Owner is automatically enrolled in Nestwell’s Pet Damage Protection Plan at no cost to Owner. If Nestwell approves a pet that causes damage to the premises, Nestwell will cover pet-caused damage up to $3,000.00 (Three Thousand Dollars) in the case that cost of the pet damage is in excess of the tenant’s security deposit held by Nestwell.
  • Additional Details for the Program and the form to opt-out are here.
    Pet Damage Protection Program Information
    If you wish to clarify type, size, etc. of pets allowed, you will need to complete the Docusign Form available in the article.
  • 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. It is essential that Nestwell receives the HOA statement each month. This ensures clear and consistent communication with the HOA regarding any violations and critical community updates, enabling us to effectively manage your property and maintain compliance on your behalf.
  • HOA Information

  • Please list all amenities and services included in the HOA. Ex: Access to pool, Internet, basic cable, water, sewer, garbage, snow removal, yardcare, fitness center, tennis courts, theater room, or any other inclusions.
  • There are many homes that belong to a Master Community HOA, but are also part of a secondary or Sub-HOA.
  • Water / Sewage / Garbage / Mailbox Info

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

    More specifically, who will be responsible to pay for this Utility while tenants are living in the property? *If the bill has to stay in the owner's name, we can still charge all or a portion to the tenant.
  • Please enter the city or company that this utility is serviced through.
    More specifically, who will be responsible to pay for this Utility while tenants are living in the property? *If the bill has to stay in the owner's name, we can still charge all or a portion to the tenant.
  • Please enter the city or company that this utility is serviced through.
    More specifically, who will be responsible to pay for this Utility while tenants are living in the property? *If the bill has to stay in the owner's name, we can still charge all or a portion to the tenant.
  • Please enter the city or company that this utility is serviced through.
    More specifically, who will be responsible to pay for this Utility while tenants are living in the property? *If the bill has to stay in the owner's name, we can still charge all or a portion to the tenant.
  • Please enter the city or company that this utility is serviced through.
    More specifically, who will be responsible to pay for this Utility while tenants are living in the property? *If the bill has to stay in the owner's name, we can still charge all or a portion to the tenant.
  • Please enter the city or company that this utility is serviced through.
  • Lead Based Paint Discloure - (Required if built before 1978)

    Lead Warning Statement Housing built before 1978 may contain lead-based paint. Lead from paint, paint chips, and dust can pose health hazards if not managed properly. Lead exposure is especially harmful to young children and pregnant women. Before renting pre-1978 housing, lessors must disclose the presence of known lead-based paint and/or lead-based paint hazards in the dwelling. Lessees must also receive a federally approved pamphlet on lead poisoning prevention.
  • You are required to read this regarding Lead Based Paint
  • Building Insurance

  • If not, you must provide the company, policy name & phone, and insurance policy # prior to us beginning management services.
  • BUILDING INSURANCE INFO

  • Max. file size: 300 MB.
  • 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.
    Maintenance is a very important part of owning rental property, and is often the source of much frustration to property owners. One mistake investors make in approaching rental property is not budgeting maintenance and repair costs in their purchase or leasing evaluations. You should budget between 10-15% of your gross rents as preventative maintenance and repair costs. Although you may go 6 months with no repairs, sooner or later the water heater, furnace, A/C, plumbing, electrical, appliance, roof, or some other part of the property will need to be fixed or upgraded. It is unavoidable, and as long as you plan on it, and budget it in, it will be less painful. It is important that you maintain your property. If you expect your tenants to take care of the property, you must ensure the property is taking care of your tenants. Refusing to fix different aspects of the property is against the law and simply bad business. The properties we manage must maintain a high standard of quality to be successful rentals.
  • NESTWELL Keyless Entry Locks In today's fast-paced world, security and convenience are paramount for both homeowners and property managers. Keyless entry locks offer an innovative, cost-effective solution to traditional locks, eliminating the need for physical keys. This not only reduces the hassle of rekeying or replacing locks when keys are lost but also saves property owners on ongoing maintenance and locksmith fees. Unique access codes can be easily assigned, updated, or revoked for tenants and vendors, offering unparalleled flexibility. Many keyless locks also feature remote unlocking via smartphone apps, minimizing the risk of lockouts and saving both time and money. In addition to cost savings, keyless entry locks provide enhanced security features such as real-time access monitoring. These systems are built with durability in mind, often experiencing fewer mechanical issues compared to traditional locks. By incorporating smart technology, keyless entry solutions increase property value and cater to tenants who prioritize modern, secure living environments. Ultimately, these systems offer peace of mind through improved control, heightened security, and reduced maintenance concerns. To assist us in providing the correct number of locks for your property, please let us know how many doors require keyless entry. Additionally, if you have any special instructions, feel free to include them in the box above.
  • 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)
  • Please share as much information as possible on the plan for yardcare: Each of these items need to be covered whether by the resident, a vendor, or the HOA: 1. Mowing and Edging 2. Fertilizing 3. Watering 4. Weeding 5. Pruning 6. Deadheading 7. Snow Removal Items the Owner is responsible to pay for: 1. Tree trimming 2. Sprinkler activation 3. Fence Upkeep *There may be cases where a vendor is responsible for some items and the resident is responsible for others. For example: A vendor mows and edges weekly, but resident is responsible for weeding, fertilizing, pruning, deadheading, and snow removal. **Some items might not be applicable at all properties
  • 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.
  • Which type of water heater does the property have?
  • If your home has solar, we need to know so we can make sure it is being managed correctly and residents are getting the correct instructions.
  • Please let us know any important information about the solar system, especially instructions that need to be given to tenants. For example: Does it need to be plugged in? Is there something that needs to be checked regularly?
  • *Home warranties are generally only useful & cost effective for large replacement items such as furnace or AC replacements. Due to large delays in response by warranty companies, they are generally discouraged for service or repair related items. If your property carries a home warranty, we will do our best to work with the home warranty company. It is important to note that for service related items, home warranty companies generally have long delays in service. Should a home warranty company delay more than 24-72 hrs (depending on the severity of the situation), we will need to proceed by using our licensed prefered contractors.
  • Home Warranty Info

  • 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.
  • 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

  • HVAC Service

    We would like to offer you an additional optional service to help in maintaining and extending the performance and life of your furnace and/or central air conditioning system. It has been shown that many issues furnaces and central air are caused by them not having proper cleaning and service work performed. We have replaced many furnaces and central air units recently and would like to avoid such high expenses for our clients wherever possible.
    Please review the cost and what is included below. If you would like to sign up for this service, please indicate below. Upon signing up, the furnace will be serviced this fall and each fall going forward. There is no ongoing contract and this is not a required service, but strongly recommended. If your unit has a central air unit, the furnace and AC unit will also be serviced in the spring at the same price listed below.
  • What's Included: Our licensed and insured technicians will:

    Furnace
    • Check Motor's Amperage
    • Check Capacitor
    • Inspect Wiring & Connections
    • Check Duct Work
    • Measure Air Flow
    • Measure Temperature Differences
    • Monitor Heating & Cooling Cycles
    • Check Blower Fan
    • Replace Thermostat Batteries (as needed)
    • Replace Filter
    • Inspect Heat Exchanger
    • Clean Burners
    • Clean Flame Sensor
    • Clean Chamber
    • Check Ignition System
    • Carbon Monoxide Test
    • Test Safeties
    • Check the Flue
    • Check Gas Mixture
    • Clean Condenser Coil
    • Check Condenser Fan
    • Check Compressor
    • Check Refrigerant Charge
    • Check Evaporator Coil
    • Check Contactor
    AC in Spring (if applicable)
    • Check Motor's Amperage
    • Check Capacitor
    • Inspect Wiring & Connections
    • Check Duct Work
    • Measure Air Flow
    • Measure Temperature Differences
    • Monitor Heating & Cooling Cycles
    • Check Blower Fan
    • Replace Thermostat Batteries (as needed)
    • Replace Filter
    • Clean Condenser Coil
    • Check Condenser Fan
    • Check Compressor
    • Check Refrigerant Charge
    • Check Contactor

    Cost per Service: $99/unit - ($20 discount /unit for 3+ at same location)

  • Evaluation Services

    Included in our general services (move-in, move-out, vacancy inspections (1-2 per week), etc) there are some additional services you can choose to have done which will add value to your investment and ability to stay informed and make decisions as a landlord.
    Interior Evaluation Services: Included are quarterly evaluation reports uploaded on your Owner Portal. These full interior/exterior evaluation reports are uploaded by a third party who completes full color photos documenting condition, maintenance concerns, lease concerns, and other items each time. The main goal is to ensure the tenant is taking care of your property and that your property is taking care of the tenant. The Premium Service includes this evaluation report being automatically uploaded to the portal. The Full Service plan has the option to obtain this report at $50/unit. Again each plan will have the evaluation notes uploaded to your portal every quarter.
  • Should you choose for Manager to handle the billing, you (owner) will need to set up Landlord Agreements with utility companies and instruct on any billing address changes. Manager will facilitate tenant by having appropriate utilities accounts created when leased. There is an additional $1.50 fee per bill/invoice for this service. All multi-family utility billing must be setup as bulk billing so all units show on one statement.
  • EVICTION SHIELD PROGRAM (Optional Warranty Service)

    Eviction Shield Program: In the event of an eviction/unlawful detainer, Nestwell Property Management will pay for your legal and court fees! This can save you hundreds and reduce the hassle surrounding evictions. Evictions can be one of the most frustrating and challenging aspects of owning rental property. Now for a low annual fee, Nestwell Property Management's exclusive Eviction Shield Program will pay for the eviction filing fees, court fees, service fees, legal fees, and constable fees. It's a win-win for our property owners!
  • EVICTION SHIELD TERMS AND CONDITIONS: Eviction Shield applies to the fees associated with evictions or unlawful detainer for tenants that Nestwell Property Management located, screened, and moved in. Nestwell will pay the filing fees, legal fees, constable fees, and court fees associated with the eviction up to $700. Nestwell Property Management at its discretion will charge the amount credited to the Owner back to the tenant and will at Nestwell Property Management's discretion, collect and retain such amounts from the tenant. In the event the tenant requests and is granted a trial and/or jury trial, the owner shall be responsible for such legal fees. Eviction Shield fees are deducted from Owner's rental income or portfolio balance. In the event the unit is occupied at the time of enrollment, Nestwell will honor the Eviction Shield after four consecutive months of management, payment of Eviction Shield fees, and two months of consecutive on-time rent payments by the tenant within four months prior to an eviction being initiated and filed with the courts. Eviction Shield yearly fees are assessed each year the unit is under management by Nestwell and is not contingent on the unit being occupied. Eviction Shield can be cancelled at any time by Owner and is only valid upon payment of the Eviction Shield fees. The benefits of Eviction Shield expire upon the cancellation of management services. It is understood by both Nestwell Property Management and Owner that Eviction Shield is NOT insurance and is in no way a replacement or substitute for any insurances that may be offered by licensed insurance agencies.
  • Rent Protection Program

    Rent Protection Program monthly fees are assessed at the beginning of each month the unit is under management by Nestwell Property Management and is not contingent on the unit being occupied. Rent Protection Program may be cancelled at any time by Owner. The benefits of Rent Protections expire upon the cancellation of management services. Both Nestwell Property Management and Owner understand that Rent Protection Program is NOT insurance and is in no way a replacement or substitute for any insurances that may be offered by licensed insurance agencies.
  • UPLOAD SECTION

    This section contains various fields which will allow you to upload some required documents and other optional documents/data which will assist us in the management process. We appreciate your assistance and cooperation with this.
  • Drop files here or
    Max. file size: 300 MB.
      Any other items that will be beneficial.
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    Nestwell Property Management

    8813 S Redwood Rd Ste D1,
    West Jordan, UT 84088

    (801­) 268-­4134
    support@nestwell.com

    Realtor Referral Program

    Nestwell Property Management is a division of CDA Properties Inc., License #547068-CN00. Principal Broker: Adam Willis, License #6473094-PB00

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