Owner Information Worksheet

"*" indicates required fields

Please note that we cannot enter you into our system until we have received the finalized documentation from Escrow. This can sometimes take a few weeks. Once we have received the information from escrow, you will be invited to join our online management system, Appfolio. However, feel free to submit this form to us at your earliest opportunity.

Name of Association*

Seller's Name*

First Last

Will this property be used as an investment property?*

Yes

Property Information

Expected Move-In Date

Property Address*

Street Address Address Line 2 City State ZIP Code

Mailing Address*

Same as Property Address

Street Address Address Line 2 City State ZIP Code

Owner's Information

Legal Name*

First Last

Phone*

Email*

Vehicle(s)*

Make

Model

Year

Color

License Plate

This property has more than one owner

Yes

Second Owner's Information

Legal Name

First Last

Phone

Emergency Contact Information

Name

First Last

Phone

Electronic Delivery

Would you like all homeowners notices, information or documents to be sent electronically via email? This will serve as formal delivery in lieu of mailing through the USPS.

Yes

Primary Owner's Name*

First Last

Signature*

Second Owner's Name

First Last

Signature

Additional Information

Upload your files

If you have files you need to send us upload them here.

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 100 MB.

New Owner Information Worksheet

Property Information

Owner's Information

Second Owner's Information

Emergency Contact Information

Electronic Delivery

Additional Information