Intake Form

Thank you for trusting Tenant Planet with your investment.

This Property Intake Form helps us get to know your property inside and out so we can take over management smoothly and deliver the level of service you expect. The more details you share, the better we can protect your investment and confidently handle everything from maintenance to tenant relations.

If a question doesn’t apply or you’re missing certain documents, feel free to leave it blank. Thank you for taking a few minutes to help us serve you better!

Your Leasing Agent

Contact Info

Ongoing Property Services

Safety & Habitability

Property Warranty Info

URL to Warranty Declarations Page


Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Maintenance Report

Exterior Paint Color


Be as specific as possible, include supplier name & color code

Interior Paint Color


Be as specific as possible, include supplier name & color code

Fixtures

Other Maintenance Items

Property Insurance

URL to your property insurance policy’s declarations page


Upload scanned image to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Keys and Openers

Owner Distributions


Please note, you will be able to securely enter your bank account information into our system via your owner portal to enable direct deposit distributions

Federal Tax Reporting Disclosure (Excludes Corporate Owners) We will use your TIN (Taxpayer Identification Number) at the end of each calendar year to provide you and applicable tax reporting agencies with IRS 1099 (Misc. Income) for rents we collect for you (except for corporate owners). In additions we will use your TIN for Section 8 and other rental assistance programs and Welfare Vendor Payment Agreements which require the TIN of the property owner. We will use the legal name and TIN you provide on the attached property management agreement.

Tenant(s)

Please attach Rental Agreement(s), any previous/current: 3 Day Notices, 30 Day Notices, Rent Increase Notices, Vendor Payment Agreements, or other written changes to the rental agreements


Upload scanned image(s) to a cloud (i.e. Google drive, one drive, dropbox etc) and share url here

Current Property Manager Info

Mortgage and Taxes