New Owner/ Property Intake Form

Is the home currently vacant?

Yes
No

Who is occupying the home?

Owner Occupied
Tenant Occupied
Other, please describe

Please describe

Have you lived in this home or has it solely been an investment property? This helps us know how familiar you may be with the property details

Yes, I live(d) in this property
No, I have not

Key/Openers/Codes:

We ask that you please rekey all doors (to one key) for security and liability. Please provide us with 4 sets of keys if possible (include mailbox key if applicable), and provide all garage/gate remote openers (please reprogram for security and liability)

Please provide all new entry Codes (for doors, gates, garage, etc.)

Signage:

Are you ok having a For Rent sign & a Key Box on the property?

Yes
No

Optimally a sign assists with marketing exposure and neighborhood “word of mouth”. Conversely, there is a small concern that a sign can highlight the vacancy for potential unauthorized access. Extremely rare, but worth mentioning.

Mailbox:

Location(describe: on house, post at street, common monument):

Is it a locking mailbox?

Yes
No

If yes, please provide a key(s).

Is the mailbox located on a common/group monument?

Yes
No

Describe location and Mailbox #

Crucial property information:

Location of the electric circuit breaker box/panel

Location of exterior water shut off valve(s)

Location of interior water shut off valve(s)

Utility Information - Contact utilities and authorize McNally

As the property Owner please keep all utilities active until the property rents and you should contact all utility companies and authorize McNally Management Inc. to make changes to these accounts to help tenants with util changes and to be able to take out of tenant’s name at move out.

Once the property rents, you as the property Owner should contact the utility companies to verify your name is no longer on account for billing.

List the names and contact information for all utility companies for the property

Natural Gas

Which items use Gas?

Electricity

Water Company

Is the home on a well?

Yes
No

Has the well water been tested?

When?

Do you have documentation?

What company do you prefer for maintenance?

Is there Propane on the property?

Yes
No

Is the tank leased?

Yes
No

Please provide the name and contact information for the company and the location of tank

Is the home on septic or City Sewer?

City Sewer
Septic

Type of septic system(ex. gravity, pump, etc.)

Location of tank(s):

Location of Drain Field:

Last date pumped (if known):

Location of any filters, pumps, etc.:

Any additional information:

Waste Management/Garbage Company:

Is the home internet and cable ready?

Yes
No

Are there any companies that do not have good service reaching this area

Best internet provider for your area, please provide company names and contact

Please describe why it is not and service options that are available to the tenant

Is there telephone service at the property?

Yes
No

Please list the service provider information

Are you willing to allow Pets?

Yes
No

Please provide any specific details and/or restrictions(dogs, cats, size limits, amount limits, etc.):

We will include a $300 increase in the refundable damage and security deposit for each approved pet. Optimally it is best to allow pets because it widens your market options to much larger amount of searching renters.

Misc. Questions –
Note: Please replace all water filters(refrigerator, etc.), smoke/CO detector batteries, furnace filters, etc.)

Does the home have a sprinkler system?

Yes
No

Where is the main control box located:

Location of the shut off valve (If different than control box):

Do you prefer the system is winterized & turned back on in the Spring:

Are all appliances currently on the property included for tenant use?

Yes
No

In Wash State, it is the Landlord’s responsibility to maintain/replace all appliances when needed.

Please list any that are not included:

Please provide any special requirements and operation instructions (ie. Induction stovetop needs special pans/pots, etc.)

Does the refrigerator have a water filter?

Yes
No

When was it last changed?

Smoke & CO detector Information:

Types

Battery
Hardwired
Hardwired with battery back up

Are all functioning correctly and have fresh batteries?

Yes
No

We will coordinate replacement and bill through your rental account
(Tenants will be responsible for battery maintenance during tenancy)

*If any detectors are more than 8 years old, it is prudent for you to proactively replace them now rather than waiting during tenancy which is typically more expensive.

Do you provide routine pest service?

Yes
No

Please provide the name of company and type of routine service (monthly/annually etc) :

Has there been any history of pests, ants, spiders, etc. that we should be aware?

Yes
No

Please provide specific details.

Please Note: If this is a multi-family property, Wash State require Landlords to provide routine pest prevention.

Is the property located in an HOA?

Yes
No

Have you verified there are no restrictions about operating rentals or an owner waiting list?

Please provide us with current copies of CCR’s, Rules & Regulations, etc. We will be including these documents as a part of the lease for tenants to also be responsible as well.

Fenced?

Yes
No
Partial

Describe here:

Rear only, front only, etc.

Heating / Cooling:

HVAC type:

Examples: Forced air Furnace(electric or type of gas), mini split heat pump, cadet, electric board, etc.

Describe location & any additional details of HVAC system:

Does the property have AC, Heat Pump, etc.?

Yes
No

Describe the cooling system.

Fireplace, Woodstove, or other?

Yes
No

Describe type:

Wood, Pellet, Gas, Electric, etc.

Date last chimney service/cleaning?

Is pilot on and functioning?

Yes
No

Any notes regarding starting gas/propane fireplace?

Cameras:

Cameras left on the property often present a privacy concern for new tenants. Please know that it may be best to remove them and/or we may ask you to remove these from the property.

Are there any cameras, Ring-type doorbell cameras on the property?

Yes
No

Please describe them, how they are set up, and if monitored:

Security System:

Is there a security system?

Yes
No

Is it operational or active?

Yes
No

Add detail:

If there is a company that provides the service, please provide the name and contact information:

Additional Notes:

Please provide any additional Other additional notes: (ie, special parking needs, areas of the property that would not be included in the rental (outbuildings, locked storage rooms etc.), concerns, or notes for tenants:

Is there anything that we have not asked that we should know?

Thank you again for taking the time to provide this information. We are confident this will help with a smooth transition and positive rental experience.

McNally Property Management

Questions for the New Owner Form