Your management proposal

Step 1: About You

Are you an owner or a representative of the owner?

Step 2: Current Situation

Do you currently use a property management company? — Select — Yes No

Step 3: Changing Management

Current property management company name: What are your primary reasons for considering a switch? Any other details about why you’re switching?

Step 3: Property Management Experience

Who manages your property now? Have you used a professional property management company before? — Select — Yes No

Step 4: Your Properties

How many properties/units do you own/manage that require service? What types of properties are they? (Select all that apply)

Please check all commercial types first, if applicable, then residential types.

Commercial Properties

Residential Properties

Other

In what city/areas are your properties located?

Step 5: Services You’re Looking For

What services are most important to you? Are there any specific challenges you’re currently facing with your properties?

Step 6: Your Priorities & Expectations

If you’ve worked with property managers before (or managed yourself), what have been your biggest frustrations? Which of these common problems, if any, have you experienced? How did these issues impact you or your investment? What are your top goals for working with a new management company? In your own words, what does “excellent property management service” look like to you? How involved do you prefer to be in the day-to-day decisions regarding your properties? — Select your preferred involvement level — Very involved – I like to be informed and approve most decisions. Somewhat involved – Notify me of major issues or expenses, handle the rest. Mostly hands-off – I trust you to manage effectively and only contact me when absolutely necessary. If everything went perfectly with your property management, what would your properties and your involvement look like in 6–12 months?

Step 7: Timeline & Budget

When are you ideally looking to have new property management services in place? — Select a timeframe — As soon as possible Within the next month In 1–3 months In 3–6 months Just researching options for now Do you have a target budget or fee structure in mind for management services? (Optional)

Step 8: Your Contact Information

Thank you! Just a few more details so we can get in touch.

Your Full Name: Email Address: Phone Number: Preferred method of contact: Email Phone Call Text Message (if mobile provided) Best time to reach you: — Select a Time — Morning (9am–12pm local time) Afternoon (12pm–4pm local time) Evening (4pm–7pm local time) Anytime during business hours Any other comments or questions for us?