Online Proposal Estimate

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Estimated time: 5 minutes

Thinking about stepping up your property management game? If you’ve decided to bring in a professional but are still weighing your options, just fill out the quick questionnaire below—we’ll send you a personalized quote based on your unique needs and portfolio.

Property Management Needs Assessment

Welcome to Our Property Management Needs Assessment!

Let’s understand your needs better. This will take a few minutes and help us tailor the perfect solution for you.

Step 1: About You

Are you an owner or a representative of the owner?

Step 2: Current Situation

Representative Name: Your Role/Company: Your Email: Your Phone:

Do you currently use a property management company?

Step 3: Changing Management

Current property management company name: What are your primary reasons for considering a switch?

Poor Communication High or Unexpected Fees Slow or Poor Maintenance Lack of Transparency / Poor Reporting Tenant Quality/Vacancy Issues Other

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?

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

Strip Mall Office Building Industrial Property Residential HOA Management Other Commercial Property

Residential Properties

Single-family Home Multi-family (2-4 units, e.g., Duplex, Triplex) Apartment Building / Complex (5+ units) Condominium Unit(s) Short-term / Vacation Rental

Other

Other Property Type (please specify)

In what city/areas are your properties located?

Step 5: Services You’re Looking For

What services are most important to you?

Select All Services Tenant Sourcing & Leasing Thorough Tenant Screening Rent Collection & Financial Management Property Maintenance & Repairs Coordination Detailed Financial Reporting Eviction & Legal Guidance 24/7 Emergency Support Regular Property Inspections Legal & Regulatory Compliance Other Specific Services

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?

Poor communication Maintenance delays / quality issues High vacancies or tenant turnover Late or missing rent payments Eviction or other legal issues Hidden or unexpected fees Lack of transparency in reporting Other issues

How did these issues impact you or your investment?What are your top goals for working with a new management company?

Peace of mind / reduce my stress Maximize Return on Investment (ROI) Consistent & timely rent collection Attract & retain high-quality tenants Minimize vacancies / higher occupancy Proactive & cost-effective maintenance Clear, transparent financial reporting Ensure legal & regulatory compliance Other goals

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? 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? 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: Best time to reach you: Any other comments or questions for us?

Fill out the form

Estimated time: 5 minutes

Welcome to Our Property Management Needs Assessment!

Step 1: About You

Step 2: Current Situation

Step 3: Changing Management

Step 3: Property Management Experience

Step 4: Your Properties

Commercial Properties

Residential Properties

Other

Step 5: Services You’re Looking For

Step 6: Your Priorities & Expectations

Step 7: Timeline & Budget

Step 8: Your Contact Information

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Thank you!