Tenant Intake Form

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1Start Here

2Mailing Address

3Lifestyle

4Finances

5Property Details

6Priorities

Tenant #1

Name*

First Last

Phone*

Email*

Tenant #2

Name

First Last

Phone

Are there any other indirect decision makers involved in this process?

If there is anyone whose opinion value during this process, include them here.

Address*

Street Address Address Line 2 City State ZIP Code

How did you find us?*

Let us know who we have to thank for sending you our way!

Are you new to South Florida?

What is your current living situation?

Ideally, when would you like to be getting the keys to your new property?*

MM slash DD slash YYYY

Why this date?

Do you have a lease ending or a property closing? Let us know why you chose this date so we can plan around it.

Do you have any concerns about this process that you’d like us to address?

What has your property shopping experience been so far?

Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!

Generally, when are you available to see properties?

Since this market is moving quickly, we like to know this up front.

Do you have pets?

If so, please let us know what kind, how big and what breed. Many associations will ask for documentation so the more you give me here, the easier it will be to help you.

How much are you looking to spend monthly for rent?*

I can verify my income with bank statements or paystubs.

I agree

Most places will require that your rent does not make up more than 1/3 your income. In other words, if your rent is $3,000/month, they want to see $9,000/month in income.

None of the tenants who will be on the lease have had any evictions in the last 7 years.

I agree

Even if you don’t agree with the reason for the eviction, if you were evicted and/or there are collections from previous properties, please let us know that now.

None of the tenants who will be on the lease have any form of criminal record.

I agree

If you wait to tell us later, it will make it harder to get you into a property. Please let us know now.

If any of the statements above are false, please explain.

How many bedrooms do you need?*

How many bathrooms do you need?*

How important is a garage*

Do you have a preference for how many stories the property is?*

What type of property are you interested in?*

How comfortable are you doing work on the property?

Are any of these features important to you?

Do you have any preference for the view?

Are there any specific neighborhoods, cities or schools that you’re focused on?*

How do you feel about associations?

Are you open to 55+ communities?

What are your absolute must haves?*

What are the things that you don’t want me to waste your time showing if it’s missing?

What are your nice to haves?*

What are the things that would be pleasant surprises but aren’t mandatory?

What are your absolute dealbreakers?*

You don’t need to reiterate the must haves.

Is there anything else that you’d like us to know about your new property?

We recorded a Buyer Negotiation Workshop that will help you understand the negotiation process. This will help us make the process easier for you, show you how you’re protected and give you best practices since this is the largest asset you will likely ever own. Will you agree to watch it prior to our meeting?*

After you hit submit, you’ll be redirected to the workshop.

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