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Add New Property

Name/Description* Purchase Date
Address* Purchase Price
City* Original Mortgage Amount
County* Lender Name
State* Mortgage (P&I)
Zip* Estimated Taxes
Type Taxes Escrowed?
Legal Desc Mortgage Rate
APN Mortgage Type
Subdivision Name Mortgage Term

 

Does this Property have a home warranty?  
Company Name Phone
Account # Start Date
Exp Date Cost
Company Website Docs  

 

Add Major Appliances:  
Appliance Manufacturer Model Name and/or Number Serial Number Install Date Warranty Exp Date Cost Notes Docs
Refrigerator
owners manual.pdf
Stove
Microwave
Disposal
  (clicking here adds an additional row to the grid that can be filled out)

 

Repairs & Updates Completed:
Description Completed Date Cost Contractor Rating Notes Docs
(clicking here adds an additional row to the grid that can be filled out)

 

Tenants:
First Name Last Name Phone Email Move-In Date Rent Pets? Notes Lease

Smith lease 12-1-18.pdf

 

Scheduled Regular Maintenance Items:
Description Responsible? How Often? Last Done? Email or Text? Email Content Text Content Sent History
A/C Service email sent 9/16/2018
Water heater drain email sent 5/1/2018
Gutter Cleaning email sent 5/1/2018
Replace Air Filters email sent 9/27/2018
(clicking here adds an additional row to the grid that can be filled out)

 

Send general reminder to owner to update this property record every:   Send to: Email     Text

 

 

 

 

 

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