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\ 1311 Barbara /    \ 1702 Ramona /     \ 7685 Northcross /   (each property has its own separate "tab" on this page)

Description
Address
City
County
State
Zip
Type
Legal
APN
Purchase Date
Purchase Price
Mortgage Amount (Total)
Lender Name
Mortgage Payment (P/I)
Estimated Taxes
Taxes Escrowed? (Y/N)
Interest Rate
Type
Term (years)
Date Sold
Buyer Name
Buyer Email
Notes
1311 Barbara 1311 Barbara Dr San Marcos Hays TX 78666 Duplex 5/1/2003 $130,000 4.25%

 

Tenant List:
First Name Last Name Phone Email Move In Date Move In Notes Documents Current Rent Security Deposit Final Rent Move Out Date Security Deposit Refund Refund Sent Move Out Notes Move Out Photos
Phil Smith 1/1/2016 Co-signed by father Rick Smith, tel #----- lease1.PDF $1,000 $1,000 12/31/2017 $750 1/16/2018 had to have place cleaned, dirty
John Jones 2/1/2018 Roommate Bill Rogers, tel #----- RogersLease.PDF $1,100 1,000

 

Home Warranty Information
Company Name Account Number Start Date End Date Phone Website Notes Uploaded Docs
Warranty of America RTUX-651Y 1/1/2016 12/31/2019
(clicking here adds an additional row to the grid that can be filled out)

 

Appliances
Appliance Install Date Cost Manufacturer Model # Serial # Warranty ends Warranty Contact Installed By Uploaded Docs
Refrigerator
Stove
Cooktop
Disposal
Water Heater

 

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)

 

Completed Repairs & Upgrades:
Description Completed Date Cost Contractor Rating Notes Upload Docs
Kitchen Counters 8/16/2013 $1,100 Bill's Counters **** counters proposal.pdf 
(clicking here adds an additional row to the grid that can be filled out)

 

Contractor List
Company Name Contact Address Phone Email Rates Specialty Notes
Awesome Plumbing (average rating shows here) John Smith
Hot Electric Carl
Bill's Counters   **** Bill
(clicking here adds an additional row to the grid that can be filled out) )

 

To Do List
Description Estimated Cost Time Frame Notes
Bath Remodel $7,000 2020
(clicking here adds an additional row to the grid that can be filled out)

 

Notes
Date By Comment
8/29/2018 Owner Reminder sent — AC filters
8/30/2018 tenant Task — AC filters — completed
12/08/2018 owner Tenant called to notify about rainwater leak around fireplace
(clicking here adds an additional row to the grid that can be filled out)

 

 

 

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