Monarch Property Owner Intake Form
Form ID: FORM-MON-001
Status: PROPOSED TEMPLATE - legal and licensing review required before operational execution
Owner: Operations & Property Management Lead / Monarch Venture Lead
Entities: Alas 9 Inc. & Monarch Venture Operations
Purpose: Gather minimum property and owner facts for a proposed property management or leasing engagement. This form does not constitute a management agreement, agency appointment, tenant notice, or legal authorization to handle funds.
Collect the completed form through an approved restricted, encrypted channel. Do not store identity documents, bank details, gate or access codes, tenant records, or sensitive property keys in version control or unencrypted trackers. Confirm whether a licensed real estate broker or separate corporate vehicle must execute the agreement before accepting an engagement.
Interactive Printable & Downloadable Instrument
The standardized operational instrument is embedded below. You can complete entries or check off items directly in the viewer, print to paper or PDF via the print trigger, or download the self-contained HTML asset for field distribution.
1. Owner & Legal Authority
| Field | Detail |
|---|---|
| Owner Legal Name / Entity | __________________________________________________ |
| State of Incorporation / Formation | __________________________________________________ |
| Authorized Contact Person | __________________________________________________ |
| Title / Capacity | __________________________________________________ |
| Primary Phone | __________________________________________________ |
| Secure Email Address | __________________________________________________ |
| Preferred Secure Communication Method | [ ] Encrypted Portal [ ] Email [ ] Phone |
| Evidence of Authority Reviewed By & Date | __________________________________________________ |
| Additional Co-Owners / Required Signers | __________________________________________________ |
| Tax / Accounting Contact (Referral Only) | __________________________________________________ |
2. Property & Service Facts
| Field | Detail |
|---|---|
| Property Physical Address | __________________________________________________ |
| Parcel / Jurisdiction / County | __________________________________________________ |
| Property Classification | [ ] Single Family [ ] Multi-Family [ ] Commercial [ ] Industrial |
| Unit Count | Total Units: ______ Occupied: ______ Vacant: ______ |
| Current Lease / Occupancy Status | __________________________________________________ |
| Existing Property Management / Brokerage | [ ] None [ ] Existing Contract Expiring: [Date] |
| Known Environmental / Habitability Issues | __________________________________________________ |
| Emergency Contact & Instructions Location | (Reference secure vault identifier only) |
| Proof of Insurance Carrier & Policy Ref | Carrier: ________________ Policy #: _______________ |
Requested Services (Check all that apply)
- Marketing & Tenant Acquisition (Listing, photography, showings, application screening)
- Tenant Communication & Relations (Maintenance dispatch, notice delivery, liaison)
- Rent Collection & Funds Handling (Requires verified escrow controls, licensing, and legal review prior to enablement)
- Routine Maintenance Coordination (Vendor dispatch, turn servicing, inspections)
- Periodic Property Inspections (Move-in, move-out, semi-annual habitability checks)
- Other Special Scope: __________________________________________________
3. Authority & Operating Limits for Proposed Agreement
| Control Parameter | Proposed Limit / Protocol |
|---|---|
| Standard Repair Authorization Limit | $___________ per occurrence without prior written owner consent |
| Emergency Action Spending Ceiling | $___________ (Immediate action to protect life, health, or catastrophic property loss) |
| Emergency Notification Window | Within ________ hours of emergency action initiated |
| Approved Preferred Vendors | __________________________________________________ |
| Excluded Vendors / Restrictions | __________________________________________________ |
| Owner-Provided Operating / Maintenance Reserve | $___________ (Subject to applicable state trust and escrow laws) |
| Financial & Operating Reporting Cadence | [ ] Monthly [ ] Quarterly [ ] Annual |
| Key & Access Custody Protocol | (Physical lockbox / electronic vault reference; NEVER write access codes on this form) |
4. Operational Review & Approval Record
| Step | Completed By (Print / Role) | Signature | Date |
|---|---|---|---|
| Jurisdiction & Brokerage Licensing Analysis | |||
| Legal Counsel Agreement Review | |||
| Escrow & Trust Funds Handling Review | |||
| Insurance Verification & Endorsement | |||
| Executive / Venture Authority Approval |
Owner signature belongs on a standalone, counsel-approved Master Property Management Agreement and Escrow Authorization, not on this intake form.