Property Management Onboarding Kit | Owner Intake Forms and Handoff Checklist | Fillable PDF + Editable Word

Taking on a new property owner? Gather owner contacts, property and resident details, maintenance preferences, documents, and first-month tasks in one organized onboarding packet.

Your digital download includes an 11-page fillable PDF with 78 entry fields and an editable Word document, delivered together in one ZIP file. Use the PDF to enter details or Word to customize wording and branding. Compatible Word document software and a PDF reader are needed; software is not included.

WHAT YOU RECEIVE

• Fillable 11-page PDF (78 fillable fields)
• Editable Word document for customizing the language and branding
• Both files delivered together in one ZIP download

INSIDE THE KIT

• Owner and contact intake
• Property details and resident handoff
• Maintenance and vendor preferences
• Reporting preferences
• Document handoff checklist
• Manager setup checklist
• First 30 days plan
• Editable welcome letter

HOW TO USE

Download the ZIP after purchase and extract the PDF and Word files. Fill the PDF digitally, or edit the Word version to fit your process. Replace bracketed prompts and add your branding before sharing with clients. The Word and PDF layouts differ. PDF entry fields are fillable; edit the document wording and branding in Word. Print pages if you prefer a paper packet.

This is a digital download; no physical item will be shipped. The kit is an organizational template, not a property management agreement or legal advice. Share sensitive access, tax, or banking information through a secure channel rather than ordinary email.