In order to assist us in our communications and management experience with you, please submit this survey within the first few weeks of your Property Management commencement.

1.  What are your goals for the property?  
    Plan to move back into the home in future   
     Plan to hold as long-term investment

     Additional comments:
    

2.  How involved do you like to be in decision making?
     I like to be contacted for lease renewals and long-term decisions
     I like moderate contact just to stay informed; even a little note works for me
     Don't bother me unless it's urgent or over approval limit - you handle the headaches! 
     I require a lot of communication and want to know everything

      Additional comments or suggestions:
    

3.  How do you like to communicate?  What is the best way to
      reach you during business hours?
     Mail
     Email
     Daytime/work/cell phone

    Additional comments or suggestions:
   

4.  Which is most important to you and your current financial position?  

     Getting the monthly check - I need the money!
    Maintaining the property and the value of the asset
    Planning and budgeting for future expenses & maintenance of the property

     Additional comments or suggestions:
   

5.  How has your property management experience been in the past?
     I have never rented out my property and/or hired a property management firm
     I have had a good experience and have been pleased with my management
     I have not been pleased, but I stuck it out so I wouldn't have to self-manage
     I have been generally pleased, except:

      Additional comments or suggestions from above:
    

     Please indicate any information that you would like your Client Services Manager
     to know about you and/or your property.

Would you like to be contacted regarding your survey?    Yes     No

Client Name(s):