Create New Lead
Property Address
Please provide the following documents if available:
Owner(s) / Property Information
Copy of Business License Current
Copy of Fictitious Name Statement
Bank Statement(s)
Current Operating Budget
Last Year’s Operating Budget
Current Year Profit and Loss Report
Copy of Owner/Property Insurance Policies
Most Recent Site Inspection Report
ADA Review & Report
Environmental Regulations Report
Roof: Installation Year
Asphalt: Installation Year
Asphalt Maintenance: Type, Year
HVAC Installation Year
Property Taxes
Copies of recent tax bills
Tax appeal records (with all legal papers)
Other tax information
Tenant(s) Information
Rent Roll
Current leases, options, addendums
Current Insurance Policies
Applications and related information
Credit check
Security deposits
Other deposits
Copies of recent letters and notices
Current account status
Delinquency / Receivables
Vendor Information
Contact information
Name, Phone Number, Email Address
Copy of most recent invoice
Include Account Number
Current Billing Schedule