Welcome to Lux Management Group

Let's get your property set up! This information feeds directly into your Property Management Agreement. Please review carefully before signing. If you have any questions, Email pm@luxmanagementgroup.com or Call/Text AZ 480.999.2308 · FL 407.972.0101 · AL 205.282.0028.

Ownership Structure

How is the property owned? *

Individual / Joint Trust Business Entity (LLC, Corp, etc.)

Trust Name *

Trustee / Authorized Signer

Person who will sign the management agreement and tax forms on behalf of the trust.

First Name *

Last Name *

Email *

Mobile Phone

Entity Name *

Entity Type *

Authorized Signer

Person who will sign the management agreement and tax forms on behalf of the entity.

First Name *

Last Name *

Email *

Mobile Phone

Emergency Contacts

We ask for an emergency contact for each owner in case of property emergencies we can't reach you about.

Emergency contact for Owner 1

Name *

Relation *

Phone *

Emergency contact for Owner 2

Name

Relation

Phone

How You Found Us

Why did you choose Lux?

How did you hear about us?

Referrer name (if applicable)

Other — please describe

Other Rentals You Own

Do you own other rental properties?

No Yes

Other property #1 address

Other property #2 address (optional)

Other property #3 address (optional)

Are you interested in growing your investment portfolio?

Not right now Yes, tell me more

What are you looking for?

Property to be Managed

Tell us about the home we'll be managing. You can add additional properties after submitting this one.

Property address *

City *

County *

State *

Zip *

Legal Description (optional — we can pull this from the deed if you don't have it handy)

Home Info

Bedrooms

Bathrooms

Other rooms (Den, Loft, Bonus)

Year built

Square feet

Lot size (sq ft)

Parking

Pool

Pool heated?

Spa

Fireplace

Flood irrigation?

Schools & Community

High school

Middle school

Elementary

Other amenities

What Makes This Home Special

This helps us write a better listing and attract the right tenant.

What do you like most about this house?

What's the best feature?

What makes it stand out from the rest?

Rental Information

Desired rent — minimum ($)

Desired rent — ideal ($)

Desired rent — maximum ($)

Desired lease length (months) — min

Desired lease length (months) — max

Can't-refuse sale price ($)

Consider Rent-to-Own?

Pets allowed?

Fair Housing note (proposed — pending Carlie's wording): Assistance animals (service animals and emotional-support animals) are not "pets" under fair-housing law. Regardless of the pet policy selected above, we are legally required to consider reasonable-accommodation requests for assistance animals, and no pet fee or deposit is charged for them. The selections above apply to household pets only.

Pet fee note: When pets are allowed, we collect a $250 non-refundable pet FEE per dog/cat at move-in. The fee is paid directly to you as the owner — it's not a deposit.

Pricing Program

Choose the program that fits your rental strategy. You'll initial the matching column in your management agreement at signing.

Select one *

Lux Traditional — 10% monthly management fee + 50% of one month's rent as leasing commission. Best fit for year-round residential tenancies (12+ months). Lux Seasonal — 20% monthly management fee, no separate leasing commission. Best fit for snowbird, winter-visitor, or short-stay furnished rentals (< 12 months).

Both programs have $0 setup fee, $0 vacancy fee, and additional fees listed in your management agreement (renewal, sales commission if tenant buys, etc.). You can switch programs on renewal.

Utilities

For each utility, choose the provider. Provider options are based on the property's state.

Utility	Provider
Electricity
Water
Sewer
Trash
Gas

Trash pickup day

Recycle pickup day

Mailbox location

Mailbox number

Current Management Company (If Switching)

Are you switching from another management company?

No Yes

Company name

Contact name

Phone

Have you notified them of termination?

Send us a sample termination letter?

Homeowners Associations (HOA)

Is the property in an HOA? (optional)

No Yes

How many HOAs?

1 2 (master + sub-association)

HOA #1

Company

Contact name

Phone

Dues amount ($)

How often

HOA Agent Name

Amenities included in HOA #1

HOA #2

Company

Contact name

Phone

Dues amount ($)

How often

Amenities included in HOA #2

Appliances + Mechanical Items

Appliances Included

Common appliances are pre-filled — check Included for the ones that convey and note age & any warranty. Edit or remove (✕) any that don't apply, and use Add appliance for anything else.

Appliance

Included?

Age (yrs)

Warranty

Mechanical Items

Check any items included with the rental, and fill in details. Fuel type (Gas / Electric / Propane) only appears for applicable items.

Incl.	Item	Brand	Model	Serial #	Year	Fuel	Notes
	Water Softener					—
	HVAC Unit #1
	HVAC Unit #2
	Hot Water Heater

Occupancy & Handoff

Property is currently *

Occupant name *

Occupant phone *

Occupant email *

Keys, Codes & Access

Tell us how many of each you'll provide and any codes we'll need.

Front door keys (count)

Mailbox keys (count)

Other keys (count)

Mailbox location

Parking pass (count)

Garage door openers (count)

Garage keypad code

Gate / building code

Other keys — what they open

Shutoff Locations

Main water shutoff location

Plumbing clean-out location

Homeowners Insurance

Do you have homeowners insurance? *

Yes, I have insurance No — please send me a quote

Upload your insurance policy or declarations page (optional)

Click to upload or drag it here

PDF or photo, up to 10 MB.

Insurance company *

Contact person

Phone

Policy #

Effective date

Expiration date

Coverage summary

Notes

Our team will reach out to get you a quote within one business day.

Home Warranty *

Do you have a home warranty? *

No Yes No, but I'd like Lux to purchase one for me

Company *

Contact person *

Phone *

Policy # *

Effective date *

Expiration date *

Coverage plan *

Deductible per call ($) *

Notes

Security / Alarm

Does the property have an alarm or security system?

No Yes

Company

Contact person

Phone

Alarm location

Will it be provided to tenant?

Monitoring fee

Security word

Arm code

Disarm code

Notes

HVAC Service Contract

Do you have an HVAC service contract?

No Yes

Would you like Lux to set you up for Semi-Annual A/C service at $150/each through our preferred vendor?

No thanks Yes, sign me up ($150 × 2/yr)

Company

Contact person

Phone

Plan type

Fee

Last serviced

Next service due

Notes

Pest Control / Termite

Do you have pest or termite service?

No Yes

Company

Contact person

Phone

Plan type

Fee

Service type

Last serviced

Notes

Preferred Vendors

Optional — tell us about any vendors you'd like us to continue using.

Do you have a pool service you want to keep?

Yes No

Pool service vendor name

Do you have a landscape service you prefer to keep?

Yes No

Landscape service vendor name

How many preferred vendors?

None 1 2 3

Vendor #1

Trade

Name

Phone

Notes

Vendor #2

Trade

Name

Phone

Notes

Vendor #3

Trade

Name

Phone

Notes

Maintenance to Perform Prior to Leasing

Anything you'd like us to handle before listing?

Banking & Rent Disbursement

Required for us to pay you. All banking info is transmitted securely.

Bank name *

Account type *

Routing number *

Account number *

Distribution method

Tax Reporting

We're required by the IRS to have either a W-9 (US persons/entities) or a W-8 (foreign) on file before we can disburse rent to you.

For tax purposes, are you a US person or entity? *

Yes — US person / US entity (W-9) No — foreign person / foreign entity (W-8)

W-9 Information

Legal name on W-9 *

Business name (if different)

Federal tax classification *

Tax ID type *

SSN EIN

SSN or EIN *

W-8 Information

Are you a foreign individual or a foreign entity? *

Foreign individual (W-8BEN) Foreign entity / company (W-8BEN-E)

Full legal name *

Entity type (if entity)

Country of citizenship *

Country of tax residence *

Permanent residence address (foreign) *

Mailing address (only if different from above)

Foreign tax identifying number (FTIN) *

US TIN (only if you have one)

Date of birth *

Because rental income to a foreign payee is typically subject to a 30% FIRPTA withholding, we strongly recommend consulting a tax professional about your specific situation before onboarding. Contact pm@luxmanagementgroup.com if you have questions.

Anything Else?

Additional notes (optional)

Consent & Signature

Electronic signature (type your full legal name) *

Submission date

Welcome to Lux Management Group

Ownership Structure

Trustee / Authorized Signer

Authorized Signer

Owner Information

Owner 1

Owner 2

Emergency Contacts

Emergency contact for Owner 1

Emergency contact for Owner 2

How You Found Us

Other Rentals You Own

Property to be Managed

Home Info

Schools & Community

What Makes This Home Special

Rental Information

Pricing Program

Utilities

Current Management Company (If Switching)

Homeowners Associations (HOA)

HOA #1

HOA #2

Appliances + Mechanical Items

Appliances Included

Mechanical Items

Occupancy & Handoff

Keys, Codes & Access

Shutoff Locations

Homeowners Insurance

Home Warranty *

Security / Alarm

HVAC Service Contract

Pest Control / Termite

Preferred Vendors

Vendor #1

Vendor #2

Vendor #3

Maintenance to Perform Prior to Leasing

Banking & Rent Disbursement

Tax Reporting

W-9 Information

W-8 Information

Anything Else?

Consent & Signature