Property Owner onboarding

Welcome and thank you for choosing Mountain Heights Property Management to manage your rental investment property in Utah.

The following steps will guide you through our onboarding process to ensure successful management of your real estate investment. While some of these steps may seem daunting, we have front-loaded our onboarding so that, once the keys are turned over, you can get back to what matters most to you — enjoying life and family.

Obviously maintenance issues do arise, throughout this onboarding process we try to identify as much about your property as possible so, when an issue does arise, we can quickly and efficiently address the maintenance issue and tenant concerns. With maintenance attributed to a majority of tenant turnover, this process helps cater a better tenant experience, resulting in less turnover, and less turnover-related expenses. We take this one-step further with our rigorous onboarding inspection which helps identify and classify potential problem areas, deferred property maintenance, and a cataloging of property appliances and equipment — making turnover and any potential tenant damage disputes a breeze.

Onboarding steps

  •  STEP 1: Complete and Sign your Property Management Agreement and W9 with Mountain Heights Property Management
    • Both forms are necessary to begin managing your property and providing necessary tax documents each year. Speak with your Mountain Heights PM representative for your Property Management agreement, if you haven't already received via DocuSign. YOU MUST HAVE A SIGNED PROPERTY MANAGEMENT AGREEMENT BEFORE PROCEEDING. Access your W9 Request Form by clicking here.
  • STEP 2: Complete an Owner Intake Form
    • This is a brief form which provides us with necessary owner details and, most importantly, instructions on paying your owner draw. Access the secure Owner Intake Form by clicking here.
  • STEP 3: Complete a Property Intake Form
    • This form takes about 20-30 minutes to complete but will provide pertinent information in the successful management of your property. Access the secure Property Intake Form by clicking here.
  • STEP 4: Update and Provide proof of liability and hazard insurance
    • If you home was previously owner-occupied, you will likely need to update your insurance requirements for a tenant-occupied rental property. 2025 Update: All Mountain Heights Property Management clients will be enrolled in our Property Owner Protection Plan, which provides liability insurance and other protections. Read more, here, and consult with your insurance and legal representatives to ensure these coverages meet your risk tolerance needs. Insurance docs are typically uploaded during the Owner Intake Form process but are not always available at that time. Send any additional insurance docs not previously submitted to PM@MTNHeightsPM.com. Mountain Heights Property Management MUST be named an additional insured.
  • STEP 5: Provide necessary documents on property management service transfers
    • If your property is currently under management and you are transferring your services to Mountain Heights Property Management, you will need to provide documents related to the tenants' current lease, lease ledger, previous inspections, pet or animal addendums and records, and rental applications. Additionally, you will need to coordinate and transfer all held security deposits and any liabilities such as any additional rent holdings (last month), pet deposits, utility deposits, etc. Owners holding deposits are responsible for the release at vacancy. Email all docs to PM@MTNHeightsPM.com.
  • STEP 6: Prepare your property for rent.
    • We want our tenants to feel at home with a fresh, clean move-in. When they do, they stay longer and there is a healthier landlord-tenant relationship — which reduces maintenance requests and turnover. Not all rental properties are newly built but it should feel "new-to-them." Taking these first property preparation steps, in combination with our rigorous on-boarding inspection, greatly reduces turnover time and making any potential tenant damage disputes a breeze. With a fresh start, tenants are also expected to turnover the property in the same condition, clean, and ready for the next tenant to call your house their home. Here are some steps you can take to prepare your property for rent. Additionally, see Step 9 for Property Standards and Maintenance Guidelines.
  • STEP 7: Set-up "Landlord Accounts" with your utility companies, were applicable.
    • Some utility companies allow property owners to setup "Landlord Accounts" which will revert the utilities back to the owner during periods of vacancy. This helps insure utilities stay on, preventing pipes from bursting in the winter, and keeping the home in show condition. Click here for a utility setup guide.
  • STEP 8: Provide door keys, mail keys, and garage door remotes.
    • There should be at least two door keys for each separately keyed door to the residence, at least one garage door remote for each garage stall, and at least one mail key, if applicable.
  • Agree to and understand our Property Standards and Maintenance Guidelines
    • We have a repair-first philosophy on maintenance
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