Estate Management Intake Form – Cabo Estate Management

Estate Management Intake Form

Cabo Estate Management  ·  Confidential Property Profile

1
Owner
2
Property
3
Ownership
4
Home Watch
5
Vendors
6
Admin
7
HOA
8
Contact
9
Next Steps
01 Homeowner Information
Your contact details
Please fill in your Name, Phone, and Email before continuing.
Q1 Primary Owner / Contact
Q2 How Did You Hear About Us?
Step 1 of 9
02 Property Information
Details about your property
Q1 Property Address & Identification
Q2 Is This Property Currently For Sale?
Q3 Property Type
Q4 Luxury Classification
Q5 Approximate Size
Q6 Property Features
Step 2 of 9
03 Ownership & Usage
How the property is occupied and used
Q1 Occupancy Frequency
Q2 Who Uses the Property?
Q3 How Often Is the Property Vacant?
Q4 Is the Property Rental-Ready or Owner-Only?
Q5 Upcoming Remodels or Projects?
Remodel / Project Status
Step 3 of 9
04 Home Watch Services
Inspection preferences, coverage needs & vehicles
Q1 Preferred Inspection Frequency
Q2 During Inspections, Include:
Q3 Additional Services Required
Q4 Vehicles at the Property
Let us know what vehicles are kept at the property so we can include them in our care plan while you're away.
Vehicle Inventory
Vehicle Care Services Needed While Away
Step 4 of 9
05 Vendor Coordination & Staffing
Vendors, management services & housekeeping
Q1 Current Vendors on Property

Select all vendors currently serving your property:

Q2 Vendor Management Services Needed
Q3 Estimated Monthly Vendor Volume

How many vendors do you expect us to coordinate each month?

Q4 Housekeeping & Staff Management
Tell us about your housekeeping needs so we can coordinate the right level of service whether the property is occupied, vacant, or turning over for guests.
e.g. gardeners, security guards, caretakers, personal chefs
Step 5 of 9
06 Bill Paying & Administration
Financial oversight and payment preferences
Q1 Accounts & Bills to Manage
Q2 Will We Be Paying Bills on Your Behalf Monthly?
Q3 Preferred Payment Method
Q4 Operating Reserve Account
An operating reserve is a pre-funded account we draw from to handle approved maintenance, emergency repairs, vendor payments, and routine expenses on your behalf — so nothing is delayed waiting for wire transfers or approvals. Would you like to maintain one?
Step 6 of 9
07 HOA & Community Details
Community type and access requirements
Q1 Community Type
Q2 HOA Requires Vendor Registration?
Q3 HOA Restrictions On
Step 7 of 9
08 Communication Preferences
How and how often you'd like to hear from us
Q1 Preferred Communication Method
Q2 How Would You Like to Receive Your Property Reports?
Q3 Concierge & Lifestyle Services Optional
Step 8 of 9
09 Getting Started
Last two questions — then we'll prepare your custom proposal
Q1 Do You Want Emergency Response Coverage?
Emergency response means we are authorized to dispatch vendors, respond to leaks, storm events, or other urgent issues at your property without waiting for your approval on every call.
Q2 When Are You Looking to Get Started?
Q3 Additional Notes Optional
Something went wrong. Please try again or email us directly at hello@caboestatemgmt.com
Step 9 of 9
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Thank You for Your Inquiry

Your estate profile has been submitted to Cabo Estate Management.
Our team will review your property details and reach out within 24–48 hours with a personalized proposal.