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PropertyBuildingManagerReserveFinancialsDocuments
Reserve Studies Trusted & Secure
Welcome to Smart Property's Client Onboarding
Thank you for choosing Smart Property. We're excited to partner with you in delivering a reserve study tailored to your community's unique needs. This questionnaire takes approximately 5–10 minutes to complete. Let's build something great together!
Association & property details
Tell us about the property being studied.
Step 1 of 6
Building information
Details about the property type and physical structure(s).
Step 2 of 6
Property manager contact
Who should we contact about this property?
Primary contact *
Additional contact 2 (optional)
Additional contact 3 (optional)
Step 3 of 6
Reserve study & fiscal year
Information about your previous reserve study and fiscal year.
Click to upload or drag & drop
PDF, DOCX, XLSX accepted
Saves to Dropbox
Step 4 of 6
Financial details & assessments
Current financial standing and assessment information.
Complete as many fields as possible. If certain figures are not yet available, leave them blank — this helps us deliver the most accurate reserve study results.
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$
Step 5 of 6
Document uploads
Upload what you have — you can always email additional documents to us.
Click to upload or drag & drop
You can select multiple files at once
Saves to Dropbox
Click to upload or drag & drop
You can select multiple files at once
Saves to Dropbox
Click to upload or drag & drop
You can select multiple files at once
Saves to Dropbox
Step 6 of 6
Questionnaire submitted!
Your information and documents have been received successfully.
Our team will review your submission and be in touch shortly.
