Property Onboarding

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Welcome Aboard!

This Property Onboarding Form gives us everything we need to set your property up to sail smoothly on booking platforms.

"How long will this take me?"
~15-30 minutes for most properties. One property per form please.
"What if I don't know something?"
Skip it. We'll fill in the gaps later.
"Why so detailed?"
The better we know your home, the better we can protect it, assist guests, and maximize your revenue.
Part I – Intro to You & Your Home
Section 1 – Owner & Entity Info

Who's at the helm, and how do we reach you when your home needs a quick decision?



Preferred Contact Method: Call Text Email

Emergency / Backup Contact: this is our 'in case of rough seas' contact; used only when something time-sensitive comes up and we can't reach you first.

Co-Owner (if any):


Section 2 – Property Information

Tell us about your home port... Where it is, what it's like, and how guests will experience it.

Type of Property: Single-Family Home Condo Townhome Duplex Other:



Parking Details (how many vehicles can fit & where):

Smoking Policy:

Existing Listing Links: if these properties are already online, drop the links here so we can review and refine instead of rebuilding from scratch:

Great photos are the lighthouse for your listing. They're usually what makes a guest click "Book".

Do you currently have professional photos? Yes No
If yes, may we use them? Yes No
If no, do you approve us arranging a pro photoshoot?
Yes, please arrange and bill as an onboarding cost No thanks I'd like to discuss this first
Section 3 – Regulatory, HOA & Tax Info

The boring-but-crucial part: local rules, HOA guardrails, and tax IDs so your place stays afloat.

Is the property in an HOA / Community Association? Yes No

If yes:

Part II – How the Home Works
Section 4 – Listing Strategy, Pricing & Stays

How we set your nightly sails – rates, rules, and the rhythm of bookings.

If you'd like to discuss any of this with us instead, leave blank and check here →




Are You Open to:

These are optional revenue tools. We use them selectively to fill nights that would otherwise sit empty. You set the ceiling and we never go past it.

Gap-night discounts (filling 1–2 night gaps between stays with a discount incentive)?
Yes No Let's discuss
Last-minute booking discounts (unbooked nights inside ~7 days)?
Yes No Let's discuss

Owner trips, big events, renovations... anything you already know you want blocked, add here. You can always request more dates later; this just gives us a starting map:

Will a regular clean be required after every owner stay (just like guests)? Yes No It depends – let's discuss
Section 5 – Utilities & Vendors

Who keeps the lights on, lawn trimmed, and pool blue – and how we reach them when something goes sideways.

Account numbers are helpful but not required; usually referenced only for after-hours emergencies.

Condo owners: your HOA or regime likely handles several of these (trash, lawn, pool, exterior). Answer what applies to your unit and just write "HOA" for anything the association covers.








Current Vendors (so we can help coordinate a smooth handoff):











Section 6 – Access, WiFi & Security

How guests get in, get online, and how we keep your place protected.

Front Door Access Method: Smart Lock Keypad (no wifi connection) Physical Keys Other:

If Smart Lock:
Garage Door Access (if applicable): Keypad Clicker(s) App-based

Security Devices Installed (check all that apply):

Exterior cameras (describe locations):
Doorbell camera Interior cameras (note: interiors must be disclosed & may be restricted)
Alarm system Smart thermostat Noise monitor (e.g., Minut, NoiseAware) Other:
Section 7 – Safety, Systems & Emergency Info

Where the guts of the house live, so we can solve problems faster than you can blink.

Thermostat Type: Manual Smart / Wi-Fi (brand/model):
Approved Thermostat Range (min / max a guest may set): Use the Coral Compass standard range (68-76°F)
Water Heater Type: Gas Electric Tankless


Safety Equipment Present (check all that apply):

Smoke detectors | Number Present: CO detectors | Number Present:
Fire extinguisher(s) – location(s):
First aid kit(s) – location(s):
Section 8 – Interior Details

Beds, baths, and the layout that lets guests picture themselves staying in your space.

Full:   3/4:   Half:

Feel free to name rooms in a way that makes sense to you. "Primary King Suite," "Kids' Bunk Room," etc. We can align these with marketing names later. Two bedrooms and two bathrooms are shown to start. Tap "Add another" for more (up to 8 bedrooms and 6 bathrooms; beyond that we'll coordinate directly).

Bedroom 1

Flooring: Carpet Tile Hardwood LVP Other:
Has TV? Yes No Smart? Yes No Clothing Storage / Closet? Yes No

Bedroom 2

Flooring: Carpet Tile Hardwood LVP Other:
Has TV? Yes No Smart? Yes No Clothing Storage / Closet? Yes No

Bathroom 1

Type: Full 3/4 Half

Bathroom 2

Type: Full 3/4 Half
Section 9 – Kitchen, Laundry & General Inventory

What guests can cook with, clean with, and cozy up with during their stay.

If you already have a room-by-room inventory list, please check here & skip to Section 10 →

Kitchens and linens are where a lot of guest reviews are won (or lost). Rough estimates are fine; we'll refine counts during a property walkthrough or future visit.

Kitchen Appliances Present:

Full-size fridge/freezer Second fridge / garage fridge Dishwasher
Range / Oven Gas Electric Microwave Built-in Countertop
Coffee Maker (type):
Kettle Toaster / Toaster Oven Blender
Other (any notable items like air fryer, specialty cookware, etc.):

Kitchen Inventory – Current Status:

Fully stocked for guests
Partially stocked
Needs full setup or revamp, let's discuss

Dishware / Cutlery (ideal goal counts, leave blank if you'd like to discuss):

Plates:   Bowls:   Glasses/Cups:   Mugs:   Cutlery (sets):
Dining Table? Yes No Seats? High Chair Available? Yes No
Dish soap provided? Yes No Dish rags provided? Yes No
Trash bags provided? Yes No Count per stay?

Linens & Bedding: total sets of sheets per bed size (approximate):

Cal King:   King:   Queen:   Full:   Twin:

Towels on hand (approximate):

Bath:   Hand:   Washcloths:   Beach/pool towels:

Laundry:

Washer: In-unit On-site shared None Brand / Model:
Dryer: In-unit On-site shared None Brand / Model:

Other Inventory / Gear & any important details:

Pack 'n Play / Crib Beach chairs (how many?):
Umbrella / beach wagon:
Bicycles:
Games / books:
Other:
Section 10 – Exterior, Pool & Grounds

Patios, views, and sun-ready spaces – the things that turn a normal stay into a "we're coming back next year" stay.

Yard / Lawn Size (roughly): None Small Medium Large or Sq Ft:
Is yard fully fenced? Yes No Partially Other (lanai, etc.):

Pool / Spa / Hot Tub On Site?

No Yes – Pool Yes – Spa / Hot Tub Yes – Other:
Heater present? Yes No

If yes:
App Controlled? Yes No or Manually controlled? Yes No
Who currently pays for pool heat? Owner Guest add-on Included
Part III – Financials & Communication
Section 11 – Payout Setup

How your rental income gets from guests → platforms → Coral Compass → YOU.

Banking details are not collected on this form. After you sign, we send a secure link to set up your payout account directly, so nothing sensitive travels by email.

Preferred Payout Method:

Bank transfer (ACH) Check (mailed) Other:
Prefer to enter banking details here anyway? Tap to show the fields.


Account Type: Checking Savings Business Checking Business Savings

Tax Form (W-9 / W-8BEN) Status:

W-9 W-8 Other:

Expense Authorization Threshold: amount we can approve without contacting you, per occurrence. If blank, we won't approve anything without prior contact, except to prevent immediate damage or safety issues:

Up to $ per issue | Pool/Spa Service & Repairs
Up to $ per issue | General Maintenance & Repairs
Up to $ per issue | Cleaning & Turnover
Up to $ per issue | Lawn/Landscaping
Up to $ per issue | Pest Control
Up to $ per issue | Small Supplies / Restock (lightbulbs, batteries, etc.)

Best method of contact to obtain approval on surprise expenses?

Call / Text for approval Email for approval Other:
*In the event of an urgent issue that risks property damage or guest safety (e.g., active leak, no A/C in extreme heat), Coral Compass is authorized to dispatch a vendor as reasonably necessary, even if the cost exceeds the thresholds above. We will contact you as soon as possible in these cases.
Section 12 – Communication Preferences

How often you want to hear from us, and what actually matters to you.

How Often Would You Like Performance Updates?

Monthly summary Quarterly summary Dashboard-only unless there's an issue Other:

Topics you most care about when receiving updates (check all that apply):

Revenue & pricing Owner stay coordination Design / upgrade suggestions
Maintenance & CapEx planning Guest issue summaries
For Non-Urgent Issues, Contact Me By this Method First: Email Text Call

(For Urgent Issues, we'll always call first, text second, and email third)

Great place for quirks we should know like "closet light switch is outside the room", non-negotiable rules like "no glass on pool deck", or anything you'd tell a trusted friend before their stay:

Are you interested in a Preventative Maintenance Program? Yes No
Are you interested in additional insurance coverage? Yes No
Section 13 – Additional Documentation

Please prepare a zip file of whichever of the following you already have available:

Proof of ownership (deed, property tax bill, etc.)
HOA rules / CC&Rs (if applicable)
STR license / registration certificate(s)
Local business / tourist tax documents
Floor plan or property layout (if available)
Existing professional photos
Any current vendor contracts (pool, lawn, pest, etc.)
Room-by-room inventory list (if you have one)
Completed W-9 / W-8 tax form
Any additional documents you'd like us to keep on file
Section 14 – Owner Acknowledgement & Consent

By signing below, I/we confirm that:

  • The information provided in this Property Onboarding Form is accurate to the best of my/our knowledge, and I/we will notify Coral Compass of any material changes.
  • I/we authorize Coral Compass and its representatives to use this information as needed to set up, operate, market, and manage the above property across listing platforms, internal systems, and vendor relationships.
  • I/we confirm that I/we have the authority to provide this information and to engage Coral Compass for management of this property, subject to the terms of our Property Management Agreement.




When you're done, tap Get My PDF below, then email the downloaded file to support@coral-compass.com.

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