Enquiry Source & Path
How this record was created and where the owner came from
Property Overview
Enough to create the record and begin the conversation
Contact Details
Minimum needed to follow up
Portfolio Tier Assignment
Part of qualification. Record is not fully qualified until tier is confirmed. Blocks proposal gate if blank.
⚠ Proposal gate is blocked until this is set. Assign during qualification. Do not leave pending.
⬤ Marked for follow-up. Resolve before proposal.
Pipeline status will be set to Pending Review. Nick will be notified.
Owner Goals & Current Thinking
What is the owner trying to achieve? How do they currently use the property?
Informs the follow-up conversation — precision tool, not a pitch document.
Property Profile & Owner Structure
Confirm at the level appropriate for this call.
Signing Authority — required before agreement is issued
⚠ Do not proceed until decision maker is confirmed.
Primary Contact
Secondary Contact
Additional Owner (if applicable)
Management Context
Is this a new property to STR, or a transfer? Internal commercial detail recorded separately.
Standard range: 22–24% · Internal only · exact fee appears in proposal and agreement only
Indicative · confirmed in Mode 5 · Programme Setup
Internal only · exact fee appears in proposal and agreement only
⚠ Owner to serve notice before transfer can proceed.
⚠ Alert Ops team. Manual migration required.
Enter raw numbers — no $ symbols. Used in the appraisal document and platform analytics.
Before You Arrive
Review what's already known. Confirm what needs to be understood onsite.
What to carry into this visit
- · Owner name and primary goal (from Mode 2)
- · Current property use and known sensitivities
- · Likely tier direction, if you have one
- · What still needs to be confirmed onsite
Owner Conversation & Property Read
Ask column: topics to discuss with the owner naturally. Observe column: what to note from the walkthrough directly.
Feeds listing copy, minimum stay settings, and platform selection.
⚠ Furniture sourcing task will be created for Ops.
Property Condition Check
Observe and check off as you walk. Use the camera on each item to capture reference photos. Add notes where needed. Complete at your own pace, no rush.
0 of 21 items checked
Access, Safety & Keys
Capture what you observe or can confirm onsite. Defer anything that needs owner follow-up to Mode 4.
Minimum 25Mbps up recommended
⚠ Installation task will be created. Required before go-live.
⚠ Go-live blocked. Rectification task will be created.
Minimum 4 sets required for operations.
Room-by-Room Reference Photos
Capture reference shots room by room for the ops team. Generated from bed/bath count.
Photography Brief
Completed here and passed directly to the media team. At Collection level this replaces a separate document.
Contact & Communication Preferences
Complete remaining contact detail. Confirm reporting and timing preferences.
Stored as s2_owner_role. Select here if not captured during the call.
Monthly owner statement is issued as standard to all owners.
This name will be used in every email, report, and message.
Insurance
Complete this section during the site visit where at all possible. The owner is present and can answer property detail questions directly. This is the primary completion path. If insurance cannot be completed onsite, email the owner the standalone insurance form immediately after the visit. Do not leave this section open without recording a clear status below.
Insurance Completion Status
We complete this during the visit because you're here and can answer the property-specific questions directly. It protects the property from the moment your first guest arrives — and it means we never have to interrupt you with a form after you've moved on to other things.
Record current insurance status. Go-live blocked if outstanding. Broker routing fires on No or Unknown.
Send the standalone Aryve Insurance Questionnaire, not this full form.
⚠ Go-live is blocked until insurance is confirmed. Create a follow-up task and record last chase date below.
Onsite completion is the primary path. Record the reason if this could not be achieved.
Complete with owner present where possible
Your Duty to Provide Accurate Information and not to Misrepresent
When applying for insurance please ensure that the questions we ask you are answered honestly, accurately, and completely, including when you are acting on behalf of someone else.
A misrepresentation is any statement that is false, partially false or which does not fairly reflect the truth. Failure to take reasonable care when providing your answers may result in your policy being cancelled, any claim to be partially accepted or even declined in full.
If you have any doubts or require assistance in answering the questions please call us on 1300 822 743.
Landlord Cover Only is suitable where the building is insured separately (e.g. Body Corporate).
As a condition of management, Aryve requires the property to carry a minimum of $20m public liability cover and a policy that extends to short-term rental activity. Where the owner's existing policy does not meet this standard, Aryve will recommend a specialist STR product prior to go-live.
Owner Declaration & SignatureBy signing below, the owner confirms that all information provided in this insurance section is accurate and complete to the best of their knowledge.
Onsite: have the owner sign here directly on the device. If completing remotely after form return, the owner's signature will be captured on the standalone insurance form. Note that below.
If insurance was completed via the emailed form, leave the signature canvas blank and note "Signed on returned form" in the owner's name field above.
Personal Use, Blockouts & Availability
Complete after the meeting once the conversation has established rapport and timing flexibility.
List any annual dates permanently reserved for personal use.
Media Package Selection
Select the package aligned with the property's portfolio tier. Aryve Collection: Elevated or Signature only. Aryve Select: Core, Elevated, or Signature.
Access, Documentation & Banking
Hard dependencies for go-live. Ops task created if any item is outstanding.
Hard dependency for go-live. Ops task created if not yet collected.
Do not capture banking details in this form. Select the collection method agreed with the owner.
Required before first disbursement on the 14th.
⚠ DocuSign request will be triggered. QLD legislative requirement. Cannot go live without this.
Launch Preparation & Go-Live
Work through each launch dependency. BDM confirms readiness. "Launch Readiness Confirmed by BDM" replaces generic go-live approval language.
Complete before the first clean. Feeds the ongoing cleaning standard for this property.
All handover tasks will be back-dated from this date
List any items that still require follow-up before or after go-live. These will be flagged to the ops team.
Owner Signature
Present key terms to the owner. Obtain acknowledgement on screen. Agreement documents sent automatically via Airtable → Dropbox Sign on completion.
Key terms — confirm with owner before signing
Internal Handover Notes & BDM Sign-Off
Final notes to ops. BDM confirms record is complete.
Complete each section. These are the only fields Sheree reads on day one.
Owner Record Complete
Computing outstanding items…
What happens next
Property
Owner
Go-Live Target
Portfolio Tier
Property Type
Media Package
Photos Captured
Agreement documents will be sent to the owner for signature via Dropbox Sign.