Account Setup 1 – Knox Financial

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Welcome to the Knox onboarding process!
We’re excited to turn your property into a fantastic investment that helps you meet your financial goals.

In the the following screens, we’ll gather information regarding insurance, unit details, property expenses, and tax reporting. This should take just a few minutes to complete.

Part 1: INSURANCE INFORMATION

To start, we need to collect some additional information about the property in order to get you the best insurance coverage at the best rate.
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Property Age (hidden)
What year was the property built?*
To your knowledge, have any of the following been updated or changed since the home was built?
- Electrical System
- Heating System
- Plumbing System
- Roof
- Other

Please provide details about what was updated/changed, and when the work was done
Electrical System
Date of last electrical update
Month
Day
Year
Description of last electrical update*
Description of last electrical update
Heating System
Date of last heating update
Month
Day
Year
Description of last heating update*
Description of last heating update
Plumbing System
Date of last plumbing update
Month
Day
Year
Description of last plumbing update*
Description of last plumbing update
Roof
Date of last update to roof
Month
Day
Year
Description of last update to roof*
Description of last update to roof
Other
Date of last update of any other work
Month
Day
Year
Description of last update of any other work done
Description of last update of any other work done

Welcome to the Knox onboarding process!