mpm’s “proven process” - medallion property management · 2020. 8. 21. · reactive...

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REACTIVE Accounting & Bills Leasing Maintenance & Turnover CHA Issues & Policy Medallion Property Management, LLC (847) 674-5472 WE CARE. YOU MATTER. WE DELIVER. MPM’s “Proven Process” 90-minute in-person meeting High-level analysis of portfolio Expectation setting On-boarding process overview Kick-off Meeting 1 Financial & Data Administrative Tech & Utilities Compliance On-boarding 2 On-going Management 3 PROACTIVE Gutter cleaning Tax Appeals & Insurance Audit Rent: Perks, Increases, Renewals Surveys & Pre-inspections Semiannual analysis and review Optimization 4

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Page 1: MPM’s “Proven Process” - Medallion Property Management · 2020. 8. 21. · REACTIVE Accounting & Bills Leasing Maintenance & Turnover CHA Issues & Policy Medallion Property

REACTIVE► Accounting & Bills

► Leasing

► Maintenance & Turnover

► CHA Issues & Policy

Medallion Property Management, LLC

(847) 674-5472

WE CARE. YOU MATTER. WE DELIVER.

MPM’s “Proven Process”

► 90-minute in-person meeting

► High-level analysis of portfolio

► Expectation setting

► On-boarding process overview

Kick-off Meeting1

► Financial & Data

► Administrative

► Tech & Utilities

► Compliance

On-boarding2

On-going Management3

PROACTIVE► Gutter cleaning

► Tax Appeals & Insurance Audit

► Rent: Perks, Increases, Renewals

► Surveys & Pre-inspections

► Semiannual analysis and review

Optimization4

Page 2: MPM’s “Proven Process” - Medallion Property Management · 2020. 8. 21. · REACTIVE Accounting & Bills Leasing Maintenance & Turnover CHA Issues & Policy Medallion Property

Medallion Property Management, LLC

(847) 674-5472

WE CARE. YOU MATTER. WE DELIVER.

On-boarding Process Details

Bank Account SetupFEIN & Corp documents needed

Data Hand-offLedgers, leases, mortgage statements, etc.

Tax ReviewMPM to review and appeal all real estate taxes

Insurance AuditMPM to audit insurance for best rates/coverage

Keys & Security InformationKeys, files, and all pertinent info delivered to MPM

Tenant CommunicationLetters sent by MPM to tenants explaining changes

Maintenance InformationAny known deferred maintenance sent to MPM

Vendor PreferencesPreferred vendors (if any) sent to MPM

Financial & Data Administrative

Yardi SetupRent roll imported and all units setup by MPM

Utilities SetupUtility info given to MPM for audit and setup

Tech & UtilitiesChange of OwnershipForms completed with the CHA

Litigation InformationOpen violations or court cases sent to MPM

Compliance